Blue Fin Capital
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
Q3 		$1.63M Sell
4,013
-222
-5% -$84.7K 0.22% 67
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Blue Fin Capital's ISRG Position: Q3 2026 in Review

Blue Fin Capital reduced its Intuitive Surgical (ISRG) stake by 5.2% in Q3 2026, selling an estimated $84.7K and leaving 4,013 shares worth $1.63M. The position accounts for 0.22% of the portfolio, ranked #67.

Blue Fin Capital first reported a position in ISRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.91M in Q2 2025. 1,678 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Blue Fin Capital held 4,013 shares of Intuitive Surgical worth $1.63M as of Q3 2026.
  • Blue Fin Capital sold 222 Intuitive Surgical shares in Q3 2026, an estimated $84.7K.
  • Intuitive Surgical made up 0.22% of Blue Fin Capital's portfolio in Q3 2026, its #67 holding.
  • Blue Fin Capital first reported a position in Intuitive Surgical in Q4 2021 and has held it in 17 quarters since.
  • Blue Fin Capital's Intuitive Surgical position peaked at $2.91M in Q2 2025.
  • 1,678 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Blue Fin Capital's 13F filing for Q3 2026, filed 28 Oct 2026.