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Alvarez & Marsal Private Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$367K Sell
923
-44
-5% -$19.2K 0.05% 71
2026
Q1 		$446K Buy
967
+135
+16% +$68.3K 0.06% 80
2025
Q4 		$471K Buy
+832
New +$443K 0.09% 43

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

Alvarez & Marsal Private Wealth Partners's ISRG Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 4.6% in Q2 2026, selling an estimated $19.2K and leaving 923 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #71.

Alvarez & Marsal Private Wealth Partners first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $471K in Q4 2025. 2,240 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 923 shares of Intuitive Surgical worth $367K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 44 Intuitive Surgical shares in Q2 2026, an estimated $19.2K.
  • Intuitive Surgical made up 0.05% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Intuitive Surgical position peaked at $471K in Q4 2025.
  • 2,240 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.