FWI
ISRG icon

Facet Wealth Inc’s Intuitive Surgical ISRG Stock Holding History

Facet Wealth Inc’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 		$429K Sell
1,079
-230
-18% -$100K 0.01% 241
2026
Q1 		$603K Buy
1,309
+300
+30% +$152K 0.01% 151
2025
Q4 		$527K Buy
1,009
+341
+51% +$182K 0.01% 149
2025
Q3 		$299K Buy
668
+113
+20% +$54.2K 0.01% 162
2025
Q2 		$267K Buy
+555
New +$290K 0.01% 149

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Facet Wealth Inc's ISRG Position: Q2 2026 in Review

Facet Wealth Inc reduced its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, selling an estimated $100K and leaving 1,079 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #241.

Facet Wealth Inc first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $603K in Q1 2026. 1,676 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Facet Wealth Inc held 1,079 shares of Intuitive Surgical worth $429K as of Q2 2026.
  • Facet Wealth Inc sold 230 Intuitive Surgical shares in Q2 2026, an estimated $100K.
  • Intuitive Surgical made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #241 holding.
  • Facet Wealth Inc first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Facet Wealth Inc's Intuitive Surgical position peaked at $603K in Q1 2026.
  • 1,676 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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