Havemeyer Place’s Intuitive Surgical ISRG Stock Holding History

Havemeyer Place’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	$1.67M	Buy	4,190 +3,526	+531%	+$1.54M	0.16%	214
2026 Q1	$306K	Buy	+664	New	+$336K	0.04%	440

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Havemeyer Place's ISRG Position: Q2 2026 in Review

Havemeyer Place increased its Intuitive Surgical (ISRG) stake by 531% in Q2 2026, buying an estimated $1.54M and bringing the position to 4,190 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #214.

Havemeyer Place first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Havemeyer Place held 4,190 shares of Intuitive Surgical worth $1.67M as of Q2 2026.
Havemeyer Place bought 3,526 Intuitive Surgical shares in Q2 2026, an estimated $1.54M.
Intuitive Surgical made up 0.16% of Havemeyer Place's portfolio in Q2 2026, its #214 holding.
Havemeyer Place first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.