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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
Q2 		$97.8K Sell
246
-273
-53% -$119K 0.01% 287
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 $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

ORG Wealth Partners's ISRG Position: Q2 2026 in Review

ORG Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 53% in Q2 2026, selling an estimated $119K and leaving 246 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #287.

ORG Wealth Partners first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $374K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • ORG Wealth Partners held 246 shares of Intuitive Surgical worth $97.8K as of Q2 2026.
  • ORG Wealth Partners sold 273 Intuitive Surgical shares in Q2 2026, an estimated $119K.
  • Intuitive Surgical made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #287 holding.
  • ORG Wealth Partners first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Intuitive Surgical position peaked at $374K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.