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Premier Path Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Premier Path 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 		$1.14M Sell
2,872
-247
-8% -$108K 0.13% 149
2026
Q1 		$1.44M Buy
3,119
+225
+8% +$114K 0.19% 120
2025
Q4 		$1.64M Buy
2,894
+53
+2% +$28.2K 0.21% 100
2025
Q3 		$1.27M Sell
2,841
-103
-3% -$49.4K 0.16% 135
2025
Q2 		$1.6M Buy
2,944
+120
+4% +$62.7K 0.22% 104
2025
Q1 		$1.4M Buy
2,824
+39
+1% +$21.6K 0.22% 111
2024
Q4 		$1.45M Buy
2,785
+1
+0% +$521 0.22% 102
2024
Q3 		$1.37M Sell
2,784
-2
-0.1% -$931 0.22% 115
2024
Q2 		$1.24M Buy
2,786
+73
+3% +$29.1K 0.21% 117
2024
Q1 		$1.08M Sell
2,713
-45
-2% -$17K 0.2% 130
2023
Q4 		$913K Buy
+2,758
New +$822K 0.2% 127

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

Premier Path Wealth Partners's ISRG Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 7.9% in Q2 2026, selling an estimated $108K and leaving 2,872 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #149.

Premier Path Wealth Partners first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Premier Path Wealth Partners held 2,872 shares of Intuitive Surgical worth $1.14M as of Q2 2026.
  • Premier Path Wealth Partners sold 247 Intuitive Surgical shares in Q2 2026, an estimated $108K.
  • Intuitive Surgical made up 0.13% of Premier Path Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • Premier Path Wealth Partners first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Intuitive Surgical position peaked at $1.64M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.