180 Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

180 Wealth Advisors’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	$2.16M	Buy	5,434 +946	+21%	+$413K	0.22%	117
2026 Q1	$2.07M	Buy	4,488 +223	+5%	+$113K	0.24%	108
2025 Q4	$2.42M	Buy	4,265 +120	+3%	+$63.9K	0.28%	86
2025 Q3	$1.85M	Buy	4,145 +525	+15%	+$252K	0.23%	106
2025 Q2	$1.97M	Sell	3,620 -231	-6%	-$121K	0.27%	95
2025 Q1	$1.91M	Buy	3,851 +180	+5%	+$99.5K	0.3%	85
2024 Q4	$1.92M	Sell	3,671 -12	-0.3%	-$6.25K	0.3%	81
2024 Q3	$1.81M	Buy	3,683 +5	+0.1%	+$2.33K	0.28%	91
2024 Q2	$1.63M	Sell	3,678 -3	-0.1%	-$1.2K	0.27%	92
2024 Q1	$1.47M	Buy	3,681 +8	+0.2%	+$3.02K	0.26%	95
2023 Q4	$1.22M	Buy	3,673 +143	+4%	+$42.6K	0.24%	102
2023 Q3	$1.03M	Sell	3,530 -22	-0.6%	-$6.87K	0.23%	105
2023 Q2	$1.19M	Sell	3,552 -55	-2%	-$16.6K	0.26%	98
2023 Q1	$921K	Buy	3,607 +71	+2%	+$17.5K	0.21%	115
2022 Q4	$886K	Sell	3,536 -55	-2%	-$13.4K	0.21%	108
2022 Q3	$673K	Buy	3,591 +17	+0.5%	+$3.65K	0.19%	113
2022 Q2	$737K	Buy	3,574 +64	+2%	+$15K	0.19%	114
2022 Q1	$1.03M	Buy	3,510 +80	+2%	+$23.4K	0.23%	106
2021 Q4	$924K	Sell	3,430 -6,542	-66%	-$2.25M	0.21%	114
2021 Q3	$1.1M	Buy	9,972 +6,765	+211%	+$2.27M	0.24%	106
2021 Q2	$1.06M	Sell	3,207 -63	-2%	-$17.7K	0.24%	105
2021 Q1	$899K	Buy	3,270 +828	+34%	+$208K	0.22%	111
2020 Q4	$634K	Buy	2,442 +906	+59%	+$225K	0.18%	122
2020 Q3	$375K	Sell	1,536 -738	-32%	-$166K	0.14%	152
2020 Q2	$493K	Buy	2,274 +48	+2%	+$8.6K	0.2%	113
2020 Q1	$347K	Buy	2,226 +543	+32%	+$99.5K	0.18%	139
2019 Q4	$335K	Sell	1,683 -126	-7%	-$23.6K	0.13%	186
2019 Q3	$312K	Sell	1,809 -27	-1%	-$4.67K	0.14%	188
2019 Q2	$321K	Sell	1,836 -9	-0.5%	-$1.54K	0.14%	173
2019 Q1	$302K	Sell	1,845 -861	-32%	-$153K	0.14%	188
2018 Q4	$518K	Hold	2,706	–	–	0.24%	126
2018 Q3	$518K	Buy	2,706 +27	+1%	+$4.79K	0.24%	127
2018 Q2	$427K	Buy	2,679 +651	+32%	+$99.3K	0.21%	135
2018 Q1	$278K	Buy	2,028 +300	+17%	+$41.9K	0.14%	179
2017 Q4	$210K	Buy	+1,728	New	+$216K	0.11%	225

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

180 Wealth Advisors's ISRG Position: Q2 2026 in Review

180 Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 21% in Q2 2026, buying an estimated $413K and bringing the position to 5,434 shares worth $2.16M. The position accounts for 0.22% of the portfolio, ranked #117.

180 Wealth Advisors first reported a position in ISRG in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.42M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

180 Wealth Advisors held 5,434 shares of Intuitive Surgical worth $2.16M as of Q2 2026.
180 Wealth Advisors bought 946 Intuitive Surgical shares in Q2 2026, an estimated $413K.
Intuitive Surgical made up 0.22% of 180 Wealth Advisors's portfolio in Q2 2026, its #117 holding.
180 Wealth Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 35 quarters since.
180 Wealth Advisors's Intuitive Surgical position peaked at $2.42M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.