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Cascade Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Cascade Financial 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 		– Sell
-490
Closed -$226K – 286
2026
Q1 		$226K Hold
490
– – 0.02% 239
2025
Q4 		$278K Hold
490
– – 0.03% 217
2025
Q3 		$219K Hold
490
– – 0.03% 248
2025
Q2 		$266K Hold
490
– – 0.03% 219
2025
Q1 		$243K Sell
490
-6
-1% -$3.32K 0.03% 214
2024
Q4 		$259K Buy
496
+1
+0.2% +$521 0.03% 209
2024
Q3 		$256K Hold
495
– – 0.03% 204
2024
Q2 		$220K Buy
+495
New +$197K 0.03% 219

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

Cascade Financial Partners's ISRG Position: Q2 2026 in Review

Cascade Financial Partners sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 490 shares — an estimated $226K sold.

Cascade Financial Partners first reported a position in ISRG in Q2 2024 and held it in 8 quarters. The position peaked at $278K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cascade Financial Partners reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 490 Intuitive Surgical shares in Q2 2026, an estimated $226K.
  • Cascade Financial Partners first reported a position in Intuitive Surgical in Q2 2024 and held it in 8 quarters.
  • Cascade Financial Partners's Intuitive Surgical position peaked at $278K in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.