Balance Wealth’s Intuitive Surgical ISRG Stock Holding History

Balance Wealth’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	$1.71M	Buy	4,308 +513	+14%	+$224K	0.46%	46
2026 Q1	$1.75M	Buy	3,795 +37	+1%	+$18.7K	0.54%	40
2025 Q4	$2.13M	Buy	3,758 +1,270	+51%	+$676K	0.68%	34
2025 Q3	$1.11M	Buy	2,488 +24	+1%	+$11.5K	0.27%	59
2025 Q2	$1.34M	Sell	2,464 -5	-0.2%	-$2.61K	0.78%	35
2025 Q1	$1.22M	Buy	+2,469	New	+$1.37M	0.79%	37

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

Balance Wealth's ISRG Position: Q2 2026 in Review

Balance Wealth increased its Intuitive Surgical (ISRG) stake by 14% in Q2 2026, buying an estimated $224K and bringing the position to 4,308 shares worth $1.71M. The position accounts for 0.46% of the portfolio, ranked #46.

Balance Wealth first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Balance Wealth held 4,308 shares of Intuitive Surgical worth $1.71M as of Q2 2026.
Balance Wealth bought 513 Intuitive Surgical shares in Q2 2026, an estimated $224K.
Intuitive Surgical made up 0.46% of Balance Wealth's portfolio in Q2 2026, its #46 holding.
Balance Wealth first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's Intuitive Surgical position peaked at $2.13M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.