Pathstone Holdings
ISRG icon

Pathstone Holdings’s Intuitive Surgical ISRG Stock Holding History

Pathstone Holdings’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 		$22.6M Sell
56,403
-2,478
-4% -$1.08M 0.07% 193
2026
Q1 		$27.1M Buy
58,881
+5,014
+9% +$2.54M 0.11% 139
2025
Q4 		$30.5M Buy
53,867
+5,440
+11% +$2.9M 0.12% 132
2025
Q3 		$21.7M Sell
48,427
-2,711
-5% -$1.3M 0.08% 164
2025
Q2 		$27.8M Buy
51,138
+2,070
+4% +$1.08M 0.11% 119
2025
Q1 		$24.3M Buy
49,068
+849
+2% +$470K 0.11% 141
2024
Q4 		$25.2M Sell
48,219
-709
-1% -$369K 0.11% 122
2024
Q3 		$24M Buy
48,928
+1,228
+3% +$572K 0.11% 138
2024
Q2 		$21.2M Buy
47,700
+291
+0.6% +$116K 0.1% 146
2024
Q1 		$18.9M Buy
47,409
+3,991
+9% +$1.51M 0.09% 164
2023
Q4 		$14.7M Buy
+43,418
New +$12.9M 0.08% 188

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

Pathstone Holdings's ISRG Position: Q2 2026 in Review

Pathstone Holdings reduced its Intuitive Surgical (ISRG) stake by 4.2% in Q2 2026, selling an estimated $1.08M and leaving 56,403 shares worth $22.6M. The position accounts for 0.07% of the portfolio, ranked #193.

Pathstone Holdings first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.5M in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Pathstone Holdings held 56,403 shares of Intuitive Surgical worth $22.6M as of Q2 2026.
  • Pathstone Holdings sold 2,478 Intuitive Surgical shares in Q2 2026, an estimated $1.08M.
  • Intuitive Surgical made up 0.07% of Pathstone Holdings's portfolio in Q2 2026, its #193 holding.
  • Pathstone Holdings first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Intuitive Surgical position peaked at $30.5M in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.