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Bleakley Financial Group’s Intuitive Surgical ISRG Stock Holding History

Bleakley Financial Group’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 		$7.31M Sell
18,371
-1,172
-6% -$512K 0.09% 167
2026
Q1 		$9.01M Buy
19,543
+5,819
+42% +$2.94M 0.14% 117
2025
Q4 		$7.77M Sell
13,724
-22
-0.2% -$11.7K 0.13% 125
2025
Q3 		$6.15M Sell
13,746
-953
-6% -$457K 0.14% 131
2025
Q2 		$7.99M Buy
14,699
+2,553
+21% +$1.33M 0.2% 94
2025
Q1 		$6.02M Buy
12,146
+2,713
+29% +$1.5M 0.19% 103
2024
Q4 		$4.92M Buy
9,433
+1,055
+13% +$549K 0.15% 118
2024
Q3 		$4.12M Sell
8,378
-19,141
-70% -$8.91M 0.13% 142
2024
Q2 		$12.2M Buy
27,519
+99
+0.4% +$39.4K 0.35% 56
2024
Q1 		$10.9M Buy
27,420
+10,945
+66% +$4.14M 0.32% 61
2023
Q4 		$5.56M Buy
16,475
+4,759
+41% +$1.42M 0.18% 109
2023
Q3 		$3.42M Sell
11,716
-3,701
-24% -$1.16M 0.12% 159
2023
Q2 		$5.27M Buy
15,417
+9,336
+154% +$2.82M 0.16% 115
2023
Q1 		$1.55M Sell
6,081
-650
-10% -$160K 0.05% 303
2022
Q4 		$1.79M Buy
+6,731
New +$1.64M 0.06% 270

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

Bleakley Financial Group's ISRG Position: Q2 2026 in Review

Bleakley Financial Group reduced its Intuitive Surgical (ISRG) stake by 6% in Q2 2026, selling an estimated $512K and leaving 18,371 shares worth $7.31M. The position accounts for 0.09% of the portfolio, ranked #167.

Bleakley Financial Group first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.2M in Q2 2024. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bleakley Financial Group held 18,371 shares of Intuitive Surgical worth $7.31M as of Q2 2026.
  • Bleakley Financial Group sold 1,172 Intuitive Surgical shares in Q2 2026, an estimated $512K.
  • Intuitive Surgical made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #167 holding.
  • Bleakley Financial Group first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Intuitive Surgical position peaked at $12.2M in Q2 2024.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.