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SevenBridge Financial Group’s Intuitive Surgical ISRG Stock Holding History

SevenBridge Financial 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 		$3.85M Buy
10,161
+744
+8% +$325K 0.57% 55
2026
Q1 		$4.55M Buy
9,417
+350
+4% +$177K 0.71% 48
2025
Q4 		$4.79M Buy
9,067
+1,123
+14% +$598K 0.77% 39
2025
Q3 		$4.55M Buy
7,944
+2,511
+46% +$1.2M 0.75% 37
2025
Q2 		$2.6M Buy
5,433
+2,210
+69% +$1.16M 0.46% 74
2025
Q1 		$1.81M Buy
3,223
+2,785
+636% +$1.54M 0.36% 86
2024
Q4 		$259K Buy
+438
New +$228K 0.05% 194

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

SevenBridge Financial Group's ISRG Position: Q2 2026 in Review

SevenBridge Financial Group increased its Intuitive Surgical (ISRG) stake by 7.9% in Q2 2026, buying an estimated $325K and bringing the position to 10,161 shares worth $3.85M. The position accounts for 0.57% of the portfolio, ranked #55.

SevenBridge Financial Group first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.79M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • SevenBridge Financial Group held 10,161 shares of Intuitive Surgical worth $3.85M as of Q2 2026.
  • SevenBridge Financial Group bought 744 Intuitive Surgical shares in Q2 2026, an estimated $325K.
  • Intuitive Surgical made up 0.57% of SevenBridge Financial Group's portfolio in Q2 2026, its #55 holding.
  • SevenBridge Financial Group first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • SevenBridge Financial Group's Intuitive Surgical position peaked at $4.79M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.