BlueStem Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

BlueStem 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 Q1	$484K	Buy	1,049 +7	+0.7%	+$3.54K	0.05%	84
2025 Q4	$590K	Buy	1,042 +29	+3%	+$15.4K	0.07%	71
2025 Q3	$453K	Sell	1,013 -2	-0.2%	-$960	0.05%	74
2025 Q2	$552K	Buy	1,015 +5	+0.5%	+$2.61K	0.07%	63
2025 Q1	$500K	Sell	1,010 -6	-0.6%	-$3.32K	0.07%	58
2024 Q4	$530K	Buy	+1,016	New	+$529K	0.07%	59

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlueStem Wealth Partners's ISRG Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Intuitive Surgical (ISRG) stake by 0.67% in Q1 2026, buying an estimated $3.54K and bringing the position to 1,049 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #84.

BlueStem Wealth Partners first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

BlueStem Wealth Partners held 1,049 shares of Intuitive Surgical worth $484K as of Q1 2026.
BlueStem Wealth Partners bought 7 Intuitive Surgical shares in Q1 2026, an estimated $3.54K.
Intuitive Surgical made up 0.05% of BlueStem Wealth Partners's portfolio in Q1 2026, its #84 holding.
BlueStem Wealth Partners first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Intuitive Surgical position peaked at $590K in Q4 2025.
2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.