AWM
ISRG icon

Accurate Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Accurate 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 		$3.04M Buy
7,478
+377
+5% +$165K 0.29% 71
2026
Q1 		$3.2M Buy
7,101
+108
+2% +$54.6K 0.39% 49
2025
Q4 		$4.1M Buy
6,993
+253
+4% +$135K 0.52% 34
2025
Q3 		$2.94M Sell
6,740
-74
-1% -$35.5K 0.39% 56
2025
Q2 		$3.58M Buy
6,814
+839
+14% +$439K 0.55% 34
2025
Q1 		$2.95M Sell
5,975
-3
-0.1% -$1.66K 0.56% 42
2024
Q4 		$3.27M Buy
5,978
+373
+7% +$194K 0.63% 32
2024
Q3 		$2.68M Buy
5,605
+2
+0% +$931 0.54% 54
2024
Q2 		$2.45M Buy
5,603
+384
+7% +$153K 0.59% 53
2024
Q1 		$1.91M Buy
5,219
+176
+3% +$66.5K 0.56% 56
2023
Q4 		$1.83M Sell
5,043
-51
-1% -$15.2K 0.57% 52
2023
Q3 		$1.4M Buy
5,094
+199
+4% +$62.1K 0.44% 64
2023
Q2 		$1.73M Buy
4,895
+99
+2% +$30K 0.54% 48
2023
Q1 		$1.24M Buy
4,796
+83
+2% +$20.4K 0.43% 66
2022
Q4 		$1.28M Buy
4,713
+155
+3% +$37.8K 0.47% 46
2022
Q3 		$1.72M Sell
4,558
-107
-2% -$23K 0.72% 36
2022
Q2 		$973K Buy
4,665
+31
+0.7% +$7.27K 0.53% 40
2022
Q1 		$1.4M Buy
+4,634
New +$1.35M 0.63% 34
2021
Q3 		– Sell
-4,611
Closed -$1.41M – 142
2021
Q2 		$1.41M Buy
+4,611
New +$1.29M 1.24% 11

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

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

Accurate Wealth Management increased its Intuitive Surgical (ISRG) stake by 5.3% in Q2 2026, buying an estimated $165K and bringing the position to 7,478 shares worth $3.04M. The position accounts for 0.29% of the portfolio, ranked #71.

Accurate Wealth Management first reported a position in ISRG in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.1M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Accurate Wealth Management held 7,478 shares of Intuitive Surgical worth $3.04M as of Q2 2026.
  • Accurate Wealth Management bought 377 Intuitive Surgical shares in Q2 2026, an estimated $165K.
  • Intuitive Surgical made up 0.29% of Accurate Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Accurate Wealth Management first reported a position in Intuitive Surgical in Q2 2021 and has held it in 19 quarters since.
  • Accurate Wealth Management's Intuitive Surgical position peaked at $4.1M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.