BFC
ISRG icon

Blue Fin Capital’s Intuitive Surgical ISRG Stock Holding History

Blue Fin Capital’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 		$1.68M Sell
4,235
-559
-12% -$244K 0.24% 63
2026
Q1 		$2.21M Buy
4,794
+25
+0.5% +$12.6K 0.36% 51
2025
Q4 		$2.7M Sell
4,769
-143
-3% -$76.1K 0.42% 44
2025
Q3 		$2.2M Sell
4,912
-435
-8% -$209K 0.35% 51
2025
Q2 		$2.91M Buy
5,347
+332
+7% +$174K 0.49% 42
2025
Q1 		$2.48M Buy
5,015
+3,418
+214% +$1.89M 0.48% 41
2024
Q4 		$834K Buy
1,597
+191
+14% +$99.5K 0.15% 83
2024
Q3 		$691K Buy
1,406
+60
+4% +$27.9K 0.13% 88
2024
Q2 		$599K Buy
1,346
+462
+52% +$184K 0.12% 88
2024
Q1 		$353K Buy
884
+20
+2% +$7.56K 0.08% 113
2023
Q4 		$291K Buy
864
+64
+8% +$19.1K 0.07% 120
2023
Q3 		$234K Buy
800
+105
+15% +$32.8K 0.07% 124
2023
Q2 		$238K Sell
695
-4
-0.6% -$1.21K 0.07% 125
2023
Q1 		$212K Buy
+699
New +$172K 0.07% 129
2022
Q2 		– Sell
-770
Closed -$232K – 136
2022
Q1 		$232K Buy
770
+71
+10% +$20.7K 0.07% 121
2021
Q4 		$251K Buy
+699
New +$240K 0.07% 122

Other funds holding ISRG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Blue Fin Capital's ISRG Position: Q2 2026 in Review

Blue Fin Capital reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $244K and leaving 4,235 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #63.

Blue Fin Capital first reported a position in ISRG in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.91M in Q2 2025. 1,081 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Blue Fin Capital held 4,235 shares of Intuitive Surgical worth $1.68M as of Q2 2026.
  • Blue Fin Capital sold 559 Intuitive Surgical shares in Q2 2026, an estimated $244K.
  • Intuitive Surgical made up 0.24% of Blue Fin Capital's portfolio in Q2 2026, its #63 holding.
  • Blue Fin Capital first reported a position in Intuitive Surgical in Q4 2021 and has held it in 16 quarters since.
  • Blue Fin Capital's Intuitive Surgical position peaked at $2.91M in Q2 2025.
  • 1,081 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.