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Westbourne Investments’s Intuitive Surgical ISRG Stock Holding History

Westbourne Investments’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 		$1.46M Sell
3,675
-1,050
-22% -$459K 0.6% 50
2026
Q1 		$2.18M Hold
4,725
– – 1.04% 30
2025
Q4 		$2.68M Hold
4,725
– – 1.25% 27
2025
Q3 		$2.52M Sell
4,725
-110
-2% -$52.8K 1.21% 31
2025
Q2 		$2.63M Hold
4,835
– – 1.4% 21
2025
Q1 		$2.39M Hold
4,835
– – 1.44% 16
2024
Q4 		$2.52M Buy
+4,835
New +$2.52M 1.49% 17

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

Westbourne Investments's ISRG Position: Q2 2026 in Review

Westbourne Investments reduced its Intuitive Surgical (ISRG) stake by 22% in Q2 2026, selling an estimated $459K and leaving 3,675 shares worth $1.46M. The position accounts for 0.6% of the portfolio, ranked #50.

Westbourne Investments first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Westbourne Investments held 3,675 shares of Intuitive Surgical worth $1.46M as of Q2 2026.
  • Westbourne Investments sold 1,050 Intuitive Surgical shares in Q2 2026, an estimated $459K.
  • Intuitive Surgical made up 0.6% of Westbourne Investments's portfolio in Q2 2026, its #50 holding.
  • Westbourne Investments first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's Intuitive Surgical position peaked at $2.68M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.