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Bouvel Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Bouvel Investment 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 		$5.75M Sell
14,449
-148
-1% -$64.7K 1.3% 32
2026
Q1 		$6.73M Buy
14,597
+92
+0.6% +$46.5K 1.95% 17
2025
Q4 		$8.21M Buy
14,505
+251
+2% +$134K 2.37% 9
2025
Q3 		$6.37M Sell
14,254
-73
-0.5% -$35K 1.95% 14
2025
Q2 		$7.79M Buy
14,327
+377
+3% +$197K 2.63% 10
2025
Q1 		$6.85M Sell
13,950
-406
-3% -$225K 2.58% 8
2024
Q4 		$7.49M Buy
14,356
+406
+3% +$211K 2.7% 10
2024
Q3 		$6.85M Buy
13,950
+67
+0.5% +$31.2K 2.58% 8
2024
Q2 		$6.18M Sell
13,883
-29
-0.2% -$11.6K 2.39% 11
2024
Q1 		$5.55M Sell
13,912
-11
-0.1% -$4.16K 2.4% 13
2023
Q4 		$4.7M Buy
13,923
+254
+2% +$75.7K 2.19% 13
2023
Q3 		$4M Buy
13,669
+162
+1% +$50.6K 2.16% 12
2023
Q2 		$4.62M Buy
13,507
+437
+3% +$132K 2.53% 9
2023
Q1 		$3.34M Sell
13,070
-50
-0.4% -$12.3K 1.95% 16
2022
Q4 		$3.48M Sell
13,120
-154
-1% -$37.5K 2.25% 10
2022
Q3 		$2.49M Buy
13,274
+347
+3% +$74.5K 1.66% 24
2022
Q2 		$2.59M Buy
12,927
+95
+0.7% +$22.3K 1.95% 16
2022
Q1 		$3.87M Buy
12,832
+597
+5% +$174K 2.36% 11
2021
Q4 		$4.4M Sell
12,235
-17
-0.1% -$5.85K 2.47% 11
2021
Q3 		$4.06M Buy
12,252
+207
+2% +$69.5K 2.29% 12
2021
Q2 		$3.69M Buy
12,045
+480
+4% +$135K 2.08% 15
2021
Q1 		$2.85M Buy
11,565
+621
+6% +$156K 1.83% 25
2020
Q4 		$2.98M Buy
+10,944
New +$2.72M 2.12% 16

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

Bouvel Investment Partners's ISRG Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Intuitive Surgical (ISRG) stake by 1% in Q2 2026, selling an estimated $64.7K and leaving 14,449 shares worth $5.75M. The position accounts for 1.3% of the portfolio, ranked #32.

Bouvel Investment Partners first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.21M in Q4 2025. 555 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Bouvel Investment Partners held 14,449 shares of Intuitive Surgical worth $5.75M as of Q2 2026.
  • Bouvel Investment Partners sold 148 Intuitive Surgical shares in Q2 2026, an estimated $64.7K.
  • Intuitive Surgical made up 1.3% of Bouvel Investment Partners's portfolio in Q2 2026, its #32 holding.
  • Bouvel Investment Partners first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • Bouvel Investment Partners's Intuitive Surgical position peaked at $8.21M in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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