Atlas Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Atlas Wealth Partners’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	$756K	Hold	1,900	–	–	0.83%	22
2026 Q1	$876K	Sell	1,900 -50	-3%	-$25.3K	0.9%	20
2025 Q4	$1.1M	Sell	1,950 -50	-3%	-$26.6K	1.21%	18
2025 Q3	$894K	Hold	2,000	–	–	0.91%	19
2025 Q2	$1.09M	Hold	2,000	–	–	1.25%	15
2025 Q1	$991K	Hold	2,000	–	–	1.22%	13
2024 Q4	$1.04M	Sell	2,000 -100	-5%	-$52.1K	1.32%	13
2024 Q3	$1.03M	Hold	2,100	–	–	1.57%	13
2024 Q2	$934K	Hold	2,100	–	–	3.95%	5
2024 Q1	$816K	Hold	2,100	–	–	4.42%	4
2023 Q4	$787K	Sell	2,100 -200	-9%	-$59.6K	4.34%	5
2023 Q3	$596K	Sell	2,300 -100	-4%	-$31.2K	3.43%	6
2023 Q2	$808K	Hold	2,400	–	–	2.33%	13
2023 Q1	$708K	Hold	2,400	–	–	4.93%	4
2022 Q4	$607K	Buy	+2,400	New	+$585K	3.75%	5

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Atlas Wealth Partners's ISRG Position: Q2 2026 in Review

Atlas Wealth Partners held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,900 shares worth $756K. The position accounts for 0.83% of the portfolio, ranked #22.

Atlas Wealth Partners first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2025. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Atlas Wealth Partners held 1,900 shares of Intuitive Surgical worth $756K as of Q2 2026.
Atlas Wealth Partners left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.83% of Atlas Wealth Partners's portfolio in Q2 2026, its #22 holding.
Atlas Wealth Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth Partners's Intuitive Surgical position peaked at $1.1M in Q4 2025.
955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.