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Broadwater Capital’s Intuitive Surgical ISRG Stock Holding History

Broadwater Capital’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 		$2.3M Hold
5,772
– – 1.67% 18
2026
Q1 		$3.27M Hold
5,772
– – 2.44% 9
2025
Q4 		$3.27M Hold
5,772
– – 2.44% 9
2025
Q3 		$2.58M Sell
5,772
-3,130,791
-100% -$1.5B 1.89% 15
2025
Q2 		$3.14B Buy
3,136,563
+3,130,791
+54,241% +$1.64B 2.44% 10
2025
Q1 		$2.86M Hold
5,772
– – 2.24% 11
2024
Q4 		$3.01M Hold
5,772
– – 2.31% 10
2024
Q3 		$2.84M Hold
5,772
– – 2.09% 12
2024
Q2 		$2.57M Hold
5,772
– – 1.98% 13
2024
Q1 		$2.3M Hold
5,772
– – 1.77% 15
2023
Q4 		$1.95M Buy
+5,772
New +$1.72M 1.53% 19

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

Broadwater Capital's ISRG Position: Q2 2026 in Review

Broadwater Capital held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 5,772 shares worth $2.3M. The position accounts for 1.67% of the portfolio, ranked #18.

Broadwater Capital first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14B in Q2 2025. 773 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Broadwater Capital held 5,772 shares of Intuitive Surgical worth $2.3M as of Q2 2026.
  • Broadwater Capital left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 1.67% of Broadwater Capital's portfolio in Q2 2026, its #18 holding.
  • Broadwater Capital first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Intuitive Surgical position peaked at $3.14B in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.