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Ballentine Partners’s Intuitive Surgical ISRG Stock Holding History

Ballentine 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 		$1.89M Sell
4,746
-685
-13% -$299K 0.02% 236
2026
Q1 		$2.5M Buy
5,431
+292
+6% +$148K 0.03% 171
2025
Q4 		$2.91M Buy
5,139
+545
+12% +$290K 0.04% 147
2025
Q3 		$2.05M Sell
4,594
-367
-7% -$176K 0.03% 192
2025
Q2 		$2.7M Buy
4,961
+548
+12% +$287K 0.04% 153
2025
Q1 		$2.19M Buy
4,413
+398
+10% +$220K 0.04% 173
2024
Q4 		$2.1M Buy
4,015
+168
+4% +$87.5K 0.04% 161
2024
Q3 		$1.89M Buy
3,847
+396
+11% +$184K 0.03% 181
2024
Q2 		$1.54M Buy
3,451
+215
+7% +$85.6K 0.03% 193
2024
Q1 		$1.29M Buy
3,236
+379
+13% +$143K 0.02% 204
2023
Q4 		$964K Buy
2,857
+910
+47% +$271K 0.02% 234
2023
Q3 		$569K Sell
1,947
-34
-2% -$10.6K 0.01% 292
2023
Q2 		$677K Buy
1,981
+193
+11% +$58.4K 0.02% 249
2023
Q1 		$457K Buy
1,788
+5
+0.3% +$1.23K 0.01% 315
2022
Q4 		$473K Buy
1,783
+227
+15% +$55.3K 0.01% 290
2022
Q3 		$292K Buy
1,556
+317
+26% +$68.1K 0.01% 349
2022
Q2 		$249K Buy
1,239
+78
+7% +$18.3K 0.01% 356
2022
Q1 		$349K Buy
1,161
+7
+0.6% +$2.04K 0.01% 323
2021
Q4 		$414K Buy
1,154
+86
+8% +$29.6K 0.01% 309
2021
Q3 		$354K Buy
1,068
+9
+0.8% +$3.02K 0.01% 299
2021
Q2 		$325K Buy
1,059
+12
+1% +$3.37K 0.01% 308
2021
Q1 		$258K Sell
1,047
-69
-6% -$17.4K 0.01% 323
2020
Q4 		$305K Sell
1,116
-501
-31% -$124K 0.01% 284
2020
Q3 		$383K Hold
1,617
– – 0.02% 243
2020
Q2 		$307K Sell
1,617
-57
-3% -$10.2K 0.01% 270
2020
Q1 		$276K Buy
1,674
+363
+28% +$66.5K 0.02% 260
2019
Q4 		$259K Sell
1,311
-12
-0.9% -$2.25K 0.01% 329
2019
Q3 		$238K Buy
1,323
+102
+8% +$17.6K 0.01% 338
2019
Q2 		$213K Buy
1,221
+135
+12% +$23.1K 0.01% 358
2019
Q1 		$207K Sell
1,086
-525
-33% -$93.3K 0.01% 309
2018
Q4 		$257K Buy
1,611
+198
+14% +$33.6K 0.01% 267
2018
Q3 		$270K Buy
+1,413
New +$251K 0.01% 280

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
HAM
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Ballentine Partners's ISRG Position: Q2 2026 in Review

Ballentine Partners reduced its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, selling an estimated $299K and leaving 4,746 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #236.

Ballentine Partners first reported a position in ISRG in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.91M in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ballentine Partners held 4,746 shares of Intuitive Surgical worth $1.89M as of Q2 2026.
  • Ballentine Partners sold 685 Intuitive Surgical shares in Q2 2026, an estimated $299K.
  • Intuitive Surgical made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #236 holding.
  • Ballentine Partners first reported a position in Intuitive Surgical in Q3 2018 and has held it in 32 quarters since.
  • Ballentine Partners's Intuitive Surgical position peaked at $2.91M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.