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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
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 $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

BridgePort Financial Solutions's ISRG Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Intuitive Surgical (ISRG) stake by 0.8% in Q1 2026, selling an estimated $2.02K and leaving 495 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #212.

BridgePort Financial Solutions first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • BridgePort Financial Solutions held 495 shares of Intuitive Surgical worth $228K as of Q1 2026.
  • BridgePort Financial Solutions sold 4 Intuitive Surgical shares in Q1 2026, an estimated $2.02K.
  • Intuitive Surgical made up 0.06% of BridgePort Financial Solutions's portfolio in Q1 2026, its #212 holding.
  • BridgePort Financial Solutions first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's Intuitive Surgical position peaked at $330K in Q4 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.