SPC
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Spirepoint Private Client’s Intuitive Surgical ISRG Stock Holding History

Spirepoint Private Client’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 		$483K Buy
1,215
+6
+0.5% +$2.62K 0.04% 209
2026
Q1 		$557K Sell
1,209
-89
-7% -$45K 0.05% 176
2025
Q4 		$735K Buy
1,298
+76
+6% +$40.5K 0.07% 139
2025
Q3 		$547K Buy
1,222
+80
+7% +$38.4K 0.06% 164
2025
Q2 		$621K Hold
1,142
– – 0.07% 141
2025
Q1 		$566K Hold
1,142
– – 0.07% 127
2024
Q4 		$596K Sell
1,142
-2
-0.2% -$1.04K 0.07% 131
2024
Q3 		$562K Buy
1,144
+7
+0.6% +$3.26K 0.07% 136
2024
Q2 		$506K Hold
1,137
– – 0.07% 136
2024
Q1 		$454K Buy
+1,137
New +$430K 0.07% 130

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

Spirepoint Private Client's ISRG Position: Q2 2026 in Review

Spirepoint Private Client increased its Intuitive Surgical (ISRG) stake by 0.5% in Q2 2026, buying an estimated $2.62K and bringing the position to 1,215 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #209.

Spirepoint Private Client first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $735K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Spirepoint Private Client held 1,215 shares of Intuitive Surgical worth $483K as of Q2 2026.
  • Spirepoint Private Client bought 6 Intuitive Surgical shares in Q2 2026, an estimated $2.62K.
  • Intuitive Surgical made up 0.04% of Spirepoint Private Client's portfolio in Q2 2026, its #209 holding.
  • Spirepoint Private Client first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's Intuitive Surgical position peaked at $735K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.