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Gateway Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Gateway 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 		– Sell
-888
Closed -$409K – 853
2026
Q1 		$409K Buy
+888
New +$449K 0.02% 643
2023
Q4 		– Sell
-1,434
Closed -$419K – 249
2023
Q3 		$419K Buy
1,434
+73
+5% +$22.8K 0.08% 147
2023
Q2 		$465K Buy
1,361
+160
+13% +$48.4K 0.08% 132
2023
Q1 		$307K Buy
1,201
+153
+15% +$37.7K 0.05% 160
2022
Q4 		$278K Buy
+1,048
New +$256K 0.05% 153

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

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

Gateway Wealth Partners sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 888 shares — an estimated $409K sold.

Gateway Wealth Partners first reported a position in ISRG in Q4 2022 and held it in 5 quarters. The position peaked at $465K in Q2 2023. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 888 Intuitive Surgical shares in Q2 2026, an estimated $409K.
  • Gateway Wealth Partners first reported a position in Intuitive Surgical in Q4 2022 and held it in 5 quarters.
  • Gateway Wealth Partners's Intuitive Surgical position peaked at $465K in Q2 2023.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.