Westfield Capital Management
ISRG icon

Westfield Capital Management’s Intuitive Surgical ISRG Stock Holding History

Westfield Capital Management’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 		$1.82M Buy
4,572
+536
+13% +$234K 0.01% 256
2026
Q1 		$1.86M Buy
+4,036
New +$2.04M 0.01% 219
2025
Q3 		– Sell
-1,280
Closed -$696K – 257
2025
Q2 		$696K Sell
1,280
-1,059
-45% -$554K ﹤0.01% 228
2025
Q1 		$1.16M Sell
2,339
-210
-8% -$116K 0.01% 225
2024
Q4 		$1.33M Buy
+2,549
New +$1.33M 0.01% 218

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

Westfield Capital Management's ISRG Position: Q2 2026 in Review

Westfield Capital Management increased its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, buying an estimated $234K and bringing the position to 4,572 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #256.

Westfield Capital Management first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Westfield Capital Management held 4,572 shares of Intuitive Surgical worth $1.82M as of Q2 2026.
  • Westfield Capital Management bought 536 Intuitive Surgical shares in Q2 2026, an estimated $234K.
  • Intuitive Surgical made up 0.01% of Westfield Capital Management's portfolio in Q2 2026, its #256 holding.
  • Westfield Capital Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
  • Westfield Capital Management's Intuitive Surgical position peaked at $1.86M in Q1 2026.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.