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BridgePort Financial Solutions’s Intuitive Surgical ISRG Stock Holding History

BridgePort Financial Solutions’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
-495
Closed -$228K – 246
2026
Q1 		$228K Sell
495
-4
-0.8% -$2.02K 0.06% 212
2025
Q4 		$283K Sell
499
-77
-13% -$41K 0.08% 191
2025
Q3 		$258K Hold
576
– – 0.07% 195
2025
Q2 		$313K Sell
576
-8
-1% -$4.18K 0.1% 149
2025
Q1 		$289K Sell
584
-2
-0.3% -$1.11K 0.13% 130
2024
Q4 		$330K Buy
+586
New +$305K 0.15% 120

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

BridgePort Financial Solutions's ISRG Position: Q2 2026 in Review

BridgePort Financial Solutions sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 495 shares — an estimated $228K sold.

BridgePort Financial Solutions first reported a position in ISRG in Q4 2024 and held it in 6 quarters. The position peaked at $330K in Q4 2024. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • BridgePort Financial Solutions reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 495 Intuitive Surgical shares in Q2 2026, an estimated $228K.
  • BridgePort Financial Solutions first reported a position in Intuitive Surgical in Q4 2024 and held it in 6 quarters.
  • BridgePort Financial Solutions's Intuitive Surgical position peaked at $330K in Q4 2024.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.