Wealthcare Advisory Partners
ISRG icon

Wealthcare Advisory Partners’s Intuitive Surgical ISRG Stock Holding History

Wealthcare Advisory 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
Q3 		$1.19M Sell
2,921
-867
-23% -$331K 0.02% 510
2026
Q2 		$1.51M Buy
3,788
+89
+2% +$38.9K 0.03% 416
2026
Q1 		$1.71M Sell
3,699
-837
-18% -$423K 0.03% 396
2025
Q4 		$2.57M Sell
4,536
-206
-4% -$110K 0.05% 300
2025
Q3 		$2.12M Sell
4,742
-341
-7% -$164K 0.04% 325
2025
Q2 		$2.76M Buy
5,083
+23
+0.5% +$12K 0.06% 258
2025
Q1 		$2.51M Buy
5,060
+1,056
+26% +$584K 0.07% 245
2024
Q4 		$2.09M Buy
4,004
+97
+2% +$50.5K 0.06% 262
2024
Q3 		$1.92M Buy
3,907
+84
+2% +$39.1K 0.05% 278
2024
Q2 		$1.7M Buy
3,823
+247
+7% +$98.4K 0.05% 264
2024
Q1 		$1.43M Buy
3,576
+17
+0.5% +$6.42K 0.05% 296
2023
Q4 		$1.2M Sell
3,559
-327
-8% -$97.5K 0.05% 279
2023
Q3 		$1.14M Buy
3,886
+31
+0.8% +$9.7K 0.05% 258
2023
Q2 		$1.32M Buy
3,855
+128
+3% +$38.7K 0.06% 241
2023
Q1 		$952K Buy
3,727
+27
+0.7% +$6.65K 0.04% 305
2022
Q4 		$982K Buy
+3,700
New +$902K 0.05% 279
2021
Q2 		– Sell
-1,095
Closed -$270K – 1203
2021
Q1 		$270K Sell
1,095
-1,041
-49% -$262K 0.02% 417
2020
Q4 		$582K Buy
2,136
+15
+0.7% +$3.72K 0.05% 213
2020
Q3 		$502K Hold
2,121
– – 0.06% 198
2020
Q2 		$403K Sell
2,121
-66
-3% -$11.8K 0.05% 204
2020
Q1 		$361K Buy
2,187
+87
+4% +$15.9K 0.05% 194
2019
Q4 		$414K Hold
2,100
– – 0.05% 192
2019
Q3 		$378K Buy
2,100
+87
+4% +$15K 0.05% 182
2019
Q2 		$352K Hold
2,013
– – 0.06% 182
2019
Q1 		$383K Hold
2,013
– – 0.07% 159
2018
Q4 		$321K Hold
2,013
– – 0.06% 154
2018
Q3 		$385K Hold
2,013
– – 0.07% 151
2018
Q2 		$321K Hold
2,013
– – 0.06% 164
2018
Q1 		$277K Buy
2,013
+1,995
+11,083% +$278K 0.06% 165
2017
Q4 		$2K Buy
+18
New +$2.25K ﹤0.01% 924

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Wealthcare Advisory Partners's ISRG Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Intuitive Surgical (ISRG) stake by 23% in Q3 2026, selling an estimated $331K and leaving 2,921 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #510.

Wealthcare Advisory Partners first reported a position in ISRG in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.76M in Q2 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Wealthcare Advisory Partners held 2,921 shares of Intuitive Surgical worth $1.19M as of Q3 2026.
  • Wealthcare Advisory Partners sold 867 Intuitive Surgical shares in Q3 2026, an estimated $331K.
  • Intuitive Surgical made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #510 holding.
  • Wealthcare Advisory Partners first reported a position in Intuitive Surgical in Q4 2017 and has held it in 30 quarters since.
  • Wealthcare Advisory Partners's Intuitive Surgical position peaked at $2.76M in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.