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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daymark Wealth Partners's ISRG Position: Q1 2026 in Review

Daymark Wealth Partners increased its Intuitive Surgical (ISRG) stake by 12% in Q1 2026, buying an estimated $370K and bringing the position to 6,932 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #160.

Daymark Wealth Partners first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.51M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Daymark Wealth Partners held 6,932 shares of Intuitive Surgical worth $3.2M as of Q1 2026.
  • Daymark Wealth Partners bought 732 Intuitive Surgical shares in Q1 2026, an estimated $370K.
  • Intuitive Surgical made up 0.1% of Daymark Wealth Partners's portfolio in Q1 2026, its #160 holding.
  • Daymark Wealth Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Intuitive Surgical position peaked at $3.51M in Q4 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.