Arista Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Arista 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	$943K	Sell	2,371 -721	-23%	-$315K	0.1%	111
2026 Q1	$1.43M	Buy	3,092 +1,099	+55%	+$556K	0.17%	76
2025 Q4	$1.13M	Buy	1,993 +555	+39%	+$295K	0.14%	83
2025 Q3	$643K	Hold	1,438	–	–	0.08%	124
2025 Q2	$781K	Buy	+1,438	New	+$752K	0.11%	107

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Arista Wealth Management reduced its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, selling an estimated $315K and leaving 2,371 shares worth $943K. The position accounts for 0.1% of the portfolio, ranked #111.

Arista Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 637 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Arista Wealth Management held 2,371 shares of Intuitive Surgical worth $943K as of Q2 2026.
Arista Wealth Management sold 721 Intuitive Surgical shares in Q2 2026, an estimated $315K.
Intuitive Surgical made up 0.1% of Arista Wealth Management's portfolio in Q2 2026, its #111 holding.
Arista Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's Intuitive Surgical position peaked at $1.43M in Q1 2026.
637 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.