Abner Herrman & Brock’s Intuitive Surgical ISRG Stock Holding History

Abner Herrman & Brock’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	$8.08M	Sell	20,318 -1,788	-8%	-$781K	0.77%	40
2026 Q1	$10.2M	Buy	22,106 +397	+2%	+$201K	1.13%	36
2025 Q4	$12.3M	Sell	21,709 -152	-0.7%	-$80.9K	1.26%	33
2025 Q3	$9.78M	Sell	21,861 -9,629	-31%	-$4.62M	1.01%	37
2025 Q2	$17.1M	Buy	31,490 +19,000	+152%	+$9.93M	1.91%	28
2025 Q1	$6.19M	Sell	12,490 -410	-3%	-$227K	0.79%	39
2024 Q4	$6.73M	Hold	12,900	–	–	0.84%	39
2024 Q3	$6.34M	Hold	12,900	–	–	0.76%	44
2024 Q2	$5.74M	Hold	12,900	–	–	0.73%	44
2024 Q1	$5.15M	Sell	12,900 -1,360	-10%	-$514K	0.64%	45
2023 Q4	$4.81M	Buy	+14,260	New	+$4.25M	0.68%	42

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Abner Herrman & Brock's ISRG Position: Q2 2026 in Review

Abner Herrman & Brock reduced its Intuitive Surgical (ISRG) stake by 8.1% in Q2 2026, selling an estimated $781K and leaving 20,318 shares worth $8.08M. The position accounts for 0.77% of the portfolio, ranked #40.

Abner Herrman & Brock first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.1M in Q2 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Abner Herrman & Brock held 20,318 shares of Intuitive Surgical worth $8.08M as of Q2 2026.
Abner Herrman & Brock sold 1,788 Intuitive Surgical shares in Q2 2026, an estimated $781K.
Intuitive Surgical made up 0.77% of Abner Herrman & Brock's portfolio in Q2 2026, its #40 holding.
Abner Herrman & Brock first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Abner Herrman & Brock's Intuitive Surgical position peaked at $17.1M in Q2 2025.
331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.