Bartlett & Co Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bartlett & Co 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	$1.11M	Sell	2,793 -46	-2%	-$20.1K	0.01%	263
2026 Q1	$1.28M	Buy	2,839 +18	+0.6%	+$9.11K	0.02%	249
2025 Q4	$1.6M	Buy	2,821 +31	+1%	+$16.5K	0.02%	231
2025 Q3	$1.25M	Buy	2,790 +21	+0.8%	+$10.1K	0.02%	241
2025 Q2	$1.5M	Hold	2,769	–	–	0.02%	223
2025 Q1	$1.37M	Sell	2,769 -70	-2%	-$38.7K	0.02%	229
2024 Q4	$1.48M	Sell	2,839 -80	-3%	-$41.7K	0.02%	219
2024 Q3	$1.43M	Hold	2,919	–	–	0.02%	223
2024 Q2	$1.3M	Sell	2,919 -87	-3%	-$34.7K	0.02%	229
2024 Q1	$1.2M	Sell	3,006 -11	-0.4%	-$4.16K	0.02%	249
2023 Q4	$1.02M	Sell	3,017 -152	-5%	-$45.3K	0.02%	271
2023 Q3	$926K	Sell	3,169 -129	-4%	-$40.3K	0.02%	268
2023 Q2	$1.13M	Hold	3,298	–	–	0.02%	259
2023 Q1	$843K	Sell	3,298 -625	-16%	-$154K	0.02%	239
2022 Q4	$1.04M	Sell	3,923 -1,828	-32%	-$446K	0.02%	226
2022 Q3	$1.08M	Hold	5,751	–	–	0.02%	216
2022 Q2	$1.15M	Buy	5,751 +459	+9%	+$108K	0.02%	205
2022 Q1	$1.6M	Hold	5,292	–	–	0.03%	190
2021 Q4	$1.9M	Hold	5,292	–	–	0.03%	185
2021 Q3	$1.75M	Sell	5,292 -165	-3%	-$55.4K	0.03%	178
2021 Q2	$1.67M	Hold	5,457	–	–	0.03%	184
2021 Q1	$1.34M	Hold	5,457	–	–	0.03%	191
2020 Q4	$1.49M	Sell	5,457 -1,605	-23%	-$399K	0.03%	183
2020 Q3	$1.67M	Hold	7,062	–	–	0.04%	168
2020 Q2	$1.34M	Sell	7,062 -3,348	-32%	-$600K	0.04%	178
2020 Q1	$1.72M	Sell	10,410 -267	-3%	-$48.9K	0.05%	163
2019 Q4	$2.1M	Hold	10,677	–	–	0.05%	172
2019 Q3	$1.92M	Buy	10,677 +9,057	+559%	+$1.57M	0.05%	173
2019 Q2	$283K	Hold	1,620	–	–	0.01%	238
2019 Q1	$308K	Hold	1,620	–	–	0.01%	228
2018 Q4	$259K	Hold	1,620	–	–	0.01%	232
2018 Q3	$310K	Hold	1,620	–	–	0.01%	225
2018 Q2	$258K	Sell	1,620 -153	-9%	-$23.3K	0.01%	234
2018 Q1	$244K	Buy	+1,773	New	+$247K	0.01%	236

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

Bartlett & Co Wealth Management's ISRG Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, selling an estimated $20.1K and leaving 2,793 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #263.

Bartlett & Co Wealth Management first reported a position in ISRG in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.1M in Q4 2019. 637 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Bartlett & Co Wealth Management held 2,793 shares of Intuitive Surgical worth $1.11M as of Q2 2026.
Bartlett & Co Wealth Management sold 46 Intuitive Surgical shares in Q2 2026, an estimated $20.1K.
Intuitive Surgical made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #263 holding.
Bartlett & Co Wealth Management first reported a position in Intuitive Surgical in Q1 2018 and has held it in 34 quarters since.
Bartlett & Co Wealth Management's Intuitive Surgical position peaked at $2.1M in Q4 2019.
637 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.