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Clark Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Clark 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 		$3.18K Sell
8
-12
-60% -$5.24K ﹤0.01% 366
2026
Q1 		$9.22K Buy
20
+2
+11% +$1.01K 0.01% 257
2025
Q4 		$10.2K Hold
18
– – 0.01% 233
2025
Q3 		$10.2K Hold
18
– – 0.01% 233
2025
Q2 		$9.78K Sell
18
-2
-10% -$1.05K 0.01% 212
2025
Q1 		$9.9K Sell
20
-10
-33% -$5.53K 0.01% 203
2024
Q4 		$15.7K Buy
+30
New +$15.6K 0.01% 144

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

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

Clark Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 60% in Q2 2026, selling an estimated $5.24K and leaving 8 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Clark Wealth Partners first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7K in Q4 2024. 2,128 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Clark Wealth Partners held 8 shares of Intuitive Surgical worth $3.18K as of Q2 2026.
  • Clark Wealth Partners sold 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #366 holding.
  • Clark Wealth Partners first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Intuitive Surgical position peaked at $15.7K in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.