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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
Q2 		$1.69M Sell
4,259
-54
-1% -$23.6K 0.07% 86
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 $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

Root Financial Partners's ISRG Position: Q2 2026 in Review

Root Financial Partners reduced its Intuitive Surgical (ISRG) stake by 1.3% in Q2 2026, selling an estimated $23.6K and leaving 4,259 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #86.

Root Financial Partners first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q1 2026. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Root Financial Partners held 4,259 shares of Intuitive Surgical worth $1.69M as of Q2 2026.
  • Root Financial Partners sold 54 Intuitive Surgical shares in Q2 2026, an estimated $23.6K.
  • Intuitive Surgical made up 0.07% of Root Financial Partners's portfolio in Q2 2026, its #86 holding.
  • Root Financial Partners first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
  • Root Financial Partners's Intuitive Surgical position peaked at $1.99M in Q1 2026.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.