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Patten Group’s Intuitive Surgical ISRG Stock Holding History

Patten Group’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 		$1.53M Sell
3,840
-393
-9% -$172K 0.24% 113
2026
Q1 		$1.95M Buy
4,233
+644
+18% +$326K 0.34% 89
2025
Q4 		$2.03M Buy
3,589
+2,169
+153% +$1.15M 0.38% 82
2025
Q3 		$635K Buy
+1,420
New +$681K 0.12% 162
2015
Q3 		– Sell
-450
Closed -$24.2K – 606
2015
Q2 		$24.2K Buy
+450
New +$25.2K 0.01% 356

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

Patten Group's ISRG Position: Q2 2026 in Review

Patten Group reduced its Intuitive Surgical (ISRG) stake by 9.3% in Q2 2026, selling an estimated $172K and leaving 3,840 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #113.

Patten Group first reported a position in ISRG in Q2 2015 and has held it in 5 quarters since. The position peaked at $2.03M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Patten Group held 3,840 shares of Intuitive Surgical worth $1.53M as of Q2 2026.
  • Patten Group sold 393 Intuitive Surgical shares in Q2 2026, an estimated $172K.
  • Intuitive Surgical made up 0.24% of Patten Group's portfolio in Q2 2026, its #113 holding.
  • Patten Group first reported a position in Intuitive Surgical in Q2 2015 and has held it in 5 quarters since.
  • Patten Group's Intuitive Surgical position peaked at $2.03M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.