FAS Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

FAS 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	$2.43M	Buy	5,282 +52	+1%	+$26.3K	0.15%	120
2025 Q4	$2.96M	Buy	5,230 +321	+7%	+$171K	0.19%	107
2025 Q3	$2.2M	Buy	4,909 +182	+4%	+$87.3K	0.15%	117
2025 Q2	$2.57M	Buy	4,727 +3,806	+413%	+$1.99M	0.19%	104
2025 Q1	$456K	Hold	921	–	–	0.04%	214
2024 Q4	$481K	Hold	921	–	–	0.04%	214
2024 Q3	$452K	Hold	921	–	–	0.04%	218
2024 Q2	$410K	Buy	921 +41	+5%	+$16.3K	0.04%	225
2024 Q1	$351K	Buy	880 +6	+0.7%	+$2.27K	0.03%	247
2023 Q4	$295K	Hold	874	–	–	0.03%	248
2023 Q3	$255K	Hold	874	–	–	0.03%	253
2023 Q2	$299K	Buy	874 +26	+3%	+$7.87K	0.04%	217
2023 Q1	$217K	Buy	+848	New	+$209K	0.02%	267

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FAS Wealth Partners increased its Intuitive Surgical (ISRG) stake by 0.99% in Q1 2026, buying an estimated $26.3K and bringing the position to 5,282 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #120.

FAS Wealth Partners first reported a position in ISRG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.96M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

FAS Wealth Partners held 5,282 shares of Intuitive Surgical worth $2.43M as of Q1 2026.
FAS Wealth Partners bought 52 Intuitive Surgical shares in Q1 2026, an estimated $26.3K.
Intuitive Surgical made up 0.15% of FAS Wealth Partners's portfolio in Q1 2026, its #120 holding.
FAS Wealth Partners first reported a position in Intuitive Surgical in Q1 2023 and has held it in 13 quarters since.
FAS Wealth Partners's Intuitive Surgical position peaked at $2.96M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.