BHFP
ISRG icon

Blom & Howell Financial Planning’s Intuitive Surgical ISRG Stock Holding History

Blom & Howell Financial Planning’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 		$270K Sell
679
-1
-0.1% -$437 0.22% 53
2026
Q1 		$313K Sell
680
-72
-10% -$36.4K 0.31% 44
2025
Q4 		$426K Buy
+752
New +$400K 0.42% 38

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

Blom & Howell Financial Planning's ISRG Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Intuitive Surgical (ISRG) stake by 0.15% in Q2 2026, selling an estimated $437 and leaving 679 shares worth $270K. The position accounts for 0.22% of the portfolio, ranked #53.

Blom & Howell Financial Planning first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $426K in Q4 2025. 2,240 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Blom & Howell Financial Planning held 679 shares of Intuitive Surgical worth $270K as of Q2 2026.
  • Blom & Howell Financial Planning sold 1 Intuitive Surgical share in Q2 2026, an estimated $437.
  • Intuitive Surgical made up 0.22% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #53 holding.
  • Blom & Howell Financial Planning first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Intuitive Surgical position peaked at $426K in Q4 2025.
  • 2,240 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.