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Stonebrook Private’s Intuitive Surgical ISRG Stock Holding History

Stonebrook Private’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 		$209K Sell
526
-69
-12% -$30.1K 0.04% 251
2026
Q1 		$274K Buy
595
+55
+10% +$27.8K 0.06% 175
2025
Q4 		$306K Buy
540
+58
+12% +$30.9K 0.06% 155
2025
Q3 		$216K Sell
482
-59
-11% -$28.3K 0.05% 192
2025
Q2 		$294K Buy
541
+14
+3% +$7.32K 0.07% 157
2025
Q1 		$261K Buy
527
+35
+7% +$19.4K 0.07% 157
2024
Q4 		$257K Buy
492
+35
+8% +$18.2K 0.07% 153
2024
Q3 		$225K Buy
+457
New +$213K 0.06% 162

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

Stonebrook Private's ISRG Position: Q2 2026 in Review

Stonebrook Private reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $30.1K and leaving 526 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #251.

Stonebrook Private first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $306K in Q4 2025. 2,255 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Stonebrook Private held 526 shares of Intuitive Surgical worth $209K as of Q2 2026.
  • Stonebrook Private sold 69 Intuitive Surgical shares in Q2 2026, an estimated $30.1K.
  • Intuitive Surgical made up 0.04% of Stonebrook Private's portfolio in Q2 2026, its #251 holding.
  • Stonebrook Private first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Stonebrook Private's Intuitive Surgical position peaked at $306K in Q4 2025.
  • 2,255 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.