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Dunhill Financial’s Intuitive Surgical ISRG Stock Holding History

Dunhill Financial’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 		$302K Buy
758
+27
+4% +$11.8K 0.06% 115
2026
Q1 		$337K Sell
731
-4
-0.5% -$2.02K 0.08% 99
2025
Q4 		$416K Buy
735
+19
+3% +$10.1K 0.1% 75
2025
Q3 		$320K Buy
716
+1
+0.1% +$480 0.08% 88
2025
Q2 		$389K Sell
715
-1
-0.1% -$523 0.11% 70
2025
Q1 		$355K Sell
716
-4
-0.6% -$2.21K 0.16% 61
2024
Q4 		$376K Buy
720
+15
+2% +$7.81K 0.17% 49
2024
Q3 		$346K Buy
705
+36
+5% +$16.8K 0.18% 47
2024
Q2 		$298K Buy
669
+615
+1,139% +$245K 0.18% 49
2024
Q1 		$21.5K Buy
54
+4
+8% +$1.51K 0.02% 169
2023
Q4 		$16.9K Buy
+50
New +$14.9K 0.02% 168

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

Dunhill Financial's ISRG Position: Q2 2026 in Review

Dunhill Financial increased its Intuitive Surgical (ISRG) stake by 3.7% in Q2 2026, buying an estimated $11.8K and bringing the position to 758 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #115.

Dunhill Financial first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Dunhill Financial held 758 shares of Intuitive Surgical worth $302K as of Q2 2026.
  • Dunhill Financial bought 27 Intuitive Surgical shares in Q2 2026, an estimated $11.8K.
  • Intuitive Surgical made up 0.06% of Dunhill Financial's portfolio in Q2 2026, its #115 holding.
  • Dunhill Financial first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Intuitive Surgical position peaked at $416K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.