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Apollon Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Apollon 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 		$4.7M Sell
11,813
-184
-2% -$80.4K 0.06% 279
2026
Q1 		$5.53M Buy
11,997
+864
+8% +$437K 0.09% 202
2025
Q4 		$6.31M Sell
11,133
-11,704
-51% -$6.23M 0.11% 171
2025
Q3 		$10.2M Sell
22,837
-2,046
-8% -$982K 0.18% 110
2025
Q2 		$13.5M Buy
24,883
+8,029
+48% +$4.2M 0.27% 72
2025
Q1 		$8.35M Buy
16,854
+6,474
+62% +$3.58M 0.18% 110
2024
Q4 		$5.42M Sell
10,380
-156
-1% -$81.3K 0.12% 143
2024
Q3 		$5.18M Buy
10,536
+228
+2% +$106K 0.15% 124
2024
Q2 		$4.59M Buy
10,308
+315
+3% +$125K 0.14% 132
2024
Q1 		$3.99M Sell
9,993
-950
-9% -$359K 0.13% 145
2023
Q4 		$3.69M Buy
10,943
+2,670
+32% +$796K 0.13% 153
2023
Q3 		$2.42M Buy
8,273
+542
+7% +$169K 0.12% 159
2023
Q2 		$2.64M Sell
7,731
-103
-1% -$31.2K 0.13% 172
2023
Q1 		$2M Sell
7,834
-278
-3% -$68.5K 0.12% 177
2022
Q4 		$2.15M Buy
8,112
+524
+7% +$128K 0.15% 144
2022
Q3 		$1.42M Buy
7,588
+475
+7% +$102K 0.12% 190
2022
Q2 		$1.43M Buy
7,113
+1,044
+17% +$245K 0.12% 189
2022
Q1 		$1.83M Buy
6,069
+1,258
+26% +$368K 0.13% 169
2021
Q4 		$1.73M Buy
4,811
+2,210
+85% +$760K 0.13% 175
2021
Q3 		$862K Buy
2,601
+534
+26% +$179K 0.12% 163
2021
Q2 		$634K Buy
2,067
+228
+12% +$64K 0.11% 187
2021
Q1 		$453K Buy
+1,839
New +$463K 0.09% 214
2020
Q4 		– Sell
-855
Closed -$202K – 228
2020
Q3 		$202K Buy
855
+330
+63% +$74.1K 0.09% 153
2020
Q2 		$100K Buy
+525
New +$94.1K 0.06% 172

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

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

Apollon Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.5% in Q2 2026, selling an estimated $80.4K and leaving 11,813 shares worth $4.7M. The position accounts for 0.06% of the portfolio, ranked #279.

Apollon Wealth Management first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.5M in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Apollon Wealth Management held 11,813 shares of Intuitive Surgical worth $4.7M as of Q2 2026.
  • Apollon Wealth Management sold 184 Intuitive Surgical shares in Q2 2026, an estimated $80.4K.
  • Intuitive Surgical made up 0.06% of Apollon Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Apollon Wealth Management first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
  • Apollon Wealth Management's Intuitive Surgical position peaked at $13.5M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.