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Bar Harbor Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bar Harbor 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 		$278K Sell
700
-300
-30% -$131K 0.01% 228
2026
Q1 		$461K Sell
1,000
-475
-32% -$240K 0.03% 189
2025
Q4 		$835K Buy
+1,475
New +$785K 0.05% 156

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

Bar Harbor Wealth Management's ISRG Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $131K and leaving 700 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #228.

Bar Harbor Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $835K in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bar Harbor Wealth Management held 700 shares of Intuitive Surgical worth $278K as of Q2 2026.
  • Bar Harbor Wealth Management sold 300 Intuitive Surgical shares in Q2 2026, an estimated $131K.
  • Intuitive Surgical made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Bar Harbor Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Bar Harbor Wealth Management's Intuitive Surgical position peaked at $835K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.