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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
Q2 		$394K Sell
991
-58
-6% -$25.3K 0.04% 92
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
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

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

BlueStem Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 5.5% in Q2 2026, selling an estimated $25.3K and leaving 991 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #92.

BlueStem Wealth Partners first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q4 2025. 2,252 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • BlueStem Wealth Partners held 991 shares of Intuitive Surgical worth $394K as of Q2 2026.
  • BlueStem Wealth Partners sold 58 Intuitive Surgical shares in Q2 2026, an estimated $25.3K.
  • Intuitive Surgical made up 0.04% of BlueStem Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • BlueStem Wealth Partners first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • BlueStem Wealth Partners's Intuitive Surgical position peaked at $590K in Q4 2025.
  • 2,252 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.