BGAI
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Bruce G. Allen Investments’s Intuitive Surgical ISRG Stock Holding History

Bruce G. Allen Investments’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 		$7.38K Hold
16
– – ﹤0.01% 521
2025
Q4 		$9.06K Hold
16
– – 0.01% 487
2025
Q3 		$7.16K Hold
16
– – 0.01% 512
2025
Q2 		$8.7K Hold
16
– – 0.01% 495
2025
Q1 		$7.92K Hold
16
– – 0.01% 492
2024
Q4 		$8.35K Hold
16
– – 0.01% 498
2024
Q3 		$7.86K Hold
16
– – 0.01% 513
2024
Q2 		$7.12K Hold
16
– – 0.01% 516
2024
Q1 		$6.38K Sell
16
-8
-33% -$3.02K 0.01% 549
2023
Q4 		$8.1K Buy
+24
New +$7.15K 0.01% 524

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

Bruce G. Allen Investments's ISRG Position: Q1 2026 in Review

Bruce G. Allen Investments held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 16 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Bruce G. Allen Investments first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.06K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bruce G. Allen Investments held 16 shares of Intuitive Surgical worth $7.38K as of Q1 2026.
  • Bruce G. Allen Investments left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #521 holding.
  • Bruce G. Allen Investments first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Intuitive Surgical position peaked at $9.06K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.