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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
Q2 		$551K Sell
1,386
-33
-2% -$14.4K 0.05% 109
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 $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

Ullmann Wealth Partners Group's ISRG Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q2 2026, selling an estimated $14.4K and leaving 1,386 shares worth $551K. The position accounts for 0.05% of the portfolio, ranked #109.

Ullmann Wealth Partners Group first reported a position in ISRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $746K in Q2 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ullmann Wealth Partners Group held 1,386 shares of Intuitive Surgical worth $551K as of Q2 2026.
  • Ullmann Wealth Partners Group sold 33 Intuitive Surgical shares in Q2 2026, an estimated $14.4K.
  • Intuitive Surgical made up 0.05% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #109 holding.
  • Ullmann Wealth Partners Group first reported a position in Intuitive Surgical in Q3 2020 and has held it in 22 quarters since.
  • Ullmann Wealth Partners Group's Intuitive Surgical position peaked at $746K in Q2 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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