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Sagespring Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Sagespring 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 		$1.09M Sell
2,729
-780
-22% -$341K 0.02% 329
2026
Q1 		$1.62M Sell
3,509
-42
-1% -$21.2K 0.03% 224
2025
Q4 		$2.01M Buy
3,551
+718
+25% +$382K 0.04% 185
2025
Q3 		$1.27M Sell
2,833
-388
-12% -$186K 0.02% 264
2025
Q2 		$1.75M Buy
3,221
+193
+6% +$101K 0.04% 188
2025
Q1 		$1.5M Buy
3,028
+235
+8% +$130K 0.04% 192
2024
Q4 		$1.46M Buy
+2,793
New +$1.45M 0.04% 171

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

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

Sagespring Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 22% in Q2 2026, selling an estimated $341K and leaving 2,729 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #329.

Sagespring Wealth Partners first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sagespring Wealth Partners held 2,729 shares of Intuitive Surgical worth $1.09M as of Q2 2026.
  • Sagespring Wealth Partners sold 780 Intuitive Surgical shares in Q2 2026, an estimated $341K.
  • Intuitive Surgical made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #329 holding.
  • Sagespring Wealth Partners first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Intuitive Surgical position peaked at $2.01M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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