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Birchwood Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Birchwood Financial Partners’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8K Hold
75
– – 0.02% 214
2026
Q1 		$34.6K Hold
75
– – 0.03% 201
2025
Q4 		$42.5K Buy
+75
New +$39.9K 0.04% 179

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Birchwood Financial Partners's ISRG Position: Q2 2026 in Review

Birchwood Financial Partners held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 75 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #214.

Birchwood Financial Partners first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.5K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Birchwood Financial Partners held 75 shares of Intuitive Surgical worth $29.8K as of Q2 2026.
  • Birchwood Financial Partners left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #214 holding.
  • Birchwood Financial Partners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Intuitive Surgical position peaked at $42.5K in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.