Atwood & Palmer’s Intuitive Surgical ISRG Stock Holding History

Atwood & Palmer’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	$68.4K	Hold	172	–	–	﹤0.01%	226
2026 Q1	$79.3K	Hold	172	–	–	﹤0.01%	214
2025 Q4	$97.4K	Buy	172 +1	+0.6%	+$532	0.01%	190
2025 Q3	$76.5K	Sell	171 -4	-2%	-$1.92K	﹤0.01%	213
2025 Q2	$95.1K	Hold	175	–	–	0.01%	194
2025 Q1	$86.7K	Hold	175	–	–	0.01%	193
2024 Q4	$91.3K	Sell	175 -2	-1%	-$1.04K	0.01%	183
2024 Q3	$87K	Buy	177 +6	+4%	+$2.79K	0.01%	195
2024 Q2	$76.1K	Hold	171	–	–	0.01%	204
2024 Q1	$68.2K	Buy	171 +3	+2%	+$1.13K	0.01%	201
2023 Q4	$56.7K	Hold	168	–	–	﹤0.01%	215
2023 Q3	$49.1K	Hold	168	–	–	﹤0.01%	212
2023 Q2	$57.4K	Hold	168	–	–	0.01%	216
2023 Q1	$42.9K	Hold	168	–	–	﹤0.01%	210
2022 Q4	$44.6K	Hold	168	–	–	﹤0.01%	216
2022 Q3	$31K	Hold	168	–	–	﹤0.01%	230
2022 Q2	$34K	Hold	168	–	–	﹤0.01%	243
2022 Q1	$51K	Hold	168	–	–	﹤0.01%	218
2021 Q4	$60K	Hold	168	–	–	0.01%	218
2021 Q3	$56K	Buy	+168	New	+$56.4K	0.01%	219

Other funds holding ISRG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return