Brick & Kyle Associates’s Intuitive Surgical ISRG Stock Holding History

Brick & Kyle Associates’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	$2.53M	Hold	5,482	–	–	0.83%	35
2026 Q1	$2.53M	Sell	5,482 -439	-7%	-$222K	0.83%	35
2025 Q4	$3.35M	Sell	5,921 -30	-0.5%	-$16K	1.19%	34
2025 Q3	$2.66M	Buy	+5,951	New	+$2.86M	0.98%	32
2017 Q2	–	Sell	-450	Closed	-$38K	–	218
2017 Q1	$38K	Hold	450	–	–	0.03%	204
2016 Q4	$32K	Hold	450	–	–	0.03%	221
2016 Q3	$36K	Hold	450	–	–	0.03%	209
2016 Q2	$33K	Hold	450	–	–	0.03%	209
2016 Q1	$30K	Hold	450	–	–	0.03%	216
2015 Q4	$27K	Hold	450	–	–	0.02%	218
2015 Q3	$23K	Hold	450	–	–	0.02%	237
2015 Q2	$24K	Hold	450	–	–	0.02%	251
2015 Q1	$25K	Hold	450	–	–	0.02%	251
2014 Q4	$26K	Buy	+450	New	+$25.1K	0.02%	233

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brick & Kyle Associates's ISRG Position: Q2 2026 in Review

Brick & Kyle Associates held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 5,482 shares worth $2.53M. The position accounts for 0.83% of the portfolio, ranked #35.

Brick & Kyle Associates first reported a position in ISRG in Q4 2014 and has held it in 14 quarters since. The position peaked at $3.35M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Brick & Kyle Associates held 5,482 shares of Intuitive Surgical worth $2.53M as of Q2 2026.
Brick & Kyle Associates left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.83% of Brick & Kyle Associates's portfolio in Q2 2026, its #35 holding.
Brick & Kyle Associates first reported a position in Intuitive Surgical in Q4 2014 and has held it in 14 quarters since.
Brick & Kyle Associates's Intuitive Surgical position peaked at $3.35M in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.