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ORG Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

ORG 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
Q1 		$239K Sell
519
-142
-21% -$71.8K 0.05% 201
2025
Q4 		$374K Buy
661
+611
+1,222% +$325K 0.09% 144
2025
Q3 		$22.4K Buy
50
+35
+233% +$16.8K ﹤0.01% 388
2025
Q2 		$8.12K Buy
15
+5
+50% +$2.61K ﹤0.01% 509
2025
Q1 		$4.95K Sell
10
-180
-95% -$99.5K ﹤0.01% 615
2024
Q4 		$99.2K Buy
190
+58
+44% +$30.2K 0.03% 178
2024
Q3 		$64.8K Buy
+132
New +$61.5K 0.02% 230

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

ORG Wealth Partners's ISRG Position: Q1 2026 in Review

ORG Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 21% in Q1 2026, selling an estimated $71.8K and leaving 519 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #201.

ORG Wealth Partners first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • ORG Wealth Partners held 519 shares of Intuitive Surgical worth $239K as of Q1 2026.
  • ORG Wealth Partners sold 142 Intuitive Surgical shares in Q1 2026, an estimated $71.8K.
  • Intuitive Surgical made up 0.05% of ORG Wealth Partners's portfolio in Q1 2026, its #201 holding.
  • ORG Wealth Partners first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Intuitive Surgical position peaked at $374K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.