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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
Q2 		– Sell
-2,925
Closed -$1.35M – 1024
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 Sell
1,055
-242
-19% -$126K 0.11% 215
2024
Q3 		$637K Buy
1,297
+345
+36% +$161K 0.1% 217
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 $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 $3.38T AUM 44.17% 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

Golden State Equity Partners's ISRG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 2,925 shares — an estimated $1.35M sold.

Golden State Equity Partners first reported a position in ISRG in Q1 2022 and held it in 12 quarters. The position peaked at $1.35M in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,925 Intuitive Surgical shares in Q2 2026, an estimated $1.35M.
  • Golden State Equity Partners first reported a position in Intuitive Surgical in Q1 2022 and held it in 12 quarters.
  • Golden State Equity Partners's Intuitive Surgical position peaked at $1.35M in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.