QWP
ISRG icon

Quotient Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Quotient 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 		$678K Buy
1,704
+95
+6% +$41.5K 0.02% 167
2026
Q1 		$742K Sell
1,609
-70
-4% -$35.4K 0.02% 147
2025
Q4 		$951K Buy
1,679
+45
+3% +$24K 0.03% 124
2025
Q3 		$731K Sell
1,634
-157
-9% -$75.3K 0.02% 145
2025
Q2 		$973K Buy
1,791
+148
+9% +$77.4K 0.03% 117
2025
Q1 		$814K Buy
1,643
+24
+1% +$13.3K 0.03% 126
2024
Q4 		$845K Buy
1,619
+97
+6% +$50.5K 0.03% 119
2024
Q3 		$748K Buy
1,522
+82
+6% +$38.2K 0.02% 135
2024
Q2 		$641K Buy
1,440
+133
+10% +$53K 0.02% 147
2024
Q1 		$522K Buy
1,307
+28
+2% +$10.6K 0.02% 164
2023
Q4 		$431K Buy
+1,279
New +$381K 0.02% 184

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

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

Quotient Wealth Partners increased its Intuitive Surgical (ISRG) stake by 5.9% in Q2 2026, buying an estimated $41.5K and bringing the position to 1,704 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #167.

Quotient Wealth Partners first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $973K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Quotient Wealth Partners held 1,704 shares of Intuitive Surgical worth $678K as of Q2 2026.
  • Quotient Wealth Partners bought 95 Intuitive Surgical shares in Q2 2026, an estimated $41.5K.
  • Intuitive Surgical made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Quotient Wealth Partners first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Intuitive Surgical position peaked at $973K in Q2 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.