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 Q2	$2.27M	Buy	5,700 +418	+8%	+$183K	0.12%	138
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

FAS Wealth Partners increased its Intuitive Surgical (ISRG) stake by 7.9% in Q2 2026, buying an estimated $183K and bringing the position to 5,700 shares worth $2.27M. The position accounts for 0.12% of the portfolio, ranked #138.

FAS Wealth Partners first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.96M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

FAS Wealth Partners held 5,700 shares of Intuitive Surgical worth $2.27M as of Q2 2026.
FAS Wealth Partners bought 418 Intuitive Surgical shares in Q2 2026, an estimated $183K.
Intuitive Surgical made up 0.12% of FAS Wealth Partners's portfolio in Q2 2026, its #138 holding.
FAS Wealth Partners first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
FAS Wealth Partners's Intuitive Surgical position peaked at $2.96M in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.