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McBroom & Associates’s Intuitive Surgical ISRG Stock Holding History

McBroom & 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 		$4.82M Sell
12,121
-4,627
-28% -$2.02M 2.42% 17
2026
Q1 		$7.72M Sell
16,748
-1,748
-9% -$884K 4.3% 12
2025
Q4 		$10.5M Buy
18,496
+273
+1% +$145K 5.09% 7
2025
Q3 		$8.15M Sell
18,223
-77
-0.4% -$37K 3.88% 12
2025
Q2 		$9.06M Hold
18,300
– – 5.18% 4
2025
Q1 		$9.06M Sell
18,300
-205
-1% -$113K 5.18% 4
2024
Q4 		$9.66M Sell
18,505
-35
-0.2% -$18.2K 5.46% 4
2024
Q3 		$9.11M Buy
18,540
+132
+0.7% +$61.5K 5.57% 5
2024
Q2 		$8.19M Buy
18,408
+192
+1% +$76.5K 5.13% 8
2024
Q1 		$7.27M Sell
18,216
-376
-2% -$142K 4.79% 8
2023
Q4 		$6.27M Buy
18,592
+59
+0.3% +$17.6K 4.57% 11
2023
Q3 		$5.42M Buy
18,533
+909
+5% +$284K 4.31% 11
2023
Q2 		$6.03M Buy
17,624
+344
+2% +$104K 4.75% 7
2023
Q1 		$4.41M Buy
17,280
+1,949
+13% +$480K 3.95% 13
2022
Q4 		$4.07M Sell
15,331
-732
-5% -$178K 4.41% 9
2022
Q3 		$3.01M Sell
16,063
-532
-3% -$114K 3.4% 17
2022
Q2 		$3.33M Sell
16,595
-1,023
-6% -$240K 3.62% 16
2022
Q1 		$5.32M Sell
17,618
-510
-3% -$149K 4.71% 8
2021
Q4 		$6.51M Buy
+18,128
New +$6.24M 4.9% 11

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

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

McBroom & Associates reduced its Intuitive Surgical (ISRG) stake by 28% in Q2 2026, selling an estimated $2.02M and leaving 12,121 shares worth $4.82M. The position accounts for 2.42% of the portfolio, ranked #17.

McBroom & Associates first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • McBroom & Associates held 12,121 shares of Intuitive Surgical worth $4.82M as of Q2 2026.
  • McBroom & Associates sold 4,627 Intuitive Surgical shares in Q2 2026, an estimated $2.02M.
  • Intuitive Surgical made up 2.42% of McBroom & Associates's portfolio in Q2 2026, its #17 holding.
  • McBroom & Associates first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • McBroom & Associates's Intuitive Surgical position peaked at $10.5M in Q4 2025.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.