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RWA Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

RWA 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 		$3.49M Sell
7,570
-4,428
-37% -$2.24M 0.04% 206
2025
Q4 		$6.8M Buy
11,998
+389
+3% +$207K 0.07% 141
2025
Q3 		$5.19M Buy
11,609
+3,881
+50% +$1.86M 0.06% 170
2025
Q2 		$4.2M Sell
7,728
-190
-2% -$99.3K 0.05% 170
2025
Q1 		$3.92M Buy
7,918
+275
+4% +$152K 0.05% 169
2024
Q4 		$3.99M Buy
7,643
+21
+0.3% +$10.9K 0.05% 168
2024
Q3 		$3.74M Sell
7,622
-381
-5% -$177K 0.05% 181
2024
Q2 		$3.56M Buy
8,003
+158
+2% +$62.9K 0.05% 176
2024
Q1 		$3.13M Sell
7,845
-14,482
-65% -$5.47M 0.04% 190
2023
Q4 		$7.53M Buy
22,327
+20,792
+1,355% +$6.2M 0.11% 107
2023
Q3 		$449K Buy
1,535
+938
+157% +$293K 0.01% 279
2023
Q2 		$204K Sell
597
-630
-51% -$191K ﹤0.01% 319
2023
Q1 		$313K Hold
1,227
– – 0.01% 208
2022
Q4 		$319K Hold
1,227
– – 0.01% 213
2022
Q3 		$230K Buy
+1,227
New +$264K 0.02% 218
2022
Q2 		– Sell
-788
Closed -$238K – 252
2022
Q1 		$238K Sell
788
-59
-7% -$17.2K 0.02% 234
2021
Q4 		$304K Sell
847
-35
-4% -$12K 0.02% 210
2021
Q3 		$292K Hold
882
– – 0.02% 205
2021
Q2 		$270K Buy
+882
New +$247K 0.02% 214
2021
Q1 		– Sell
-777
Closed -$212K – 243
2020
Q4 		$212K Buy
+777
New +$193K 0.02% 225
2018
Q3 		– Sell
-720
Closed -$115K – 468
2018
Q2 		$115K Buy
+720
New +$110K 0.01% 303

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

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

RWA Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 37% in Q1 2026, selling an estimated $2.24M and leaving 7,570 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #206.

RWA Wealth Partners first reported a position in ISRG in Q2 2018 and has held it in 21 quarters since. The position peaked at $7.53M in Q4 2023. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • RWA Wealth Partners held 7,570 shares of Intuitive Surgical worth $3.49M as of Q1 2026.
  • RWA Wealth Partners sold 4,428 Intuitive Surgical shares in Q1 2026, an estimated $2.24M.
  • Intuitive Surgical made up 0.04% of RWA Wealth Partners's portfolio in Q1 2026, its #206 holding.
  • RWA Wealth Partners first reported a position in Intuitive Surgical in Q2 2018 and has held it in 21 quarters since.
  • RWA Wealth Partners's Intuitive Surgical position peaked at $7.53M in Q4 2023.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.