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Callan Family Office’s Intuitive Surgical ISRG Stock Holding History

Callan Family Office’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 		$15.1M Buy
37,917
+2,690
+8% +$1.18M 0.29% 64
2026
Q1 		$16.2M Sell
35,227
-2,200
-6% -$1.11M 0.37% 48
2025
Q4 		$21.2M Buy
37,427
+6,920
+23% +$3.68M 0.46% 37
2025
Q3 		$13.6M Sell
30,507
-1,796
-6% -$862K 0.43% 43
2025
Q2 		$17.6M Buy
32,303
+18,134
+128% +$9.48M 0.55% 29
2025
Q1 		$7.02M Sell
14,169
-282
-2% -$156K 0.53% 34
2024
Q4 		$7.54M Buy
+14,451
New +$7.53M 0.48% 38

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

Callan Family Office's ISRG Position: Q2 2026 in Review

Callan Family Office increased its Intuitive Surgical (ISRG) stake by 7.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 37,917 shares worth $15.1M. The position accounts for 0.29% of the portfolio, ranked #64.

Callan Family Office first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.2M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Callan Family Office held 37,917 shares of Intuitive Surgical worth $15.1M as of Q2 2026.
  • Callan Family Office bought 2,690 Intuitive Surgical shares in Q2 2026, an estimated $1.18M.
  • Intuitive Surgical made up 0.29% of Callan Family Office's portfolio in Q2 2026, its #64 holding.
  • Callan Family Office first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Intuitive Surgical position peaked at $21.2M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.