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Blalock Williams’s Intuitive Surgical ISRG Stock Holding History

Blalock Williams’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 		– Sell
-474
Closed -$218K – 160
2026
Q1 		$218K Sell
474
-114
-19% -$57.7K 0.17% 134
2025
Q4 		$333K Buy
588
+47
+9% +$25K 0.27% 84
2025
Q3 		$242K Sell
541
-43
-7% -$20.6K 0.21% 114
2025
Q2 		$317K Buy
+584
New +$305K 0.32% 85

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

Blalock Williams's ISRG Position: Q2 2026 in Review

Blalock Williams sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 474 shares — an estimated $218K sold.

Blalock Williams first reported a position in ISRG in Q2 2025 and held it in 4 quarters. The position peaked at $333K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Blalock Williams reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Blalock Williams sold 474 Intuitive Surgical shares in Q2 2026, an estimated $218K.
  • Blalock Williams first reported a position in Intuitive Surgical in Q2 2025 and held it in 4 quarters.
  • Blalock Williams's Intuitive Surgical position peaked at $333K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.