Semus Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Semus 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	–	Sell	-450	Closed	-$207K	–	115
2026 Q1	$207K	Sell	450 -26	-5%	-$13.2K	0.12%	103
2025 Q4	$270K	Sell	476 -89	-16%	-$47.4K	0.15%	88
2025 Q3	$253K	Sell	565 -84	-13%	-$40.3K	0.14%	91
2025 Q2	$353K	Sell	649 -3	-0.5%	-$1.57K	0.23%	77
2025 Q1	$323K	Buy	652 +49	+8%	+$27.1K	0.23%	75
2024 Q4	$315K	Sell	603 -181	-23%	-$94.3K	0.21%	77
2024 Q3	$385K	Buy	784 +27	+4%	+$12.6K	0.27%	72
2024 Q2	$337K	Sell	757 -9	-1%	-$3.58K	0.26%	74
2024 Q1	$306K	Buy	766 +1	+0.1%	+$378	0.26%	88
2023 Q4	$258K	Buy	+765	New	+$228K	0.21%	96

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Semus Wealth Partners sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 450 shares — an estimated $207K sold.

Semus Wealth Partners first reported a position in ISRG in Q4 2023 and held it in 10 quarters. The position peaked at $385K in Q3 2024. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Semus Wealth Partners reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Semus Wealth Partners sold 450 Intuitive Surgical shares in Q2 2026, an estimated $207K.
Semus Wealth Partners first reported a position in Intuitive Surgical in Q4 2023 and held it in 10 quarters.
Semus Wealth Partners's Intuitive Surgical position peaked at $385K in Q3 2024.
2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.