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Root Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Root Financial 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 		$1.99M Buy
4,313
+1,593
+59% +$806K 0.09% 65
2025
Q4 		$1.54M Sell
2,720
-204
-7% -$109K 0.08% 71
2025
Q3 		$1.31M Sell
2,924
-70
-2% -$33.6K 0.08% 74
2025
Q2 		$1.63M Buy
2,994
+37
+1% +$19.3K 0.16% 52
2025
Q1 		$1.46M Sell
2,957
-673
-19% -$372K 0.16% 50
2024
Q4 		$1.89M Buy
3,630
+121
+3% +$63K 0.23% 32
2024
Q3 		$1.72M Buy
+3,509
New +$1.63M 0.28% 34

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

Root Financial Partners's ISRG Position: Q1 2026 in Review

Root Financial Partners increased its Intuitive Surgical (ISRG) stake by 59% in Q1 2026, buying an estimated $806K and bringing the position to 4,313 shares worth $1.99M. The position accounts for 0.09% of the portfolio, ranked #65.

Root Financial Partners first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Root Financial Partners held 4,313 shares of Intuitive Surgical worth $1.99M as of Q1 2026.
  • Root Financial Partners bought 1,593 Intuitive Surgical shares in Q1 2026, an estimated $806K.
  • Intuitive Surgical made up 0.09% of Root Financial Partners's portfolio in Q1 2026, its #65 holding.
  • Root Financial Partners first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.