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Klingman & Associates’s Intuitive Surgical ISRG Stock Holding History

Klingman & Associates’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 		$662K Buy
1,665
+457
+38% +$200K 0.03% 173
2026
Q1 		$557K Sell
1,208
-14
-1% -$7.08K 0.03% 183
2025
Q4 		$692K Buy
1,222
+71
+6% +$37.8K 0.03% 157
2025
Q3 		$515K Buy
1,151
+58
+5% +$27.8K 0.03% 186
2025
Q2 		$594K Buy
1,093
+254
+30% +$133K 0.03% 154
2025
Q1 		$416K Buy
839
+59
+8% +$32.6K 0.03% 179
2024
Q4 		$407K Buy
780
+55
+8% +$28.6K 0.03% 173
2024
Q3 		$356K Buy
725
+44
+6% +$20.5K 0.02% 199
2024
Q2 		$303K Buy
681
+173
+34% +$68.9K 0.02% 189
2024
Q1 		$203K Buy
+508
New +$192K 0.01% 231

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

Klingman & Associates's ISRG Position: Q2 2026 in Review

Klingman & Associates increased its Intuitive Surgical (ISRG) stake by 38% in Q2 2026, buying an estimated $200K and bringing the position to 1,665 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #173.

Klingman & Associates first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $692K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Klingman & Associates held 1,665 shares of Intuitive Surgical worth $662K as of Q2 2026.
  • Klingman & Associates bought 457 Intuitive Surgical shares in Q2 2026, an estimated $200K.
  • Intuitive Surgical made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #173 holding.
  • Klingman & Associates first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Klingman & Associates's Intuitive Surgical position peaked at $692K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.