GSEP
ISRG icon

Golden State Equity Partners’s Intuitive Surgical ISRG Stock Holding History

Golden State Equity 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 		$1.35M Buy
2,925
+1,101
+60% +$557K 0.1% 227
2025
Q4 		$1.03M Buy
1,824
+362
+25% +$193K 0.17% 139
2025
Q3 		$654K Buy
1,462
+199
+16% +$95.5K 0.11% 217
2025
Q2 		$686K Buy
1,263
+54
+4% +$28.2K 0.13% 197
2025
Q1 		$599K Buy
1,209
+154
+15% +$85.2K 0.12% 212
2024
Q4 		$551K Buy
1,055
+658
+166% +$343K 0.11% 215
2024
Q3 		$195K Sell
397
-555
-58% -$258K 0.1% 188
2024
Q2 		$423K Buy
+952
New +$379K 0.09% 251
2023
Q4 		$491K Buy
1,454
+239
+20% +$71.2K 0.12% 192
2023
Q3 		$355K Buy
1,215
+604
+99% +$189K 0.1% 218
2023
Q2 		$209K Buy
+611
New +$185K 0.06% 343
2022
Q1 		$392K Buy
+1,301
New +$380K 0.2% 126

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

Golden State Equity Partners's ISRG Position: Q1 2026 in Review

Golden State Equity Partners increased its Intuitive Surgical (ISRG) stake by 60% in Q1 2026, buying an estimated $557K and bringing the position to 2,925 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #227.

Golden State Equity Partners first reported a position in ISRG in Q1 2022 and has held it in 12 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Golden State Equity Partners held 2,925 shares of Intuitive Surgical worth $1.35M as of Q1 2026.
  • Golden State Equity Partners bought 1,101 Intuitive Surgical shares in Q1 2026, an estimated $557K.
  • Intuitive Surgical made up 0.1% of Golden State Equity Partners's portfolio in Q1 2026, its #227 holding.
  • Golden State Equity Partners first reported a position in Intuitive Surgical in Q1 2022 and has held it in 12 quarters since.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.