Brown Shipley & Co’s Intuitive Surgical ISRG Stock Holding History

Brown Shipley & Co’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	-93	Closed	-$42.9K	–	80
2026 Q1	$42.9K	Buy	+93	New	+$47K	0.03%	58

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

Brown Shipley & Co's ISRG Position: Q2 2026 in Review

Brown Shipley & Co sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 93 shares — an estimated $42.9K sold.

Brown Shipley & Co first reported a position in ISRG in Q1 2026 and held it in 1 quarter. The position peaked at $42.9K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Brown Shipley & Co reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Brown Shipley & Co sold 93 Intuitive Surgical shares in Q2 2026, an estimated $42.9K.
Brown Shipley & Co first reported a position in Intuitive Surgical in Q1 2026 and held it in 1 quarter.
Brown Shipley & Co's Intuitive Surgical position peaked at $42.9K in Q1 2026.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.