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Birchbrook’s Intuitive Surgical ISRG Stock Holding History

Birchbrook’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 		$797K Buy
2,003
+329
+20% +$144K 0.37% 46
2026
Q1 		$772K Buy
1,674
+84
+5% +$42.5K 0.38% 47
2025
Q4 		$901K Buy
1,590
+57
+4% +$30.3K 0.45% 40
2025
Q3 		$686K Buy
1,533
+74
+5% +$35.5K 0.35% 49
2025
Q2 		$793K Buy
1,459
+1,396
+2,216% +$730K 0.42% 41
2025
Q1 		$31.2K Hold
63
– – 0.02% 136
2024
Q4 		$32.9K Sell
63
-10
-14% -$5.21K 0.02% 136
2024
Q3 		$35.9K Sell
73
-15
-17% -$6.98K 0.02% 127
2024
Q2 		$39.1K Sell
88
-52
-37% -$20.7K 0.02% 132
2024
Q1 		$55.9K Hold
140
– – 0.03% 119
2023
Q4 		$47.2K Buy
+140
New +$41.7K 0.03% 124

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
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Birchbrook's ISRG Position: Q2 2026 in Review

Birchbrook increased its Intuitive Surgical (ISRG) stake by 20% in Q2 2026, buying an estimated $144K and bringing the position to 2,003 shares worth $797K. The position accounts for 0.37% of the portfolio, ranked #46.

Birchbrook first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $901K in Q4 2025. 665 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Birchbrook held 2,003 shares of Intuitive Surgical worth $797K as of Q2 2026.
  • Birchbrook bought 329 Intuitive Surgical shares in Q2 2026, an estimated $144K.
  • Intuitive Surgical made up 0.37% of Birchbrook's portfolio in Q2 2026, its #46 holding.
  • Birchbrook first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Intuitive Surgical position peaked at $901K in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.