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Bollard Group’s Intuitive Surgical ISRG Stock Holding History

Bollard Group’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 		$83K Sell
208
-76
-27% -$33.2K ﹤0.01% 208
2026
Q1 		$131K Hold
284
– – ﹤0.01% 195
2025
Q4 		$161K Buy
+284
New +$151K ﹤0.01% 191
2023
Q3 		– Sell
-5
Closed -$2K – 532
2023
Q2 		$2K Buy
+5
New +$1.51K ﹤0.01% 533

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

Bollard Group's ISRG Position: Q2 2026 in Review

Bollard Group reduced its Intuitive Surgical (ISRG) stake by 27% in Q2 2026, selling an estimated $33.2K and leaving 208 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Bollard Group first reported a position in ISRG in Q2 2023 and has held it in 4 quarters since. The position peaked at $161K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bollard Group held 208 shares of Intuitive Surgical worth $83K as of Q2 2026.
  • Bollard Group sold 76 Intuitive Surgical shares in Q2 2026, an estimated $33.2K.
  • Intuitive Surgical made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #208 holding.
  • Bollard Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 4 quarters since.
  • Bollard Group's Intuitive Surgical position peaked at $161K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.