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Ares Financial Consulting’s Intuitive Surgical ISRG Stock Holding History

Ares Financial Consulting’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 		$149K Buy
374
+9
+2% +$3.93K 0.11% 107
2026
Q1 		$170K Buy
365
+221
+153% +$112K 0.13% 88
2025
Q4 		$81.6K Buy
+144
New +$76.7K 0.08% 122

Other funds holding ISRG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ares Financial Consulting's ISRG Position: Q2 2026 in Review

Ares Financial Consulting increased its Intuitive Surgical (ISRG) stake by 2.5% in Q2 2026, buying an estimated $3.93K and bringing the position to 374 shares worth $149K. The position accounts for 0.11% of the portfolio, ranked #107.

Ares Financial Consulting first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $170K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ares Financial Consulting held 374 shares of Intuitive Surgical worth $149K as of Q2 2026.
  • Ares Financial Consulting bought 9 Intuitive Surgical shares in Q2 2026, an estimated $3.93K.
  • Intuitive Surgical made up 0.11% of Ares Financial Consulting's portfolio in Q2 2026, its #107 holding.
  • Ares Financial Consulting first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Intuitive Surgical position peaked at $170K in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.