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Pinnacle Associates’s Intuitive Surgical ISRG Stock Holding History

Pinnacle 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 		$1.12M Sell
2,822
-155
-5% -$67.7K 0.01% 510
2026
Q1 		$1.37M Buy
2,977
+247
+9% +$125K 0.02% 462
2025
Q4 		$1.55M Buy
2,730
+110
+4% +$58.6K 0.02% 441
2025
Q3 		$1.17M Buy
2,620
+42
+2% +$20.2K 0.02% 482
2025
Q2 		$1.4M Buy
2,578
+157
+6% +$82.1K 0.02% 447
2025
Q1 		$1.2M Buy
2,421
+15
+0.6% +$8.29K 0.02% 463
2024
Q4 		$1.26M Sell
2,406
-146
-6% -$76K 0.02% 444
2024
Q3 		$861K Buy
2,552
+53
+2% +$24.7K 0.01% 489
2024
Q2 		$1.11M Sell
2,499
-37
-1% -$14.7K 0.02% 448
2024
Q1 		$1.01M Sell
2,536
-16
-0.6% -$6.05K 0.02% 478
2023
Q4 		$861K Buy
2,552
+251
+11% +$74.8K 0.01% 497
2023
Q3 		$673K Buy
2,301
+35
+2% +$10.9K 0.01% 511
2023
Q2 		$775K Sell
2,266
-17
-0.7% -$5.14K 0.01% 498
2023
Q1 		$583K Buy
2,283
+286
+14% +$70.5K 0.01% 490
2022
Q4 		$530K Buy
1,997
+102
+5% +$24.9K 0.01% 487
2022
Q3 		$355K Buy
1,895
+570
+43% +$122K 0.01% 565
2022
Q2 		$266K Buy
+1,325
New +$311K 0.01% 640
2014
Q4 		– Sell
-11,295
Closed -$580K – 630
2014
Q3 		$580K Buy
11,295
+1,305
+13% +$64.8K 0.01% 445
2014
Q2 		$457K Buy
+9,990
New +$441K 0.01% 474
2014
Q1 		– Sell
-4,905
Closed -$209K – 613
2013
Q4 		$209K Buy
+4,905
New +$206K ﹤0.01% 559

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

Pinnacle Associates's ISRG Position: Q2 2026 in Review

Pinnacle Associates reduced its Intuitive Surgical (ISRG) stake by 5.2% in Q2 2026, selling an estimated $67.7K and leaving 2,822 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #510.

Pinnacle Associates first reported a position in ISRG in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.55M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Pinnacle Associates held 2,822 shares of Intuitive Surgical worth $1.12M as of Q2 2026.
  • Pinnacle Associates sold 155 Intuitive Surgical shares in Q2 2026, an estimated $67.7K.
  • Intuitive Surgical made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #510 holding.
  • Pinnacle Associates first reported a position in Intuitive Surgical in Q4 2013 and has held it in 20 quarters since.
  • Pinnacle Associates's Intuitive Surgical position peaked at $1.55M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.