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
Q2 		$6.36K Hold
16
– – ﹤0.01% 535
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 $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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's ISRG Position: Q2 2026 in Review

Bruce G. Allen Investments held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 16 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Bruce G. Allen Investments first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.06K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bruce G. Allen Investments held 16 shares of Intuitive Surgical worth $6.36K as of Q2 2026.
  • Bruce G. Allen Investments left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #535 holding.
  • Bruce G. Allen Investments first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Intuitive Surgical position peaked at $9.06K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.