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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bollard Group's ISRG Position: Q1 2026 in Review

Bollard Group held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 284 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Bollard Group first reported a position in ISRG in Q2 2023 and has held it in 3 quarters since. The position peaked at $161K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bollard Group held 284 shares of Intuitive Surgical worth $131K as of Q1 2026.
  • Bollard Group left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up ﹤0.01% of Bollard Group's portfolio in Q1 2026, its #195 holding.
  • Bollard Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 3 quarters since.
  • Bollard Group's Intuitive Surgical position peaked at $161K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.