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Private Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Private 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
Q1 		$622K Sell
1,350
-52
-4% -$26.3K 0.05% 118
2025
Q4 		$794K Sell
1,402
-2
-0.1% -$1.06K 0.06% 110
2025
Q3 		$628K Sell
1,404
-52
-4% -$25K 0.04% 116
2025
Q2 		$791K Hold
1,456
– – 0.06% 105
2025
Q1 		$721K Buy
1,456
+8
+0.6% +$4.42K 0.06% 102
2024
Q4 		$756K Buy
1,448
+87
+6% +$45.3K 0.06% 105
2024
Q3 		$669K Hold
1,361
– – 0.05% 107
2024
Q2 		$605K Buy
1,361
+93
+7% +$37K 0.04% 104
2024
Q1 		$506K Sell
1,268
-1,650
-57% -$623K 0.04% 106
2023
Q4 		$984K Buy
2,918
+8
+0.3% +$2.38K 0.08% 87
2023
Q3 		$851K Hold
2,910
– – 0.08% 88
2023
Q2 		$995K Hold
2,910
– – 0.09% 81
2023
Q1 		$743K Buy
+2,910
New +$717K 0.07% 96
2021
Q1 		– Sell
-3,051
Closed -$832K – 90
2020
Q4 		$832K Hold
3,051
– – 0.09% 72
2020
Q3 		$722K Sell
3,051
-1,992
-40% -$447K 0.08% 69
2020
Q2 		$958K Sell
5,043
-4,182
-45% -$750K 0.13% 67
2020
Q1 		$1.52M Sell
9,225
-6,726
-42% -$1.23M 0.26% 55
2019
Q4 		$3.14M Buy
15,951
+4,971
+45% +$931K 0.43% 45
2019
Q3 		$1.98M Sell
10,980
-435
-4% -$75.2K 0.31% 51
2019
Q2 		$2M Buy
11,415
+183
+2% +$31.4K 0.31% 51
2019
Q1 		$2.14M Sell
11,232
-2,475
-18% -$440K 0.35% 50
2018
Q4 		$2.19M Buy
13,707
+624
+5% +$106K 0.42% 43
2018
Q3 		$2.5M Buy
13,083
+246
+2% +$43.7K 0.38% 56
2018
Q2 		$2.05M Buy
12,837
+195
+2% +$29.7K 0.34% 60
2018
Q1 		$1.74M Buy
12,642
+8,700
+221% +$1.21M 0.3% 61
2017
Q4 		$480K Buy
+3,942
New +$493K 0.09% 92

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

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

Private Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 3.7% in Q1 2026, selling an estimated $26.3K and leaving 1,350 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #118.

Private Wealth Partners first reported a position in ISRG in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.14M in Q4 2019. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Private Wealth Partners held 1,350 shares of Intuitive Surgical worth $622K as of Q1 2026.
  • Private Wealth Partners sold 52 Intuitive Surgical shares in Q1 2026, an estimated $26.3K.
  • Intuitive Surgical made up 0.05% of Private Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • Private Wealth Partners first reported a position in Intuitive Surgical in Q4 2017 and has held it in 26 quarters since.
  • Private Wealth Partners's Intuitive Surgical position peaked at $3.14M in Q4 2019.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.