Guardian Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Guardian 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 Q2	$581K	Sell	1,462 -4	-0.3%	-$1.75K	0.23%	50
2026 Q1	$676K	Hold	1,466	–	–	0.29%	44
2025 Q4	$830K	Sell	1,466 -5	-0.3%	-$2.66K	0.35%	42
2025 Q3	$658K	Sell	1,471 -9	-0.6%	-$4.32K	0.28%	43
2025 Q2	$804K	Buy	1,480 +9	+0.6%	+$4.71K	0.36%	39
2025 Q1	$729K	Buy	1,471 +5	+0.3%	+$2.77K	0.35%	42
2024 Q4	$765K	Buy	1,466 +26	+2%	+$13.5K	0.45%	34
2024 Q3	$707K	Hold	1,440	–	–	0.44%	33
2024 Q2	$641K	Hold	1,440	–	–	0.43%	33
2024 Q1	$575K	Hold	1,440	–	–	0.39%	33
2023 Q4	$486K	Hold	1,440	–	–	0.4%	32
2023 Q3	$421K	Hold	1,440	–	–	0.4%	31
2023 Q2	$492K	Hold	1,440	–	–	1.43%	11
2023 Q1	$368K	Hold	1,440	–	–	0.37%	30
2022 Q4	$382K	Hold	1,440	–	–	0.41%	30
2022 Q3	$270K	Hold	1,440	–	–	0.31%	29
2022 Q2	$289K	Hold	1,440	–	–	0.32%	29
2022 Q1	$364K	Buy	+1,440	New	+$421K	0.37%	28

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Guardian Financial Partners's ISRG Position: Q2 2026 in Review

Guardian Financial Partners reduced its Intuitive Surgical (ISRG) stake by 0.27% in Q2 2026, selling an estimated $1.75K and leaving 1,462 shares worth $581K. The position accounts for 0.23% of the portfolio, ranked #50.

Guardian Financial Partners first reported a position in ISRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $830K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Guardian Financial Partners held 1,462 shares of Intuitive Surgical worth $581K as of Q2 2026.
Guardian Financial Partners sold 4 Intuitive Surgical shares in Q2 2026, an estimated $1.75K.
Intuitive Surgical made up 0.23% of Guardian Financial Partners's portfolio in Q2 2026, its #50 holding.
Guardian Financial Partners first reported a position in Intuitive Surgical in Q1 2022 and has held it in 18 quarters since.
Guardian Financial Partners's Intuitive Surgical position peaked at $830K in Q4 2025.
2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.