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Broadleaf Partners’s Intuitive Surgical ISRG Stock Holding History

Broadleaf Partners’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 		$4.86M Sell
12,225
-5,962
-33% -$2.6M 0.94% 34
2026
Q1 		$8.38M Sell
18,187
-553
-3% -$280K 1.95% 18
2025
Q4 		$10.6M Sell
18,740
-30
-0.2% -$16K 2.24% 16
2025
Q3 		$8.39M Sell
18,770
-294
-2% -$141K 1.75% 27
2025
Q2 		$10.4M Sell
19,064
-97
-0.5% -$50.7K 2.28% 17
2025
Q1 		$9.49M Sell
19,161
-4,997
-21% -$2.76M 2.48% 15
2024
Q4 		$12.6M Sell
24,158
-286
-1% -$149K 2.95% 10
2024
Q3 		$12M Sell
24,444
-85
-0.3% -$39.6K 2.84% 11
2024
Q2 		$10.9M Sell
24,529
-131
-0.5% -$52.2K 2.64% 15
2024
Q1 		$9.84M Sell
24,660
-182
-0.7% -$68.8K 2.52% 16
2023
Q4 		$8.38M Sell
24,842
-4,712
-16% -$1.4M 2.46% 16
2023
Q3 		$8.64M Sell
29,554
-172
-0.6% -$53.7K 2.88% 12
2023
Q2 		$10.2M Sell
29,726
-73
-0.2% -$22.1K 3.32% 4
2023
Q1 		$7.61M Buy
29,799
+622
+2% +$153K 2.71% 12
2022
Q4 		$7.74M Buy
29,177
+4,895
+20% +$1.19M 3.05% 7
2022
Q3 		$4.55M Sell
24,282
-40
-0.2% -$8.59K 1.89% 24
2022
Q2 		$4.88M Buy
24,322
+626
+3% +$147K 2.04% 22
2022
Q1 		$7.15M Buy
23,696
+57
+0.2% +$16.7K 2.38% 18
2021
Q4 		$8.49M Buy
23,639
+8
+0% +$2.75K 2.61% 13
2021
Q3 		$7.83M Buy
23,631
+993
+4% +$333K 2.59% 11
2021
Q2 		$6.94M Sell
22,638
-831
-4% -$233K 2.41% 15
2021
Q1 		$5.78M Buy
23,469
+894
+4% +$225K 2.18% 17
2020
Q4 		$6.16M Sell
22,575
-81
-0.4% -$20.1K 2.43% 13
2020
Q3 		$5.36M Buy
22,656
+138
+0.6% +$31K 2.36% 17
2020
Q2 		$4.28M Buy
22,518
+168
+0.8% +$30.1K 2.1% 18
2020
Q1 		$3.69M Buy
22,350
+3,948
+21% +$723K 2.38% 16
2019
Q4 		$3.63M Buy
+18,402
New +$3.45M 1.99% 20

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

Broadleaf Partners's ISRG Position: Q2 2026 in Review

Broadleaf Partners reduced its Intuitive Surgical (ISRG) stake by 33% in Q2 2026, selling an estimated $2.6M and leaving 12,225 shares worth $4.86M. The position accounts for 0.94% of the portfolio, ranked #34.

Broadleaf Partners first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.6M in Q4 2024. 2,253 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Broadleaf Partners held 12,225 shares of Intuitive Surgical worth $4.86M as of Q2 2026.
  • Broadleaf Partners sold 5,962 Intuitive Surgical shares in Q2 2026, an estimated $2.6M.
  • Intuitive Surgical made up 0.94% of Broadleaf Partners's portfolio in Q2 2026, its #34 holding.
  • Broadleaf Partners first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
  • Broadleaf Partners's Intuitive Surgical position peaked at $12.6M in Q4 2024.
  • 2,253 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.