BWP
ISRG icon

Burling Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Burling Wealth 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 		$230K Sell
578
-20
-3% -$8.74K 0.03% 174
2026
Q1 		$276K Sell
598
-255
-30% -$129K 0.04% 160
2025
Q4 		$483K Sell
853
-1
-0.1% -$532 0.08% 134
2025
Q3 		$382K Sell
854
-38
-4% -$18.2K 0.06% 139
2025
Q2 		$485K Sell
892
-172
-16% -$89.9K 0.09% 125
2025
Q1 		$527K Sell
1,064
-55
-5% -$30.4K 0.11% 113
2024
Q4 		$584K Buy
+1,119
New +$583K 0.12% 115

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

Burling Wealth Partners's ISRG Position: Q2 2026 in Review

Burling Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 3.3% in Q2 2026, selling an estimated $8.74K and leaving 578 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #174.

Burling Wealth Partners first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Burling Wealth Partners held 578 shares of Intuitive Surgical worth $230K as of Q2 2026.
  • Burling Wealth Partners sold 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
  • Intuitive Surgical made up 0.03% of Burling Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Burling Wealth Partners first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Intuitive Surgical position peaked at $584K in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.