CBA
ISRG icon

Coastal Bridge Advisors’s Intuitive Surgical ISRG Stock Holding History

Coastal Bridge Advisors’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 		$417K Sell
904
-1
-0.1% -$506 0.03% 336
2025
Q4 		$513K Sell
905
-13
-1% -$6.92K 0.04% 303
2025
Q3 		$411K Sell
918
-155
-14% -$74.4K 0.03% 325
2025
Q2 		$583K Sell
1,073
-114
-10% -$59.6K 0.05% 273
2025
Q1 		$588K Buy
+1,187
New +$656K 0.15% 152

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

Coastal Bridge Advisors's ISRG Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Intuitive Surgical (ISRG) stake by 0.11% in Q1 2026, selling an estimated $506 and leaving 904 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #336.

Coastal Bridge Advisors first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $588K in Q1 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Coastal Bridge Advisors held 904 shares of Intuitive Surgical worth $417K as of Q1 2026.
  • Coastal Bridge Advisors sold 1 Intuitive Surgical share in Q1 2026, an estimated $506.
  • Intuitive Surgical made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #336 holding.
  • Coastal Bridge Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Intuitive Surgical position peaked at $588K in Q1 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.