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Brookstone Capital Management’s Intuitive Surgical ISRG Stock Holding History

Brookstone Capital 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 		$1.81M Buy
4,548
+275
+6% +$120K 0.02% 525
2026
Q1 		$1.97M Buy
4,273
+136
+3% +$68.8K 0.02% 472
2025
Q4 		$2.34M Sell
4,137
-32,570
-89% -$17.3M 0.03% 419
2025
Q3 		$16.4M Buy
36,707
+12,014
+49% +$5.77M 0.2% 123
2025
Q2 		$13.4M Buy
24,693
+3,304
+15% +$1.73M 0.18% 141
2025
Q1 		$10.6M Buy
21,389
+3,287
+18% +$1.82M 0.15% 165
2024
Q4 		$9.45M Buy
18,102
+3,663
+25% +$1.91M 0.14% 185
2024
Q3 		$7.09M Buy
14,439
+1,909
+15% +$889K 0.1% 204
2024
Q2 		$5.34M Buy
12,530
+2,289
+22% +$912K 0.09% 223
2024
Q1 		$4.09M Buy
10,241
+1,505
+17% +$569K 0.07% 247
2023
Q4 		$2.95M Buy
8,736
+1,477
+20% +$440K 0.06% 270
2023
Q3 		$1.98M Buy
7,259
+5,337
+278% +$1.67M 0.04% 309
2023
Q2 		$637K Buy
1,922
+10
+0.5% +$3.03K 0.01% 515
2023
Q1 		$514K Sell
1,912
-1,092
-36% -$269K 0.01% 588
2022
Q4 		$812K Sell
3,004
-427
-12% -$104K 0.02% 476
2022
Q3 		$639K Buy
3,431
+442
+15% +$94.9K 0.01% 518
2022
Q2 		$624K Buy
2,989
+176
+6% +$41.3K 0.01% 525
2022
Q1 		$785K Buy
2,813
+529
+23% +$155K 0.02% 460
2021
Q4 		$741K Sell
2,284
-4,958
-68% -$1.71M 0.01% 443
2021
Q3 		$787K Buy
7,242
+6,252
+632% +$2.1M 0.01% 423
2021
Q2 		$316K Buy
+990
New +$278K 0.01% 572
2021
Q1 		– Sell
-1,170
Closed -$319K – 522
2020
Q4 		$319K Sell
1,170
-354
-23% -$87.9K 0.01% 372
2020
Q3 		$360K Buy
1,524
+261
+21% +$58.6K 0.02% 311
2020
Q2 		$240K Buy
+1,263
New +$226K 0.02% 314

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

Brookstone Capital Management's ISRG Position: Q2 2026 in Review

Brookstone Capital Management increased its Intuitive Surgical (ISRG) stake by 6.4% in Q2 2026, buying an estimated $120K and bringing the position to 4,548 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #525.

Brookstone Capital Management first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.4M in Q3 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Brookstone Capital Management held 4,548 shares of Intuitive Surgical worth $1.81M as of Q2 2026.
  • Brookstone Capital Management bought 275 Intuitive Surgical shares in Q2 2026, an estimated $120K.
  • Intuitive Surgical made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #525 holding.
  • Brookstone Capital Management first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
  • Brookstone Capital Management's Intuitive Surgical position peaked at $16.4M in Q3 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.