Blue Bell Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Blue Bell Private 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 Q2	$65.2K	Buy	164 +5	+3%	+$2.18K	0.01%	397
2026 Q1	$73.3K	Buy	159 +9	+6%	+$4.55K	0.01%	375
2025 Q4	$85K	Buy	150 +5	+3%	+$2.66K	0.01%	351
2025 Q3	$64.8K	Buy	145 +1	+0.7%	+$480	0.01%	371
2025 Q2	$78.3K	Buy	144 +24	+20%	+$12.5K	0.01%	338
2025 Q1	$59.4K	Hold	120	–	–	0.01%	361
2024 Q4	$62.6K	Hold	120	–	–	0.01%	333
2024 Q3	$59K	Sell	120 -2	-2%	-$931	0.01%	342
2024 Q2	$54.3K	Buy	122 +1	+0.8%	+$398	0.01%	344
2024 Q1	$48.3K	Buy	121 +2	+2%	+$756	0.01%	357
2023 Q4	$40.1K	Hold	119	–	–	0.01%	353
2023 Q3	$34.8K	Hold	119	–	–	0.01%	298
2023 Q2	$40.7K	Buy	119 +8	+7%	+$2.42K	0.01%	277
2023 Q1	$28.4K	Hold	111	–	–	0.01%	285
2022 Q4	$29.5K	Hold	111	–	–	0.01%	272
2022 Q3	$21K	Sell	111 -15	-12%	-$3.22K	0.01%	293
2022 Q2	$25K	Hold	126	–	–	0.01%	289
2022 Q1	$38K	Sell	126 -10	-7%	-$2.92K	0.01%	248
2021 Q4	$49K	Buy	+136	New	+$46.8K	0.01%	211

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blue Bell Private Wealth Management's ISRG Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Intuitive Surgical (ISRG) stake by 3.1% in Q2 2026, buying an estimated $2.18K and bringing the position to 164 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #397.

Blue Bell Private Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $85K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Blue Bell Private Wealth Management held 164 shares of Intuitive Surgical worth $65.2K as of Q2 2026.
Blue Bell Private Wealth Management bought 5 Intuitive Surgical shares in Q2 2026, an estimated $2.18K.
Intuitive Surgical made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #397 holding.
Blue Bell Private Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Intuitive Surgical position peaked at $85K in Q4 2025.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.