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Bogart Wealth LLC’s Intuitive Surgical ISRG Stock Holding History

Bogart Wealth LLC’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 		$6.64M Buy
16,705
+486
+3% +$212K 0.23% 90
2026
Q1 		$7.48M Sell
16,219
-23
-0.1% -$11.6K 0.29% 77
2025
Q4 		$9.2M Sell
16,242
-334
-2% -$178K 0.37% 63
2025
Q3 		$7.41M Buy
16,576
+3,466
+26% +$1.66M 0.3% 81
2025
Q2 		$7.12M Buy
13,110
+591
+5% +$309K 0.3% 81
2025
Q1 		$6.2M Buy
12,519
+12,479
+31,198% +$6.9M 0.29% 83
2024
Q4 		$20.9K Buy
40
+6
+18% +$3.13K ﹤0.01% 575
2024
Q3 		$16.7K Hold
34
– – ﹤0.01% 582
2024
Q2 		$15.1K Sell
34
-100
-75% -$39.8K ﹤0.01% 583
2024
Q1 		$53.5K Hold
134
– – ﹤0.01% 367
2023
Q4 		$45.2K Buy
134
+22
+20% +$6.56K ﹤0.01% 392
2023
Q3 		$32.7K Buy
112
+18
+19% +$5.62K ﹤0.01% 404
2023
Q2 		$32.1K Sell
94
-21
-18% -$6.35K ﹤0.01% 390
2023
Q1 		$29.4K Buy
115
+101
+721% +$24.9K ﹤0.01% 401
2022
Q4 		$3.71K Sell
14
-134
-91% -$32.7K ﹤0.01% 714
2022
Q3 		$28K Buy
148
+61
+70% +$13.1K ﹤0.01% 388
2022
Q2 		$17K Buy
87
+78
+867% +$18.3K ﹤0.01% 439
2022
Q1 		$3K Hold
9
– – ﹤0.01% 633
2021
Q4 		$3K Hold
9
– – ﹤0.01% 616
2021
Q3 		$3K Buy
+9
New +$3.02K ﹤0.01% 589

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

Bogart Wealth LLC's ISRG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Intuitive Surgical (ISRG) stake by 3% in Q2 2026, buying an estimated $212K and bringing the position to 16,705 shares worth $6.64M. The position accounts for 0.23% of the portfolio, ranked #90.

Bogart Wealth LLC first reported a position in ISRG in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.2M in Q4 2025. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bogart Wealth LLC held 16,705 shares of Intuitive Surgical worth $6.64M as of Q2 2026.
  • Bogart Wealth LLC bought 486 Intuitive Surgical shares in Q2 2026, an estimated $212K.
  • Intuitive Surgical made up 0.23% of Bogart Wealth LLC's portfolio in Q2 2026, its #90 holding.
  • Bogart Wealth LLC first reported a position in Intuitive Surgical in Q3 2021 and has held it in 20 quarters since.
  • Bogart Wealth LLC's Intuitive Surgical position peaked at $9.2M in Q4 2025.
  • 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.