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HealthInvest Partners’s Intuitive Surgical ISRG Stock Holding History

HealthInvest 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 		$9.81M Sell
24,656
-46,195
-65% -$20.2M 2.64% 14
2026
Q1 		$9.44M Buy
70,851
+48,529
+217% +$24.6M 3.05% 10
2025
Q4 		$12.6M Buy
22,322
+2,615
+13% +$1.39M 4.03% 6
2025
Q3 		$936K Buy
19,707
+1,148
+6% +$551K 3.47% 9
2025
Q2 		$10.1M Buy
18,559
+3,214
+21% +$1.68M 4.32% 8
2025
Q1 		$7.6M Buy
+15,345
New +$8.49M 3.36% 13

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

HealthInvest Partners's ISRG Position: Q2 2026 in Review

HealthInvest Partners reduced its Intuitive Surgical (ISRG) stake by 65% in Q2 2026, selling an estimated $20.2M and leaving 24,656 shares worth $9.81M. The position accounts for 2.64% of the portfolio, ranked #14.

HealthInvest Partners first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.6M in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • HealthInvest Partners held 24,656 shares of Intuitive Surgical worth $9.81M as of Q2 2026.
  • HealthInvest Partners sold 46,195 Intuitive Surgical shares in Q2 2026, an estimated $20.2M.
  • Intuitive Surgical made up 2.64% of HealthInvest Partners's portfolio in Q2 2026, its #14 holding.
  • HealthInvest Partners first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • HealthInvest Partners's Intuitive Surgical position peaked at $12.6M in Q4 2025.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on HealthInvest Partners's 13F filing for Q2 2026, filed 24 Jul 2026.