Brookwood Investment Group’s Intuitive Surgical ISRG Stock Holding History

Brookwood Investment Group’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	$280K	Sell	703 -59	-8%	-$25.8K	0.03%	413
2026 Q1	$351K	Buy	762 +146	+24%	+$73.9K	0.04%	350
2025 Q4	$349K	Sell	616 -544	-47%	-$290K	0.04%	359
2025 Q3	$519K	Sell	1,160 -65	-5%	-$31.2K	0.07%	254
2025 Q2	$666K	Sell	1,225 -183	-13%	-$95.7K	0.11%	193
2025 Q1	$697K	Buy	+1,408	New	+$779K	0.12%	167

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

Brookwood Investment Group's ISRG Position: Q2 2026 in Review

Brookwood Investment Group reduced its Intuitive Surgical (ISRG) stake by 7.7% in Q2 2026, selling an estimated $25.8K and leaving 703 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #413.

Brookwood Investment Group first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $697K in Q1 2025. 637 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Brookwood Investment Group held 703 shares of Intuitive Surgical worth $280K as of Q2 2026.
Brookwood Investment Group sold 59 Intuitive Surgical shares in Q2 2026, an estimated $25.8K.
Intuitive Surgical made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #413 holding.
Brookwood Investment Group first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Intuitive Surgical position peaked at $697K in Q1 2025.
637 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.