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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
Q2 		$2.77M Sell
6,955
-1,100
-14% -$481K 0.42% 68
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
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

WealthShield Partners's ISRG Position: Q2 2026 in Review

WealthShield Partners reduced its Intuitive Surgical (ISRG) stake by 14% in Q2 2026, selling an estimated $481K and leaving 6,955 shares worth $2.77M. The position accounts for 0.42% of the portfolio, ranked #68.

WealthShield Partners first reported a position in ISRG in Q1 2021 and has held it in 6 quarters since. The position peaked at $4.42M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • WealthShield Partners held 6,955 shares of Intuitive Surgical worth $2.77M as of Q2 2026.
  • WealthShield Partners sold 1,100 Intuitive Surgical shares in Q2 2026, an estimated $481K.
  • Intuitive Surgical made up 0.42% of WealthShield Partners's portfolio in Q2 2026, its #68 holding.
  • WealthShield Partners first reported a position in Intuitive Surgical in Q1 2021 and has held it in 6 quarters since.
  • WealthShield Partners's Intuitive Surgical position peaked at $4.42M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.