GWP
ISRG icon

Gen-Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Gen-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 		$13.9K Hold
35
– – ﹤0.01% 529
2026
Q1 		$16.1K Buy
35
+14
+67% +$7.08K 0.01% 500
2025
Q4 		$11.9K Buy
21
+9
+75% +$4.79K ﹤0.01% 516
2025
Q3 		$5.37K Hold
12
– – ﹤0.01% 566
2025
Q2 		$6.52K Hold
12
– – ﹤0.01% 496
2025
Q1 		$5.94K Hold
12
– – ﹤0.01% 481
2024
Q4 		$6.26K Buy
12
+2
+20% +$1.04K ﹤0.01% 504
2024
Q3 		$5.14K Hold
10
– – ﹤0.01% 540
2024
Q2 		$4.45K Hold
10
– – ﹤0.01% 532
2024
Q1 		$3.99K Buy
+10
New +$3.78K ﹤0.01% 533

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

Gen-Wealth Partners's ISRG Position: Q2 2026 in Review

Gen-Wealth Partners held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 35 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Gen-Wealth Partners first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.1K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Gen-Wealth Partners held 35 shares of Intuitive Surgical worth $13.9K as of Q2 2026.
  • Gen-Wealth Partners left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #529 holding.
  • Gen-Wealth Partners first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Intuitive Surgical position peaked at $16.1K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.