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Parcion Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Parcion Private Wealth’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 		$472K Sell
1,186
-35
-3% -$15.3K 0.03% 280
2026
Q1 		$563K Buy
1,221
+95
+8% +$48.1K 0.03% 213
2025
Q4 		$638K Buy
1,126
+61
+6% +$32.5K 0.04% 200
2025
Q3 		$476K Sell
1,065
-41
-4% -$19.7K 0.03% 197
2025
Q2 		$601K Sell
1,106
-146
-12% -$76.3K 0.04% 159
2025
Q1 		$620K Buy
1,252
+12
+1% +$6.64K 0.05% 152
2024
Q4 		$647K Hold
1,240
– – 0.05% 143
2024
Q3 		$609K Buy
1,240
+231
+23% +$108K 0.05% 145
2024
Q2 		$449K Buy
1,009
+5
+0.5% +$1.99K 0.04% 145
2024
Q1 		$401K Hold
1,004
– – 0.04% 151
2023
Q4 		$339K Hold
1,004
– – 0.03% 157
2023
Q3 		$293K Hold
1,004
– – 0.03% 158
2023
Q2 		$343K Hold
1,004
– – 0.03% 151
2023
Q1 		$256K Hold
1,004
– – 0.03% 173
2022
Q4 		$266K Buy
+1,004
New +$245K 0.03% 171
2022
Q3 		– Sell
-1,004
Closed -$212K – 202
2022
Q2 		$212K Sell
1,004
-96
-9% -$22.5K 0.02% 202
2022
Q1 		$334K Sell
1,100
-9
-0.8% -$2.63K 0.03% 163
2021
Q4 		$344K Sell
1,109
-2,110
-66% -$726K 0.03% 158
2021
Q3 		$368K Buy
+3,219
New +$1.08M 0.03% 162

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

Parcion Private Wealth's ISRG Position: Q2 2026 in Review

Parcion Private Wealth reduced its Intuitive Surgical (ISRG) stake by 2.9% in Q2 2026, selling an estimated $15.3K and leaving 1,186 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #280.

Parcion Private Wealth first reported a position in ISRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $647K in Q4 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Parcion Private Wealth held 1,186 shares of Intuitive Surgical worth $472K as of Q2 2026.
  • Parcion Private Wealth sold 35 Intuitive Surgical shares in Q2 2026, an estimated $15.3K.
  • Intuitive Surgical made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #280 holding.
  • Parcion Private Wealth first reported a position in Intuitive Surgical in Q3 2021 and has held it in 19 quarters since.
  • Parcion Private Wealth's Intuitive Surgical position peaked at $647K in Q4 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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