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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
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 $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

Parcion Private Wealth's ISRG Position: Q1 2026 in Review

Parcion Private Wealth increased its Intuitive Surgical (ISRG) stake by 8.4% in Q1 2026, buying an estimated $48.1K and bringing the position to 1,221 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #213.

Parcion Private Wealth first reported a position in ISRG in Q3 2021 and has held it in 18 quarters since. The position peaked at $647K in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Parcion Private Wealth held 1,221 shares of Intuitive Surgical worth $563K as of Q1 2026.
  • Parcion Private Wealth bought 95 Intuitive Surgical shares in Q1 2026, an estimated $48.1K.
  • Intuitive Surgical made up 0.03% of Parcion Private Wealth's portfolio in Q1 2026, its #213 holding.
  • Parcion Private Wealth first reported a position in Intuitive Surgical in Q3 2021 and has held it in 18 quarters since.
  • Parcion Private Wealth's Intuitive Surgical position peaked at $647K in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.