JSC
ISRG icon

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

J. Stern & 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 		$1.72M Buy
4,337
+178
+4% +$77.8K 0.16% 33
2026
Q1 		$1.92M Buy
4,159
+403
+11% +$204K 0.19% 32
2025
Q4 		$2.13M Sell
3,756
-7,678
-67% -$4.09M 0.18% 31
2025
Q3 		$5.11M Buy
+11,434
New +$5.49M 0.39% 31

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. Stern & Co's ISRG Position: Q2 2026 in Review

J. Stern & Co increased its Intuitive Surgical (ISRG) stake by 4.3% in Q2 2026, buying an estimated $77.8K and bringing the position to 4,337 shares worth $1.72M. The position accounts for 0.16% of the portfolio, ranked #33.

J. Stern & Co first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.11M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • J. Stern & Co held 4,337 shares of Intuitive Surgical worth $1.72M as of Q2 2026.
  • J. Stern & Co bought 178 Intuitive Surgical shares in Q2 2026, an estimated $77.8K.
  • Intuitive Surgical made up 0.16% of J. Stern & Co's portfolio in Q2 2026, its #33 holding.
  • J. Stern & Co first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • J. Stern & Co's Intuitive Surgical position peaked at $5.11M in Q3 2025.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.