Ascent Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Ascent 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	$2.61M	Buy	+6,568	New	+$2.87M	0.26%	76

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ascent Wealth Partners's ISRG Position: Q2 2026 in Review

Ascent Wealth Partners opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 6,568 shares worth $2.61M. The stake represents 0.26% of the portfolio and ranks #76 among its holdings.

2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Ascent Wealth Partners held 6,568 shares of Intuitive Surgical worth $2.61M as of Q2 2026.
Intuitive Surgical was a new Ascent Wealth Partners position in Q2 2026.
Intuitive Surgical made up 0.26% of Ascent Wealth Partners's portfolio in Q2 2026, its #76 holding.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.