FourThought Financial Partners’s Intuitive Surgical ISRG Stock Holding History

FourThought Financial 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	–	Sell	-390	Closed	-$221K	–	457
2025 Q4	$221K	Buy	+390	New	+$208K	0.02%	425
2025 Q3	–	Sell	-392	Closed	-$213K	–	515
2025 Q2	$213K	Buy	+392	New	+$205K	0.02%	284
2025 Q1	–	Sell	-2,218	Closed	-$1.16M	–	326
2024 Q4	$1.16M	Buy	+2,218	New	+$1.16M	0.12%	121
2024 Q2	–	Sell	-2,517	Closed	-$1M	–	251
2024 Q1	$1M	Sell	2,517 -67	-3%	-$25.3K	0.12%	129
2023 Q4	$872K	Buy	2,584 +15	+0.6%	+$4.47K	0.11%	140
2023 Q3	$751K	Sell	2,569 -143	-5%	-$44.7K	0.1%	142
2023 Q2	$927K	Sell	2,712 -79	-3%	-$23.9K	0.12%	132
2023 Q1	$713K	Sell	2,791 -123	-4%	-$30.3K	0.1%	147
2022 Q4	$773K	Buy	+2,914	New	+$711K	0.11%	138

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

FourThought Financial Partners's ISRG Position: Q1 2026 in Review

FourThought Financial Partners sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 390 shares — an estimated $221K sold.

FourThought Financial Partners first reported a position in ISRG in Q4 2022 and held it in 9 quarters. The position peaked at $1.16M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

FourThought Financial Partners reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
FourThought Financial Partners sold 390 Intuitive Surgical shares in Q1 2026, an estimated $221K.
FourThought Financial Partners first reported a position in Intuitive Surgical in Q4 2022 and held it in 9 quarters.
FourThought Financial Partners's Intuitive Surgical position peaked at $1.16M in Q4 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.