BlackDiamond Wealth Management
ISRG icon

BlackDiamond Wealth Management’s Intuitive Surgical ISRG Stock Holding History

BlackDiamond Wealth Management’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
Q3 		– Sell
-699
Closed -$275K – 242
2026
Q2 		$275K Buy
699
+152
+28% +$66.4K 0.11% 181
2026
Q1 		$252K Sell
547
-61
-10% -$30.9K 0.12% 165
2025
Q4 		$300K Buy
608
+19
+3% +$10.1K 0.15% 145
2025
Q3 		$263K Buy
589
+11
+2% +$5.28K 0.14% 141
2025
Q2 		$311K Buy
578
+65
+13% +$34K 0.18% 109
2025
Q1 		$275K Sell
513
-102
-17% -$56.4K 0.19% 109
2024
Q4 		$321K Buy
615
+21
+4% +$10.9K 0.19% 113
2024
Q3 		$319K Buy
+594
New +$277K 0.19% 114

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BlackDiamond Wealth Management's ISRG Position: Q3 2026 in Review

BlackDiamond Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 699 shares — an estimated $275K sold.

BlackDiamond Wealth Management first reported a position in ISRG in Q3 2024 and held it in 8 quarters. The position peaked at $321K in Q4 2024. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • BlackDiamond Wealth Management reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 699 Intuitive Surgical shares in Q3 2026, an estimated $275K.
  • BlackDiamond Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and held it in 8 quarters.
  • BlackDiamond Wealth Management's Intuitive Surgical position peaked at $321K in Q4 2024.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.