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J.M. Forbes & Co’s Intuitive Surgical ISRG Stock Holding History

J.M. Forbes & Co’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 		$442K Hold
1,112
– – 0.03% 114
2026
Q1 		$513K Hold
1,112
– – 0.04% 103
2025
Q4 		$630K Sell
1,112
-10
-0.9% -$5.32K 0.05% 92
2025
Q3 		$502K Buy
1,122
+1
+0.1% +$480 0.04% 100
2025
Q2 		$609K Hold
1,121
– – 0.06% 91
2025
Q1 		$555K Sell
1,121
-832
-43% -$460K 0.05% 96
2024
Q4 		$1.02M Buy
1,953
+1,326
+211% +$691K 0.1% 81
2024
Q3 		$308K Buy
627
+72
+13% +$33.5K 0.03% 118
2024
Q2 		$247K Hold
555
– – 0.03% 125
2024
Q1 		$221K Buy
+555
New +$210K 0.02% 126

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

J.M. Forbes & Co's ISRG Position: Q2 2026 in Review

J.M. Forbes & Co held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,112 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #114.

J.M. Forbes & Co first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • J.M. Forbes & Co held 1,112 shares of Intuitive Surgical worth $442K as of Q2 2026.
  • J.M. Forbes & Co left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.03% of J.M. Forbes & Co's portfolio in Q2 2026, its #114 holding.
  • J.M. Forbes & Co first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • J.M. Forbes & Co's Intuitive Surgical position peaked at $1.02M in Q4 2024.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.