Blue Square Asset Management
ISRG icon

Blue Square Asset Management’s Intuitive Surgical ISRG Stock Holding History

Blue Square Asset 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
Q3 		$5.05M Sell
12,424
-611
-5% -$233K 2.01% 18
2026
Q2 		$5.18M Buy
13,035
+9
+0.1% +$3.93K 2.1% 17
2026
Q1 		$6M Buy
13,026
+94
+0.7% +$47.6K 2.85% 13
2025
Q4 		$7.32M Buy
12,932
+188
+1% +$100K 3.25% 11
2025
Q3 		$5.7M Buy
12,744
+17
+0.1% +$8.16K 2.49% 16
2025
Q2 		$6.92M Sell
12,727
-227
-2% -$119K 3.24% 8
2025
Q1 		$6.42M Buy
12,954
+1,963
+18% +$1.09M 3.45% 7
2024
Q4 		$5.74M Buy
10,991
+259
+2% +$135K 2.86% 12
2024
Q3 		$5.27M Buy
10,732
+217
+2% +$101K 2.83% 11
2024
Q2 		$4.68M Buy
10,515
+266
+3% +$106K 2.73% 10
2024
Q1 		$4.09M Sell
10,249
-567
-5% -$214K 2.71% 8
2023
Q4 		$3.65M Sell
10,816
-41
-0.4% -$12.2K 2.43% 9
2023
Q3 		$3.17M Buy
10,857
+4,823
+80% +$1.51M 2.34% 8
2023
Q2 		$2.06M Buy
6,034
+4,308
+250% +$1.3M 1.47% 11
2023
Q1 		$441K Buy
+1,726
New +$425K 0.29% 51
2022
Q3 		– Sell
-7,842
Closed -$1.57M – 40
2022
Q2 		$1.57M Sell
7,842
-4,012
-34% -$941K 3.39% 7
2022
Q1 		$3.58M Buy
11,854
+3,131
+36% +$915K 2.99% 8
2021
Q4 		$3.13M Buy
8,723
+80
+0.9% +$27.5K 1.95% 11
2021
Q3 		$2.86M Buy
8,643
+144
+2% +$48.4K 1.79% 12
2021
Q2 		$2.6M Buy
8,499
+492
+6% +$138K 1.6% 13
2021
Q1 		$1.97M Buy
8,007
+348
+5% +$87.6K 1.26% 18
2020
Q4 		$2.09M Sell
7,659
-2,478
-24% -$615K 1.39% 16
2020
Q3 		$2.4M Sell
10,137
-3
-0% -$674 1.64% 15
2020
Q2 		$1.93M Sell
10,140
-2,406
-19% -$431K 1.33% 17
2020
Q1 		$2.07M Buy
+12,546
New +$2.3M 1.91% 14

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Blue Square Asset Management's ISRG Position: Q3 2026 in Review

Blue Square Asset Management reduced its Intuitive Surgical (ISRG) stake by 4.7% in Q3 2026, selling an estimated $233K and leaving 12,424 shares worth $5.05M. The position accounts for 2.01% of the portfolio, ranked #18.

Blue Square Asset Management first reported a position in ISRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.32M in Q4 2025. 1,351 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Blue Square Asset Management held 12,424 shares of Intuitive Surgical worth $5.05M as of Q3 2026.
  • Blue Square Asset Management sold 611 Intuitive Surgical shares in Q3 2026, an estimated $233K.
  • Intuitive Surgical made up 2.01% of Blue Square Asset Management's portfolio in Q3 2026, its #18 holding.
  • Blue Square Asset Management first reported a position in Intuitive Surgical in Q1 2020 and has held it in 25 quarters since.
  • Blue Square Asset Management's Intuitive Surgical position peaked at $7.32M in Q4 2025.
  • 1,351 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Blue Square Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.