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BOK Financial Private Wealth’s Intuitive Surgical ISRG Stock Holding History

BOK Financial Private Wealth’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 		$79.5K Buy
200
+20
+11% +$8.74K ﹤0.01% 245
2026
Q1 		$83K Hold
180
– – 0.01% 232
2025
Q4 		$102K Hold
180
– – 0.01% 224
2025
Q3 		$80.5K Hold
180
– – 0.01% 220
2025
Q2 		$97.8K Sell
180
-55
-23% -$28.8K 0.01% 207
2025
Q1 		$116K Buy
235
+49
+26% +$27.1K 0.01% 200
2024
Q4 		$97.1K Buy
186
+6
+3% +$3.13K 0.01% 212
2024
Q3 		$88.4K Sell
180
-72
-29% -$33.5K 0.01% 217
2024
Q2 		$112K Buy
252
+72
+40% +$28.7K 0.01% 201
2024
Q1 		$71.8K Buy
+180
New +$68K 0.01% 228
2023
Q4 		– Sell
-25
Closed -$7.31K – 528
2023
Q3 		$7.31K Buy
+25
New +$7.81K ﹤0.01% 328
2022
Q2 		– Sell
-1,269
Closed -$383K – 408
2022
Q1 		$383K Sell
1,269
-72
-5% -$21K 0.03% 196
2021
Q4 		$482K Buy
1,341
+237
+21% +$81.5K 0.03% 173
2021
Q3 		$366K Buy
1,104
+204
+23% +$68.5K 0.03% 174
2021
Q2 		$276K Buy
+900
New +$252K 0.02% 185
2021
Q1 		– Sell
-1,428
Closed -$389K – 199
2020
Q4 		$389K Buy
1,428
+18
+1% +$4.47K 0.04% 134
2020
Q3 		$333K Buy
1,410
+3
+0.2% +$674 0.03% 135
2020
Q2 		$267K Buy
1,407
+36
+3% +$6.45K 0.03% 145
2020
Q1 		$226K Buy
1,371
+63
+5% +$11.5K 0.03% 168
2019
Q4 		$258K Buy
+1,308
New +$245K 0.02% 166

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

BOK Financial Private Wealth's ISRG Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, buying an estimated $8.74K and bringing the position to 200 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

BOK Financial Private Wealth first reported a position in ISRG in Q4 2019 and has held it in 20 quarters since. The position peaked at $482K in Q4 2021. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • BOK Financial Private Wealth held 200 shares of Intuitive Surgical worth $79.5K as of Q2 2026.
  • BOK Financial Private Wealth bought 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
  • Intuitive Surgical made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #245 holding.
  • BOK Financial Private Wealth first reported a position in Intuitive Surgical in Q4 2019 and has held it in 20 quarters since.
  • BOK Financial Private Wealth's Intuitive Surgical position peaked at $482K in Q4 2021.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.