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Essential Partners’s Intuitive Surgical ISRG Stock Holding History

Essential 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 		$120K Buy
302
+116
+62% +$50.7K 0.06% 366
2026
Q1 		$85.7K Buy
186
+151
+431% +$76.4K 0.03% 460
2025
Q4 		$19.8K Buy
35
+20
+133% +$10.6K 0.01% 909
2025
Q3 		$6.71K Sell
15
-26
-63% -$12.5K ﹤0.01% 1308
2025
Q2 		$22.3K Buy
+41
New +$21.4K 0.01% 643

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

Essential Partners's ISRG Position: Q2 2026 in Review

Essential Partners increased its Intuitive Surgical (ISRG) stake by 62% in Q2 2026, buying an estimated $50.7K and bringing the position to 302 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #366.

Essential Partners first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Essential Partners held 302 shares of Intuitive Surgical worth $120K as of Q2 2026.
  • Essential Partners bought 116 Intuitive Surgical shares in Q2 2026, an estimated $50.7K.
  • Intuitive Surgical made up 0.06% of Essential Partners's portfolio in Q2 2026, its #366 holding.
  • Essential Partners first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.