Barnes Dennig Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Barnes Dennig Private 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	$32.6K	Sell	82 -11	-12%	-$4.81K	0.03%	188
2026 Q1	$42.9K	Buy	93 +11	+13%	+$5.57K	0.04%	149
2025 Q4	$46.4K	Buy	+82	New	+$43.7K	0.05%	154
2025 Q3	–	Sell	-274	Closed	-$149K	–	321
2025 Q2	$149K	Buy	274 +239	+683%	+$125K	0.18%	75
2025 Q1	$17.3K	Buy	+35	New	+$19.4K	0.03%	107

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

Barnes Dennig Private Wealth Management's ISRG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $4.81K and leaving 82 shares worth $32.6K. The position accounts for 0.03% of the portfolio, ranked #188.

Barnes Dennig Private Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $149K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Barnes Dennig Private Wealth Management held 82 shares of Intuitive Surgical worth $32.6K as of Q2 2026.
Barnes Dennig Private Wealth Management sold 11 Intuitive Surgical shares in Q2 2026, an estimated $4.81K.
Intuitive Surgical made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #188 holding.
Barnes Dennig Private Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
Barnes Dennig Private Wealth Management's Intuitive Surgical position peaked at $149K in Q2 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.