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Catalyst Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Catalyst 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 		$968K Sell
2,433
-323
-12% -$141K 0.1% 125
2026
Q1 		$1.27M Buy
2,756
+353
+15% +$179K 0.15% 85
2025
Q4 		$1.36M Buy
2,403
+225
+10% +$120K 0.15% 71
2025
Q3 		$974K Sell
2,178
-65
-3% -$31.2K 0.12% 89
2025
Q2 		$1.22M Buy
2,243
+273
+14% +$143K 0.13% 65
2025
Q1 		$976K Buy
1,970
+54
+3% +$29.9K 0.18% 64
2024
Q4 		$1M Buy
1,916
+64
+3% +$33.3K 0.19% 64
2024
Q3 		$910K Buy
1,852
+85
+5% +$39.6K 0.18% 76
2024
Q2 		$786K Buy
1,767
+77
+5% +$30.7K 0.17% 76
2024
Q1 		$632K Buy
1,690
+51
+3% +$19.3K 0.16% 84
2023
Q4 		$553K Buy
1,639
+33
+2% +$9.84K 0.16% 86
2023
Q3 		$469K Buy
1,606
+253
+19% +$79K 0.15% 99
2023
Q2 		$463K Buy
1,353
+246
+22% +$74.4K 0.16% 90
2023
Q1 		$283K Buy
1,107
+70
+7% +$17.2K 0.12% 131
2022
Q4 		$275K Buy
+1,037
New +$253K 0.14% 120

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

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

Catalyst Financial Partners reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $141K and leaving 2,433 shares worth $968K. The position accounts for 0.1% of the portfolio, ranked #125.

Catalyst Financial Partners first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Catalyst Financial Partners held 2,433 shares of Intuitive Surgical worth $968K as of Q2 2026.
  • Catalyst Financial Partners sold 323 Intuitive Surgical shares in Q2 2026, an estimated $141K.
  • Intuitive Surgical made up 0.1% of Catalyst Financial Partners's portfolio in Q2 2026, its #125 holding.
  • Catalyst Financial Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Intuitive Surgical position peaked at $1.36M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.