AWM
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Abound Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Abound Wealth Management’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 		$153K Sell
384
-41
-10% -$17.9K 0.03% 121
2026
Q1 		$196K Sell
425
-35
-8% -$17.7K 0.04% 95
2025
Q4 		$261K Sell
460
-96
-17% -$51.1K 0.06% 74
2025
Q3 		$249K Buy
556
+48
+9% +$23K 0.06% 69
2025
Q2 		$276K Sell
508
-2
-0.4% -$1.05K 0.08% 58
2025
Q1 		$252K Sell
510
-12
-2% -$6.64K 0.08% 58
2024
Q4 		$272K Buy
522
+1
+0.2% +$521 0.09% 53
2024
Q3 		$256K Buy
521
+11
+2% +$5.12K 0.08% 54
2024
Q2 		$227K Sell
510
-2
-0.4% -$797 0.08% 55
2024
Q1 		$204K Buy
512
+3
+0.6% +$1.13K 0.08% 60
2023
Q4 		$172K Buy
509
+1
+0.2% +$298 0.07% 65
2023
Q3 		$148K Sell
508
-1
-0.2% -$312 0.06% 64
2023
Q2 		$174K Buy
509
+18
+4% +$5.45K 0.07% 59
2023
Q1 		$125K Buy
491
+15
+3% +$3.69K 0.06% 64
2022
Q4 		$126K Buy
476
+14
+3% +$3.41K 0.06% 61
2022
Q3 		$86.6K Buy
+462
New +$99.2K 0.05% 69

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

Abound Wealth Management's ISRG Position: Q2 2026 in Review

Abound Wealth Management reduced its Intuitive Surgical (ISRG) stake by 9.6% in Q2 2026, selling an estimated $17.9K and leaving 384 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #121.

Abound Wealth Management first reported a position in ISRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $276K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Abound Wealth Management held 384 shares of Intuitive Surgical worth $153K as of Q2 2026.
  • Abound Wealth Management sold 41 Intuitive Surgical shares in Q2 2026, an estimated $17.9K.
  • Intuitive Surgical made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Abound Wealth Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Intuitive Surgical position peaked at $276K in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.