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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
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
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

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

Semus Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 5.5% in Q1 2026, selling an estimated $13.2K and leaving 450 shares worth $207K. The position accounts for 0.12% of the portfolio, ranked #103.

Semus Wealth Partners first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $385K in Q3 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Semus Wealth Partners held 450 shares of Intuitive Surgical worth $207K as of Q1 2026.
  • Semus Wealth Partners sold 26 Intuitive Surgical shares in Q1 2026, an estimated $13.2K.
  • Intuitive Surgical made up 0.12% of Semus Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Semus Wealth Partners first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
  • Semus Wealth Partners's Intuitive Surgical position peaked at $385K in Q3 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.