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Concord Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Concord 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 		$327K Sell
823
-4
-0.5% -$1.75K 0.04% 174
2026
Q1 		$381K Sell
827
-3,075
-79% -$1.56M 0.05% 153
2025
Q4 		$2.21M Sell
3,902
-79
-2% -$42.1K 0.29% 83
2025
Q3 		$1.78M Buy
3,981
+464
+13% +$223K 0.25% 94
2025
Q2 		$1.91M Buy
3,517
+127
+4% +$66.4K 0.28% 85
2025
Q1 		$1.68M Buy
3,390
+2,298
+210% +$1.27M 0.28% 85
2024
Q4 		$570K Sell
1,092
-90
-8% -$46.9K 0.09% 135
2024
Q3 		$581K Sell
1,182
-17
-1% -$7.91K 0.1% 126
2024
Q2 		$533K Sell
1,199
-76
-6% -$30.3K 0.09% 136
2024
Q1 		$509K Buy
1,275
+1,062
+499% +$401K 0.09% 138
2023
Q4 		$71.9K Sell
213
-18
-8% -$5.37K 0.01% 310
2023
Q3 		$67.5K Sell
231
-622
-73% -$194K 0.01% 334
2023
Q2 		$292K Buy
853
+323
+61% +$97.7K 0.06% 156
2023
Q1 		$135K Buy
530
+129
+32% +$31.8K 0.04% 211
2022
Q4 		$106K Buy
+401
New +$97.8K 0.03% 241
2022
Q3 		– Sell
-701
Closed -$141K – 634
2022
Q2 		$141K Buy
701
+100
+17% +$23.5K 0.04% 210
2022
Q1 		$181K Buy
601
+120
+25% +$35.1K 0.05% 192
2021
Q4 		$173K Buy
481
+292
+154% +$100K 0.04% 211
2021
Q3 		$63K Sell
189
-276
-59% -$92.7K 0.03% 180
2021
Q2 		$143K Buy
465
+36
+8% +$10.1K 0.04% 178
2021
Q1 		$106K Buy
429
+354
+472% +$89.1K 0.04% 211
2020
Q4 		$20K Buy
+75
New +$18.6K 0.02% 309

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

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

Concord Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 0.48% in Q2 2026, selling an estimated $1.75K and leaving 823 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #174.

Concord Wealth Partners first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.21M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Concord Wealth Partners held 823 shares of Intuitive Surgical worth $327K as of Q2 2026.
  • Concord Wealth Partners sold 4 Intuitive Surgical shares in Q2 2026, an estimated $1.75K.
  • Intuitive Surgical made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Concord Wealth Partners first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Intuitive Surgical position peaked at $2.21M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.