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Baker Tilly Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Baker Tilly 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 		$528K Sell
1,328
-69
-5% -$30.1K 0.11% 164
2026
Q1 		$644K Sell
1,397
-149
-10% -$75.4K 0.16% 130
2025
Q4 		$876K Buy
1,546
+232
+18% +$124K 0.22% 99
2025
Q3 		$588K Sell
1,314
-3
-0.2% -$1.44K 0.13% 135
2025
Q2 		$716K Sell
1,317
-23
-2% -$12K 0.26% 89
2025
Q1 		$664K Buy
1,340
+85
+7% +$47K 0.26% 96
2024
Q4 		$655K Buy
1,255
+91
+8% +$47.4K 0.26% 91
2024
Q3 		$572K Buy
1,164
+212
+22% +$98.7K 0.25% 101
2024
Q2 		$423K Sell
952
-558
-37% -$222K 0.17% 143
2024
Q1 		$603K Buy
1,510
+49
+3% +$18.5K 0.11% 212
2023
Q4 		$493K Sell
1,461
-370
-20% -$110K 0.08% 281
2023
Q3 		$535K Sell
1,831
-3,489
-66% -$1.09M 0.09% 239
2023
Q2 		$1.82M Buy
5,320
+182
+4% +$55.1K 0.19% 115
2023
Q1 		$1.31M Buy
5,138
+374
+8% +$92.1K 0.15% 153
2022
Q4 		$1.26M Buy
4,764
+1,080
+29% +$263K 0.16% 153
2022
Q3 		$691K Sell
3,684
-7,025
-66% -$1.51M 0.09% 230
2022
Q2 		$2.15M Buy
10,709
+107
+1% +$25.1K 0.28% 76
2022
Q1 		$3.2M Buy
10,602
+1,677
+19% +$490K 0.35% 65
2021
Q4 		$3.21M Buy
8,925
+1,347
+18% +$463K 0.34% 60
2021
Q3 		$2.51M Buy
7,578
+1,257
+20% +$422K 0.33% 58
2021
Q2 		$1.94M Buy
6,321
+666
+12% +$187K 0.31% 74
2021
Q1 		$1.39M Buy
5,655
+2,346
+71% +$590K 0.29% 86
2020
Q4 		$902K Buy
+3,309
New +$822K 0.28% 90

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Baker Tilly Wealth Management's ISRG Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Intuitive Surgical (ISRG) stake by 4.9% in Q2 2026, selling an estimated $30.1K and leaving 1,328 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #164.

Baker Tilly Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.21M in Q4 2021. 645 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Baker Tilly Wealth Management held 1,328 shares of Intuitive Surgical worth $528K as of Q2 2026.
  • Baker Tilly Wealth Management sold 69 Intuitive Surgical shares in Q2 2026, an estimated $30.1K.
  • Intuitive Surgical made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Baker Tilly Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Intuitive Surgical position peaked at $3.21M in Q4 2021.
  • 645 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.