Westmount Partners’s Intuitive Surgical ISRG Stock Holding History

Westmount 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	$1.5M	Buy	3,764 +221	+6%	+$96.6K	0.33%	68
2026 Q1	$1.63M	Sell	3,543 -38	-1%	-$19.2K	0.4%	55
2025 Q4	$2.03M	Sell	3,581 -263	-7%	-$140K	0.51%	44
2025 Q3	$1.68M	Hold	3,844	–	–	0.43%	51
2025 Q2	$2.09M	Buy	3,844 +3	+0.1%	+$1.57K	0.57%	40
2025 Q1	$1.9M	Buy	3,841 +50	+1%	+$27.7K	0.58%	40
2024 Q4	$1.98M	Hold	3,791	–	–	0.6%	37
2024 Q3	$1.86M	Sell	3,791 -3	-0.1%	-$1.4K	0.56%	38
2024 Q2	$1.66M	Buy	3,794 +28	+0.7%	+$11.2K	0.55%	41
2024 Q1	$1.5M	Hold	3,766	–	–	0.54%	40
2023 Q4	$1.27M	Sell	3,766 -9	-0.2%	-$2.68K	0.52%	41
2023 Q3	$1.1M	Sell	3,775 -14	-0.4%	-$4.37K	0.49%	44
2023 Q2	$1.3M	Buy	3,789 +30	+0.8%	+$9.08K	0.56%	38
2023 Q1	$960K	Hold	3,759	–	–	0.44%	44
2022 Q4	$997K	Buy	+3,759	New	+$917K	0.52%	40

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westmount Partners's ISRG Position: Q2 2026 in Review

Westmount Partners increased its Intuitive Surgical (ISRG) stake by 6.2% in Q2 2026, buying an estimated $96.6K and bringing the position to 3,764 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #68.

Westmount Partners first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.09M in Q2 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Westmount Partners held 3,764 shares of Intuitive Surgical worth $1.5M as of Q2 2026.
Westmount Partners bought 221 Intuitive Surgical shares in Q2 2026, an estimated $96.6K.
Intuitive Surgical made up 0.33% of Westmount Partners's portfolio in Q2 2026, its #68 holding.
Westmount Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's Intuitive Surgical position peaked at $2.09M in Q2 2025.
2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.