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Box Hill Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Box Hill 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 		– Sell
-522
Closed -$241K – 69
2026
Q1 		$241K Sell
522
-127
-20% -$64.3K 0.24% 58
2025
Q4 		$368K Buy
+649
New +$346K 0.37% 40

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

Box Hill Private Wealth's ISRG Position: Q2 2026 in Review

Box Hill Private Wealth sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 522 shares — an estimated $241K sold.

Box Hill Private Wealth first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $368K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Box Hill Private Wealth reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Box Hill Private Wealth sold 522 Intuitive Surgical shares in Q2 2026, an estimated $241K.
  • Box Hill Private Wealth first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
  • Box Hill Private Wealth's Intuitive Surgical position peaked at $368K in Q4 2025.
  • 2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.