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Advisornet Financial’s Intuitive Surgical ISRG Stock Holding History

Advisornet Financial’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
2020
Q4 		– Sell
-300
Closed -$71K – 1748
2020
Q3 		$71K Hold
300
– – 0.01% 757
2020
Q2 		$57K Buy
+300
New +$53.8K ﹤0.01% 821

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

Advisornet Financial's ISRG Position: Q2 2026 in Review

Advisornet Financial reduced its Intuitive Surgical (ISRG) stake by 0.42% in Q2 2026, selling an estimated $1.31K and leaving 713 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #556.

Advisornet Financial first reported a position in ISRG in Q4 2017 and has held it in 35 quarters since. The position peaked at $691K in Q2 2025. 721 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Advisornet Financial held 713 shares of Intuitive Surgical worth $284K as of Q2 2026.
  • Advisornet Financial sold 3 Intuitive Surgical shares in Q2 2026, an estimated $1.31K.
  • Intuitive Surgical made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #556 holding.
  • Advisornet Financial first reported a position in Intuitive Surgical in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Intuitive Surgical position peaked at $691K in Q2 2025.
  • 721 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.