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New England Research & Management’s Intuitive Surgical ISRG Stock Holding History

New England Research & Management’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 		– Sell
-1,279
Closed -$590K – 154
2026
Q1 		$590K Buy
+1,279
New +$647K 0.25% 102

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

New England Research & Management's ISRG Position: Q2 2026 in Review

New England Research & Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 1,279 shares — an estimated $590K sold.

New England Research & Management first reported a position in ISRG in Q1 2026 and held it in 1 quarter. The position peaked at $590K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • New England Research & Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • New England Research & Management sold 1,279 Intuitive Surgical shares in Q2 2026, an estimated $590K.
  • New England Research & Management first reported a position in Intuitive Surgical in Q1 2026 and held it in 1 quarter.
  • New England Research & Management's Intuitive Surgical position peaked at $590K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.