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Abacus Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Abacus Wealth 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 		– Sell
-732
Closed -$337K – 414
2026
Q1 		$337K Sell
732
-29
-4% -$14.7K 0.03% 320
2025
Q4 		$431K Buy
+761
New +$405K 0.04% 254
2025
Q3 		– Sell
-434
Closed -$236K – 110
2025
Q2 		$236K Buy
+434
New +$227K 0.04% 92

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Abacus Wealth Partners's ISRG Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 732 shares — an estimated $337K sold.

Abacus Wealth Partners first reported a position in ISRG in Q2 2025 and held it in 3 quarters. The position peaked at $431K in Q4 2025. 640 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Abacus Wealth Partners reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 732 Intuitive Surgical shares in Q2 2026, an estimated $337K.
  • Abacus Wealth Partners first reported a position in Intuitive Surgical in Q2 2025 and held it in 3 quarters.
  • Abacus Wealth Partners's Intuitive Surgical position peaked at $431K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.