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Elevation Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Elevation 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 		$15.9K Buy
40
+6
+18% +$2.62K ﹤0.01% 659
2026
Q1 		$15.7K Sell
34
-7
-17% -$3.54K 0.01% 430
2025
Q4 		$23.2K Buy
41
+9
+28% +$4.79K 0.01% 339
2025
Q3 		$14.3K Buy
+32
New +$15.4K 0.01% 359

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

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

Elevation Wealth Partners increased its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, buying an estimated $2.62K and bringing the position to 40 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Elevation Wealth Partners first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.2K in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Elevation Wealth Partners held 40 shares of Intuitive Surgical worth $15.9K as of Q2 2026.
  • Elevation Wealth Partners bought 6 Intuitive Surgical shares in Q2 2026, an estimated $2.62K.
  • Intuitive Surgical made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #659 holding.
  • Elevation Wealth Partners first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Intuitive Surgical position peaked at $23.2K in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.