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Boomfish Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Boomfish Wealth 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 		$1.02M Buy
2,569
+370
+17% +$162K 0.47% 60
2026
Q1 		$1.01M Buy
+2,199
New +$1.11M 0.54% 62
2024
Q3 		– Sell
-2,177
Closed -$968K – 92
2024
Q2 		$968K Sell
2,177
-108
-5% -$43K 0.63% 68
2024
Q1 		$912K Sell
2,285
-6
-0.3% -$2.27K 0.61% 71
2023
Q4 		$773K Buy
+2,291
New +$683K 0.56% 71

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

Boomfish Wealth Group's ISRG Position: Q2 2026 in Review

Boomfish Wealth Group increased its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, buying an estimated $162K and bringing the position to 2,569 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #60.

Boomfish Wealth Group first reported a position in ISRG in Q4 2023 and has held it in 5 quarters since. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Boomfish Wealth Group held 2,569 shares of Intuitive Surgical worth $1.02M as of Q2 2026.
  • Boomfish Wealth Group bought 370 Intuitive Surgical shares in Q2 2026, an estimated $162K.
  • Intuitive Surgical made up 0.47% of Boomfish Wealth Group's portfolio in Q2 2026, its #60 holding.
  • Boomfish Wealth Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 5 quarters since.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.