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Forefront Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Forefront 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 		$704K Buy
1,771
+274
+18% +$120K 0.22% 98
2026
Q1 		$690K Buy
1,497
+678
+83% +$343K 0.29% 79
2025
Q4 		$464K Buy
819
+21
+3% +$11.2K 0.22% 90
2025
Q3 		$357K Buy
+798
New +$383K 0.09% 146
2025
Q2 		– Sell
-532
Closed -$263K – 113
2025
Q1 		$263K Buy
+532
New +$294K 0.18% 100

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 $3.37T AUM 44.26% 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

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

Forefront Wealth Partners increased its Intuitive Surgical (ISRG) stake by 18% in Q2 2026, buying an estimated $120K and bringing the position to 1,771 shares worth $704K. The position accounts for 0.22% of the portfolio, ranked #98.

Forefront Wealth Partners first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Forefront Wealth Partners held 1,771 shares of Intuitive Surgical worth $704K as of Q2 2026.
  • Forefront Wealth Partners bought 274 Intuitive Surgical shares in Q2 2026, an estimated $120K.
  • Intuitive Surgical made up 0.22% of Forefront Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Forefront Wealth Partners first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.