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Albion Financial Group’s Intuitive Surgical ISRG Stock Holding History

Albion Financial Group’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 		$17.9K Sell
45
-20
-31% -$8.74K ﹤0.01% 374
2026
Q1 		$30K Buy
65
+20
+44% +$10.1K ﹤0.01% 319
2025
Q4 		$25.5K Sell
45
-3
-6% -$1.6K ﹤0.01% 326
2025
Q3 		$21.5K Buy
48
+3
+7% +$1.44K ﹤0.01% 331
2025
Q2 		$24.5K Hold
45
– – ﹤0.01% 294
2025
Q1 		$22.3K Hold
45
– – ﹤0.01% 308
2024
Q4 		$23.5K Buy
+45
New +$23.4K ﹤0.01% 321
2024
Q3 		– Sell
-3,000
Closed -$1.33M – 522
2024
Q2 		$1.33M Hold
3,000
– – 0.1% 97
2024
Q1 		$1.2M Hold
3,000
– – 0.09% 98
2023
Q4 		$1.01M Hold
3,000
– – 0.08% 109
2023
Q3 		$877K Hold
3,000
– – 0.08% 106
2023
Q2 		$1.03M Sell
3,000
-15
-0.5% -$4.54K 0.09% 104
2023
Q1 		$770K Sell
3,015
-27
-0.9% -$6.65K 0.07% 118
2022
Q4 		$807K Sell
3,042
-46,555
-94% -$11.4M 0.08% 111
2022
Q3 		$9.3M Buy
49,597
+352
+0.7% +$75.6K 0.96% 29
2022
Q2 		$9.88M Buy
49,245
+962
+2% +$226K 0.98% 29
2022
Q1 		$14.6M Buy
48,283
+2,315
+5% +$676K 1.24% 24
2021
Q4 		$16.5M Buy
45,968
+17
+0% +$5.85K 1.31% 23
2021
Q3 		$15.2M Buy
45,951
+1,053
+2% +$354K 1.33% 21
2021
Q2 		$13.8M Buy
+44,898
New +$12.6M 1.19% 24
2020
Q4 		$11.1M Buy
40,848
+37,773
+1,228% +$9.38M 1.09% 26
2020
Q3 		$727K Hold
3,075
– – 0.08% 130
2020
Q2 		$584K Hold
3,075
– – 0.07% 135
2020
Q1 		$508K Buy
3,075
+60
+2% +$11K 0.07% 129
2019
Q4 		$594K Hold
3,015
– – 0.07% 133
2019
Q3 		$543K Hold
3,015
– – 0.07% 138
2019
Q2 		$527K Hold
3,015
– – 0.07% 145
2019
Q1 		$573K Hold
3,015
– – 0.08% 134
2018
Q4 		$481K Hold
3,015
– – 0.07% 132
2018
Q3 		$577K Hold
3,015
– – 0.08% 129
2018
Q2 		$481K Hold
3,015
– – 0.07% 137
2018
Q1 		$415K Hold
3,015
– – 0.06% 143
2017
Q4 		$367K Hold
3,015
– – 0.06% 147
2017
Q3 		$350K Buy
+3,015
New +$329K 0.05% 145

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

Albion Financial Group's ISRG Position: Q2 2026 in Review

Albion Financial Group reduced its Intuitive Surgical (ISRG) stake by 31% in Q2 2026, selling an estimated $8.74K and leaving 45 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Albion Financial Group first reported a position in ISRG in Q3 2017 and has held it in 34 quarters since. The position peaked at $16.5M in Q4 2021. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Albion Financial Group held 45 shares of Intuitive Surgical worth $17.9K as of Q2 2026.
  • Albion Financial Group sold 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
  • Intuitive Surgical made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #374 holding.
  • Albion Financial Group first reported a position in Intuitive Surgical in Q3 2017 and has held it in 34 quarters since.
  • Albion Financial Group's Intuitive Surgical position peaked at $16.5M in Q4 2021.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.