Brady Martz Wealth Solutions’s Intuitive Surgical ISRG Stock Holding History

Brady Martz Wealth Solutions’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	$263K	Sell	661 -4	-0.6%	-$1.75K	0.04%	194
2026 Q1	$307K	Sell	665 -320	-32%	-$162K	0.05%	158
2025 Q4	$558K	Sell	985 -57	-5%	-$30.3K	0.1%	120
2025 Q3	$466K	Buy	1,042 +17	+2%	+$8.16K	0.08%	123
2025 Q2	$557K	Sell	1,025 -6	-0.6%	-$3.14K	0.11%	110
2025 Q1	$511K	Buy	1,031 +3	+0.3%	+$1.66K	0.12%	108
2024 Q4	$554K	Buy	+1,028	New	+$535K	0.13%	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

Brady Martz Wealth Solutions's ISRG Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Intuitive Surgical (ISRG) stake by 0.6% in Q2 2026, selling an estimated $1.75K and leaving 661 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #194.

Brady Martz Wealth Solutions first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Brady Martz Wealth Solutions held 661 shares of Intuitive Surgical worth $263K as of Q2 2026.
Brady Martz Wealth Solutions sold 4 Intuitive Surgical shares in Q2 2026, an estimated $1.75K.
Intuitive Surgical made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #194 holding.
Brady Martz Wealth Solutions first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Intuitive Surgical position peaked at $558K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.