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Alteri Wealth’s Intuitive Surgical ISRG Stock Holding History

Alteri Wealth’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 		– Sell
-454
Closed -$209K – 310
2026
Q1 		$209K Sell
454
-29
-6% -$14.7K 0.07% 271
2025
Q4 		$274K Buy
483
+23
+5% +$12.2K 0.09% 235
2025
Q3 		$206K Sell
460
-4
-0.9% -$1.92K 0.07% 266
2025
Q2 		$252K Sell
464
-23
-5% -$12K 0.1% 228
2025
Q1 		$241K Sell
487
-12
-2% -$6.64K 0.11% 218
2024
Q4 		$260K Buy
+499
New +$260K 0.07% 203

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Alteri Wealth's ISRG Position: Q2 2026 in Review

Alteri Wealth sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 454 shares — an estimated $209K sold.

Alteri Wealth first reported a position in ISRG in Q4 2024 and held it in 6 quarters. The position peaked at $274K in Q4 2025. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Alteri Wealth reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Alteri Wealth sold 454 Intuitive Surgical shares in Q2 2026, an estimated $209K.
  • Alteri Wealth first reported a position in Intuitive Surgical in Q4 2024 and held it in 6 quarters.
  • Alteri Wealth's Intuitive Surgical position peaked at $274K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.