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Principle Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Principle 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 		$1.43M Buy
3,602
+101
+3% +$44.1K 0.07% 161
2026
Q1 		$1.61M Sell
3,501
-250
-7% -$126K 0.09% 140
2025
Q4 		$2.12M Buy
3,751
+25
+0.7% +$13.3K 0.12% 122
2025
Q3 		$1.67M Sell
3,726
-10
-0.3% -$4.8K 0.1% 127
2025
Q2 		$2.03M Buy
3,736
+14
+0.4% +$7.32K 0.13% 119
2025
Q1 		$1.84M Buy
3,722
+460
+14% +$254K 0.13% 122
2024
Q4 		$1.7M Sell
3,262
-415
-11% -$216K 0.12% 129
2024
Q3 		$1.81M Buy
3,677
+230
+7% +$107K 0.13% 129
2024
Q2 		$1.53M Buy
3,447
+36
+1% +$14.3K 0.12% 133
2024
Q1 		$1.36M Buy
3,411
+2,293
+205% +$866K 0.11% 137
2023
Q4 		$377K Sell
1,118
-70
-6% -$20.9K 0.03% 244
2023
Q3 		$347K Buy
1,188
+37
+3% +$11.6K 0.03% 242
2023
Q2 		$394K Hold
1,151
– – 0.04% 227
2023
Q1 		$294K Buy
1,151
+80
+7% +$19.7K 0.03% 258
2022
Q4 		$284K Sell
1,071
-3
-0.3% -$731 0.03% 257
2022
Q3 		$201 Hold
1,074
– – 0.02% 287
2022
Q2 		$216K Hold
1,074
– – 0.03% 287
2022
Q1 		$324K Sell
1,074
-75
-7% -$21.9K 0.03% 248
2021
Q4 		$413K Buy
1,149
+3
+0.3% +$1.03K 0.04% 229
2021
Q3 		$380K Buy
1,146
+75
+7% +$25.2K 0.04% 226
2021
Q2 		$328K Hold
1,071
– – 0.04% 238
2021
Q1 		$264K Buy
+1,071
New +$269K 0.03% 253
2020
Q3 		– Sell
-234
Closed -$44K – 288
2020
Q2 		$44K Buy
+234
New +$41.9K 0.01% 289

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

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

Principle Wealth Partners increased its Intuitive Surgical (ISRG) stake by 2.9% in Q2 2026, buying an estimated $44.1K and bringing the position to 3,602 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #161.

Principle Wealth Partners first reported a position in ISRG in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.12M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Principle Wealth Partners held 3,602 shares of Intuitive Surgical worth $1.43M as of Q2 2026.
  • Principle Wealth Partners bought 101 Intuitive Surgical shares in Q2 2026, an estimated $44.1K.
  • Intuitive Surgical made up 0.07% of Principle Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Principle Wealth Partners first reported a position in Intuitive Surgical in Q2 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Intuitive Surgical position peaked at $2.12M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.