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Daymark Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Daymark 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 		$2.61M Sell
6,573
-359
-5% -$157K 0.06% 210
2026
Q1 		$3.2M Buy
6,932
+732
+12% +$370K 0.1% 160
2025
Q4 		$3.51M Buy
6,200
+27
+0.4% +$14.4K 0.11% 141
2025
Q3 		$2.76M Sell
6,173
-199
-3% -$95.5K 0.09% 164
2025
Q2 		$3.46M Sell
6,372
-118
-2% -$61.7K 0.13% 134
2025
Q1 		$3.21M Sell
6,490
-39
-0.6% -$21.6K 0.14% 129
2024
Q4 		$3.41M Sell
6,529
-498
-7% -$259K 0.14% 119
2024
Q3 		$3.45M Buy
7,027
+24
+0.3% +$11.2K 0.15% 122
2024
Q2 		$3.12M Buy
7,003
+246
+4% +$98K 0.14% 122
2024
Q1 		$2.7M Sell
6,757
-48
-0.7% -$18.1K 0.15% 113
2023
Q4 		$2.3M Sell
6,805
-1,532
-18% -$457K 0.14% 117
2023
Q3 		$2.44M Buy
8,337
+79
+1% +$24.7K 0.17% 109
2023
Q2 		$2.82M Buy
8,258
+2,130
+35% +$644K 0.21% 94
2023
Q1 		$1.57M Sell
6,128
-300
-5% -$73.9K 0.21% 96
2022
Q4 		$1.71M Buy
+6,428
New +$1.57M 0.3% 70

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

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

Daymark Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 5.2% in Q2 2026, selling an estimated $157K and leaving 6,573 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #210.

Daymark Wealth Partners first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.51M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Daymark Wealth Partners held 6,573 shares of Intuitive Surgical worth $2.61M as of Q2 2026.
  • Daymark Wealth Partners sold 359 Intuitive Surgical shares in Q2 2026, an estimated $157K.
  • Intuitive Surgical made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Daymark Wealth Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Intuitive Surgical position peaked at $3.51M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.