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Uniting Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Uniting 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 		$721K Buy
1,564
+18
+1% +$9.11K 0.15% 89
2025
Q4 		$876K Buy
1,546
+27
+2% +$14.4K 0.27% 55
2025
Q3 		$679K Buy
+1,519
New +$729K 0.16% 81

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

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

Uniting Wealth Partners increased its Intuitive Surgical (ISRG) stake by 1.2% in Q1 2026, buying an estimated $9.11K and bringing the position to 1,564 shares worth $721K. The position accounts for 0.15% of the portfolio, ranked #89.

Uniting Wealth Partners first reported a position in ISRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $876K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Uniting Wealth Partners held 1,564 shares of Intuitive Surgical worth $721K as of Q1 2026.
  • Uniting Wealth Partners bought 18 Intuitive Surgical shares in Q1 2026, an estimated $9.11K.
  • Intuitive Surgical made up 0.15% of Uniting Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Uniting Wealth Partners first reported a position in Intuitive Surgical in Q3 2025 and has held it in 3 quarters since.
  • Uniting Wealth Partners's Intuitive Surgical position peaked at $876K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.