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Second Half Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Second Half 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 		– Sell
-367
Closed -$208K – 111
2025
Q4 		$208K Buy
+367
New +$195K 0.09% 96

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Second Half Financial Partners's ISRG Position: Q1 2026 in Review

Second Half Financial Partners sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 367 shares — an estimated $208K sold.

Second Half Financial Partners first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 2,317 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Second Half Financial Partners reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 367 Intuitive Surgical shares in Q1 2026, an estimated $208K.
  • Second Half Financial Partners first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
  • Second Half Financial Partners's Intuitive Surgical position peaked at $208K in Q4 2025.
  • 2,317 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Second Half Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.