WealthShield Partners’s Intuitive Surgical ISRG Stock Holding History

WealthShield 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	$3.71M	Buy	8,055 +251	+3%	+$127K	0.41%	65
2025 Q4	$4.42M	Buy	7,804 +3,403	+77%	+$1.81M	0.49%	58
2025 Q3	$1.97M	Buy	4,401 +240	+6%	+$115K	0.22%	120
2025 Q2	$2.26M	Buy	+4,161	New	+$2.18M	0.27%	98
2021 Q2	–	Sell	-45	Closed	-$11K	–	949
2021 Q1	$11K	Buy	+45	New	+$11.3K	﹤0.01%	784

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthShield Partners's ISRG Position: Q1 2026 in Review

WealthShield Partners increased its Intuitive Surgical (ISRG) stake by 3.2% in Q1 2026, buying an estimated $127K and bringing the position to 8,055 shares worth $3.71M. The position accounts for 0.41% of the portfolio, ranked #65.

WealthShield Partners first reported a position in ISRG in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.42M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

WealthShield Partners held 8,055 shares of Intuitive Surgical worth $3.71M as of Q1 2026.
WealthShield Partners bought 251 Intuitive Surgical shares in Q1 2026, an estimated $127K.
Intuitive Surgical made up 0.41% of WealthShield Partners's portfolio in Q1 2026, its #65 holding.
WealthShield Partners first reported a position in Intuitive Surgical in Q1 2021 and has held it in 5 quarters since.
WealthShield Partners's Intuitive Surgical position peaked at $4.42M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.