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Strategic Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Strategic 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 		$115K Buy
289
+14
+5% +$6.12K 0.01% 385
2026
Q1 		$127K Sell
275
-8
-3% -$4.05K 0.01% 362
2025
Q4 		$160K Buy
283
+12
+4% +$6.39K 0.01% 343
2025
Q3 		$121K Sell
271
-1,931
-88% -$927K 0.01% 407
2025
Q2 		$1.2M Buy
+2,202
New +$1.15M 0.09% 140
2024
Q4 		$341K Buy
+576
New +$300K 0.03% 247
2022
Q4 		– Sell
-3,373
Closed -$632K – 274
2022
Q3 		$632K Sell
3,373
-140
-4% -$30.1K 0.13% 157
2022
Q2 		$705K Sell
3,513
-369
-10% -$86.6K 0.15% 142
2022
Q1 		$1.17M Buy
3,882
+36
+0.9% +$10.5K 0.23% 120
2021
Q4 		$1.38M Buy
3,846
+588
+18% +$202K 0.26% 118
2021
Q3 		$1.08M Buy
3,258
+501
+18% +$168K 0.32% 91
2021
Q2 		$845K Buy
2,757
+156
+6% +$43.8K 0.28% 96
2021
Q1 		$641K Buy
2,601
+453
+21% +$114K 0.26% 99
2020
Q4 		$586K Buy
2,148
+714
+50% +$177K 0.25% 98
2020
Q3 		$339K Buy
+1,434
New +$322K 0.17% 119
2019
Q4 		– Sell
-171
Closed -$11.4K – 308
2019
Q3 		$11.4K Buy
171
+48
+39% +$8.3K 0.06% 135
2019
Q2 		$21K Buy
123
+93
+310% +$15.9K 0.01% 328
2019
Q1 		$6K Hold
30
– – ﹤0.01% 609
2018
Q4 		$5K Buy
+30
New +$5.08K ﹤0.01% 561

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

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

Strategic Wealth Partners increased its Intuitive Surgical (ISRG) stake by 5.1% in Q2 2026, buying an estimated $6.12K and bringing the position to 289 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #385.

Strategic Wealth Partners first reported a position in ISRG in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.38M in Q4 2021. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Strategic Wealth Partners held 289 shares of Intuitive Surgical worth $115K as of Q2 2026.
  • Strategic Wealth Partners bought 14 Intuitive Surgical shares in Q2 2026, an estimated $6.12K.
  • Intuitive Surgical made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #385 holding.
  • Strategic Wealth Partners first reported a position in Intuitive Surgical in Q4 2018 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Intuitive Surgical position peaked at $1.38M in Q4 2021.
  • 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.