Focus Partners Wealth
ISRG icon

Focus Partners Wealth’s Intuitive Surgical ISRG Stock Holding History

Focus Partners Wealth’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 		$50.3M Buy
126,571
+9,166
+8% +$4M 0.05% 314
2026
Q1 		$54.1M Sell
117,405
-5,330
-4% -$2.7M 0.06% 274
2025
Q4 		$68.9M Buy
122,735
+36,232
+42% +$19.3M 0.08% 226
2025
Q3 		$38.7M Buy
86,503
+4,036
+5% +$1.94M 0.06% 259
2025
Q2 		$44.8M Buy
82,467
+3,161
+4% +$1.65M 0.1% 198
2025
Q1 		$39.3M Buy
79,306
+4,350
+6% +$2.41M 0.1% 205
2024
Q4 		$39.1M Buy
74,956
+3,382
+5% +$1.76M 0.1% 193
2024
Q3 		$35.2M Buy
71,574
+31,705
+80% +$14.8M 0.11% 184
2024
Q2 		$17.7M Buy
39,869
+3,650
+10% +$1.45M 0.06% 267
2024
Q1 		$14.5M Buy
36,219
+15,763
+77% +$5.96M 0.12% 176
2023
Q4 		$6.9M Buy
+20,456
New +$6.1M 0.09% 189

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 $3.38T AUM 44.17% 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

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

Focus Partners Wealth increased its Intuitive Surgical (ISRG) stake by 7.8% in Q2 2026, buying an estimated $4M and bringing the position to 126,571 shares worth $50.3M. The position accounts for 0.05% of the portfolio, ranked #314.

Focus Partners Wealth first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.9M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Focus Partners Wealth held 126,571 shares of Intuitive Surgical worth $50.3M as of Q2 2026.
  • Focus Partners Wealth bought 9,166 Intuitive Surgical shares in Q2 2026, an estimated $4M.
  • Intuitive Surgical made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #314 holding.
  • Focus Partners Wealth first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Intuitive Surgical position peaked at $68.9M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.