Wealth Management Partners’s Intuitive Surgical ISRG Stock Holding History

Wealth Management 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	$817K	Sell	2,055 -79	-4%	-$34.5K	0.19%	91
2026 Q1	$984K	Buy	2,134 +36	+2%	+$18.2K	0.28%	75
2025 Q4	$1.19M	Buy	2,098 +2	+0.1%	+$1.06K	0.34%	61
2025 Q3	$937K	Sell	2,096 -25	-1%	-$12K	0.3%	68
2025 Q2	$1.13M	Buy	2,121 +81	+4%	+$42.4K	0.4%	56
2025 Q1	$1.01M	Sell	2,040 -19	-0.9%	-$10.5K	0.47%	51
2024 Q4	$1.07M	Buy	2,059 +80	+4%	+$41.7K	0.46%	50
2024 Q3	$972K	Buy	1,979 +34	+2%	+$15.8K	0.45%	49
2024 Q2	$865K	Buy	1,945 +1,371	+239%	+$546K	0.42%	49
2024 Q1	$229K	Buy	+574	New	+$217K	0.12%	107
2022 Q2	–	Sell	-1,000	Closed	-$216K	–	107
2022 Q1	$216K	Hold	1,000	–	–	0.15%	103
2021 Q4	$257K	Buy	1,000 +298	+42%	+$103K	0.18%	94
2021 Q3	$233K	Sell	702 -3	-0.4%	-$1.01K	0.17%	99
2021 Q2	$216K	Buy	+705	New	+$198K	0.15%	111

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Wealth Management Partners reduced its Intuitive Surgical (ISRG) stake by 3.7% in Q2 2026, selling an estimated $34.5K and leaving 2,055 shares worth $817K. The position accounts for 0.19% of the portfolio, ranked #91.

Wealth Management Partners first reported a position in ISRG in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.19M in Q4 2025. 654 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Wealth Management Partners held 2,055 shares of Intuitive Surgical worth $817K as of Q2 2026.
Wealth Management Partners sold 79 Intuitive Surgical shares in Q2 2026, an estimated $34.5K.
Intuitive Surgical made up 0.19% of Wealth Management Partners's portfolio in Q2 2026, its #91 holding.
Wealth Management Partners first reported a position in Intuitive Surgical in Q2 2021 and has held it in 14 quarters since.
Wealth Management Partners's Intuitive Surgical position peaked at $1.19M in Q4 2025.
654 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.