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Black Diamond Financial’s Intuitive Surgical ISRG Stock Holding History

Black Diamond Financial’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 		$216K Sell
543
-210
-28% -$91.7K 0.02% 190
2026
Q1 		$347K Buy
753
+44
+6% +$22.3K 0.04% 129
2025
Q4 		$402K Buy
709
+228
+47% +$121K 0.04% 116
2025
Q3 		$215K Buy
+481
New +$231K 0.02% 153

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

Black Diamond Financial's ISRG Position: Q2 2026 in Review

Black Diamond Financial reduced its Intuitive Surgical (ISRG) stake by 28% in Q2 2026, selling an estimated $91.7K and leaving 543 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #190.

Black Diamond Financial first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Black Diamond Financial held 543 shares of Intuitive Surgical worth $216K as of Q2 2026.
  • Black Diamond Financial sold 210 Intuitive Surgical shares in Q2 2026, an estimated $91.7K.
  • Intuitive Surgical made up 0.02% of Black Diamond Financial's portfolio in Q2 2026, its #190 holding.
  • Black Diamond Financial first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Black Diamond Financial's Intuitive Surgical position peaked at $402K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.