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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Focus Partners Wealth reduced its Intuitive Surgical (ISRG) stake by 4.3% in Q1 2026, selling an estimated $2.7M and leaving 117,405 shares worth $54.1M. The position accounts for 0.06% of the portfolio, ranked #274.

Focus Partners Wealth first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $68.9M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Focus Partners Wealth held 117,405 shares of Intuitive Surgical worth $54.1M as of Q1 2026.
  • Focus Partners Wealth sold 5,330 Intuitive Surgical shares in Q1 2026, an estimated $2.7M.
  • Intuitive Surgical made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #274 holding.
  • Focus Partners Wealth first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Intuitive Surgical position peaked at $68.9M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.