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Ullmann Wealth Partners Group’s Intuitive Surgical ISRG Stock Holding History

Ullmann Wealth Partners Group’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 		$654K Buy
1,419
+75
+6% +$37.9K 0.07% 91
2025
Q4 		$718K Sell
1,344
-3
-0.2% -$1.6K 0.07% 85
2025
Q3 		$602K Sell
1,347
-25
-2% -$12K 0.07% 89
2025
Q2 		$746K Buy
1,372
+46
+3% +$24.1K 0.09% 76
2025
Q1 		$657K Sell
1,326
-4
-0.3% -$2.21K 0.09% 75
2024
Q4 		$694K Buy
1,330
+1
+0.1% +$521 0.09% 76
2024
Q3 		$653K Buy
1,329
+21
+2% +$9.78K 0.08% 75
2024
Q2 		$582K Buy
1,308
+79
+6% +$31.5K 0.08% 68
2024
Q1 		$490K Buy
1,229
+66
+6% +$24.9K 0.07% 73
2023
Q4 		$392K Buy
1,163
+40
+4% +$11.9K 0.06% 77
2023
Q3 		$328K Buy
1,123
+136
+14% +$42.5K 0.06% 79
2023
Q2 		$337K Buy
987
+42
+4% +$12.7K 0.07% 74
2023
Q1 		$241K Hold
945
– – 0.05% 82
2022
Q4 		$251K Buy
+945
New +$230K 0.06% 76
2022
Q2 		– Sell
-945
Closed -$285K – 85
2022
Q1 		$285K Hold
945
– – 0.07% 68
2021
Q4 		$340K Hold
945
– – 0.09% 65
2021
Q3 		$313K Buy
945
+45
+5% +$15.1K 0.12% 62
2021
Q2 		$276K Hold
900
– – 0.11% 66
2021
Q1 		$222K Hold
900
– – 0.1% 74
2020
Q4 		$245K Hold
900
– – 0.12% 62
2020
Q3 		$213K Buy
+900
New +$202K 0.12% 66

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

Ullmann Wealth Partners Group's ISRG Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Intuitive Surgical (ISRG) stake by 5.6% in Q1 2026, buying an estimated $37.9K and bringing the position to 1,419 shares worth $654K. The position accounts for 0.07% of the portfolio, ranked #91.

Ullmann Wealth Partners Group first reported a position in ISRG in Q3 2020 and has held it in 21 quarters since. The position peaked at $746K in Q2 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Ullmann Wealth Partners Group held 1,419 shares of Intuitive Surgical worth $654K as of Q1 2026.
  • Ullmann Wealth Partners Group bought 75 Intuitive Surgical shares in Q1 2026, an estimated $37.9K.
  • Intuitive Surgical made up 0.07% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #91 holding.
  • Ullmann Wealth Partners Group first reported a position in Intuitive Surgical in Q3 2020 and has held it in 21 quarters since.
  • Ullmann Wealth Partners Group's Intuitive Surgical position peaked at $746K in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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