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Atomi Financial Group’s Intuitive Surgical ISRG Stock Holding History

Atomi Financial Group’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 		$1.95M Sell
4,894
-1,468
-23% -$641K 0.05% 272
2026
Q1 		$2.93M Sell
6,362
-64
-1% -$32.4K 0.09% 179
2025
Q4 		$3.64M Buy
6,426
+1,769
+38% +$942K 0.11% 151
2025
Q3 		$2.08M Sell
4,657
-363
-7% -$174K 0.07% 197
2025
Q2 		$2.73M Buy
5,020
+871
+21% +$455K 0.1% 146
2025
Q1 		$2.05M Buy
4,149
+1,812
+78% +$1M 0.09% 162
2024
Q4 		$1.22M Buy
2,337
+974
+71% +$507K 0.06% 222
2024
Q3 		$669K Buy
1,363
+178
+15% +$82.9K 0.04% 353
2024
Q2 		$527K Buy
1,185
+318
+37% +$127K 0.04% 378
2024
Q1 		$346K Buy
867
+142
+20% +$53.7K 0.03% 477
2023
Q4 		$245K Buy
+725
New +$216K 0.03% 480
2023
Q3 		– Sell
-800
Closed -$274K – 365
2023
Q2 		$274K Buy
+800
New +$242K 0.12% 199

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atomi Financial Group's ISRG Position: Q2 2026 in Review

Atomi Financial Group reduced its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, selling an estimated $641K and leaving 4,894 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #272.

Atomi Financial Group first reported a position in ISRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Atomi Financial Group held 4,894 shares of Intuitive Surgical worth $1.95M as of Q2 2026.
  • Atomi Financial Group sold 1,468 Intuitive Surgical shares in Q2 2026, an estimated $641K.
  • Intuitive Surgical made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #272 holding.
  • Atomi Financial Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's Intuitive Surgical position peaked at $3.64M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.