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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q1 2026, selling an estimated $21.2K and leaving 3,509 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #224.

Sagespring Wealth Partners first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Sagespring Wealth Partners held 3,509 shares of Intuitive Surgical worth $1.62M as of Q1 2026.
Sagespring Wealth Partners sold 42 Intuitive Surgical shares in Q1 2026, an estimated $21.2K.
Intuitive Surgical made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #224 holding.
Sagespring Wealth Partners first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Intuitive Surgical position peaked at $2.01M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.