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Revolve Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Revolve 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 		$693K Sell
1,742
-115
-6% -$50.2K 0.07% 155
2026
Q1 		$856K Sell
1,857
-90
-5% -$45.5K 0.11% 93
2025
Q4 		$1.1M Sell
1,947
-2
-0.1% -$1.06K 0.13% 86
2025
Q3 		$872K Sell
1,949
-131
-6% -$62.9K 0.1% 96
2025
Q2 		$1.13M Sell
2,080
-54
-3% -$28.2K 0.15% 78
2025
Q1 		$1.06M Buy
2,134
+990
+87% +$547K 0.15% 77
2024
Q4 		$597K Buy
1,144
+14
+1% +$7.29K 0.09% 102
2024
Q3 		$555K Sell
1,130
-1
-0.1% -$466 0.08% 112
2024
Q2 		$503K Sell
1,131
-21
-2% -$8.36K 0.08% 106
2024
Q1 		$460K Buy
1,152
+15
+1% +$5.67K 0.08% 110
2023
Q4 		$384K Sell
1,137
-30
-3% -$8.94K 0.07% 109
2023
Q3 		$341K Sell
1,167
-26
-2% -$8.12K 0.08% 108
2023
Q2 		$408K Buy
1,193
+101
+9% +$30.6K 0.1% 93
2023
Q1 		$279K Sell
1,092
-111
-9% -$27.3K 0.07% 114
2022
Q4 		$319K Sell
1,203
-125
-9% -$30.5K 0.09% 101
2022
Q3 		$249K Sell
1,328
-46
-3% -$9.88K 0.08% 107
2022
Q2 		$276K Buy
1,374
+66
+5% +$15.5K 0.09% 100
2022
Q1 		$395K Buy
1,308
+3
+0.2% +$876 0.11% 86
2021
Q4 		$469K Buy
+1,305
New +$449K 0.14% 81

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

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

Revolve Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 6.2% in Q2 2026, selling an estimated $50.2K and leaving 1,742 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #155.

Revolve Wealth Partners first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q2 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Revolve Wealth Partners held 1,742 shares of Intuitive Surgical worth $693K as of Q2 2026.
  • Revolve Wealth Partners sold 115 Intuitive Surgical shares in Q2 2026, an estimated $50.2K.
  • Intuitive Surgical made up 0.07% of Revolve Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Revolve Wealth Partners first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Intuitive Surgical position peaked at $1.13M in Q2 2025.
  • 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.