Coastal Bridge Advisors’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$376K Buy
946
+42
+5% +$18.3K 0.02% 364
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 0.05% 265

Other funds holding ISRG

Coastal Bridge Advisors's ISRG Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Intuitive Surgical (ISRG) stake by 4.6% in Q2 2026, buying an estimated $18.3K and bringing the position to 946 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #364.

Coastal Bridge Advisors first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $588K in Q1 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Coastal Bridge Advisors held 946 shares of Intuitive Surgical worth $376K as of Q2 2026.
  • Coastal Bridge Advisors bought 42 Intuitive Surgical shares in Q2 2026, an estimated $18.3K.
  • Intuitive Surgical made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #364 holding.
  • Coastal Bridge Advisors first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Intuitive Surgical position peaked at $588K in Q1 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.