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Turning Point Benefit Group’s Intuitive Surgical ISRG Stock Holding History

Turning Point Benefit 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
Q1 		– Sell
-56
Closed -$31.7K – 443
2025
Q4 		$31.7K Buy
56
+50
+833% +$26.6K 0.02% 171
2025
Q3 		$2.63K Buy
+6
New +$2.88K ﹤0.01% 279

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Turning Point Benefit Group's ISRG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 56 shares — an estimated $31.7K sold.

Turning Point Benefit Group first reported a position in ISRG in Q3 2025 and held it in 2 quarters. The position peaked at $31.7K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 56 Intuitive Surgical shares in Q1 2026, an estimated $31.7K.
  • Turning Point Benefit Group first reported a position in Intuitive Surgical in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Intuitive Surgical position peaked at $31.7K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.