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BSW Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

BSW Wealth 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 		$413K Sell
1,038
-102
-9% -$44.6K 0.05% 201
2026
Q1 		$526K Sell
1,140
-509
-31% -$258K 0.06% 170
2025
Q4 		$934K Buy
1,649
+50
+3% +$26.6K 0.11% 108
2025
Q3 		$715K Buy
1,599
+718
+81% +$345K 0.09% 127
2025
Q2 		$479K Buy
881
+3
+0.3% +$1.57K 0.07% 168
2025
Q1 		$435K Sell
878
-678
-44% -$375K 0.07% 172
2024
Q4 		$812K Buy
1,556
+90
+6% +$46.9K 0.12% 105
2024
Q3 		$720K Buy
1,466
+368
+34% +$171K 0.11% 110
2024
Q2 		$488K Buy
1,098
+120
+12% +$47.8K 0.08% 136
2024
Q1 		$390K Buy
978
+249
+34% +$94.1K 0.07% 172
2023
Q4 		$246K Buy
+729
New +$217K 0.05% 233
2023
Q3 		– Sell
-1,028
Closed -$352K – 267
2023
Q2 		$352K Sell
1,028
-10
-1% -$3.03K 0.07% 159
2023
Q1 		$265K Sell
1,038
-217
-17% -$53.5K 0.05% 240
2022
Q4 		$333K Sell
1,255
-323
-20% -$78.8K 0.07% 195
2022
Q3 		$296K Buy
1,578
+314
+25% +$67.4K 0.07% 187
2022
Q2 		$254K Sell
1,264
-46
-4% -$10.8K 0.06% 215
2022
Q1 		$395K Buy
1,310
+56
+4% +$16.4K 0.1% 161
2021
Q4 		$451K Buy
1,254
+75
+6% +$25.8K 0.11% 134
2021
Q3 		$391K Sell
1,179
-21
-2% -$7.05K 0.11% 131
2021
Q2 		$368K Buy
1,200
+318
+36% +$89.2K 0.1% 142
2021
Q1 		$217K Buy
+882
New +$222K 0.06% 195

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

BSW Wealth Partners's ISRG Position: Q2 2026 in Review

BSW Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 8.9% in Q2 2026, selling an estimated $44.6K and leaving 1,038 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #201.

BSW Wealth Partners first reported a position in ISRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $934K in Q4 2025. 637 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • BSW Wealth Partners held 1,038 shares of Intuitive Surgical worth $413K as of Q2 2026.
  • BSW Wealth Partners sold 102 Intuitive Surgical shares in Q2 2026, an estimated $44.6K.
  • Intuitive Surgical made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #201 holding.
  • BSW Wealth Partners first reported a position in Intuitive Surgical in Q1 2021 and has held it in 21 quarters since.
  • BSW Wealth Partners's Intuitive Surgical position peaked at $934K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.