Callahan Advisors’s Intuitive Surgical ISRG Stock Holding History

Callahan Advisors’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	$318K	Hold	800	–	–	0.02%	155
2026 Q1	$369K	Sell	800 -62	-7%	-$31.4K	0.03%	145
2025 Q4	$488K	Hold	862	–	–	0.04%	137
2025 Q3	$386K	Sell	862 -2	-0.2%	-$960	0.03%	133
2025 Q2	$470K	Buy	864 +2	+0.2%	+$1.05K	0.04%	126
2025 Q1	$427K	Hold	862	–	–	0.04%	130
2024 Q4	$450K	Hold	862	–	–	0.04%	128
2024 Q3	$423K	Hold	862	–	–	0.04%	116
2024 Q2	$383K	Hold	862	–	–	0.04%	123
2024 Q1	$344K	Sell	862 -63	-7%	-$23.8K	0.04%	119
2023 Q4	$312K	Sell	925 -95	-9%	-$28.3K	0.04%	119
2023 Q3	$298K	Sell	1,020 -150	-13%	-$46.8K	0.04%	126
2023 Q2	$400K	Sell	1,170 -85	-7%	-$25.7K	0.05%	112
2023 Q1	$321K	Sell	1,255 -45	-3%	-$11.1K	0.04%	122
2022 Q4	$345K	Hold	1,300	–	–	0.05%	119
2022 Q3	$244K	Hold	1,300	–	–	0.04%	132
2022 Q2	$261K	Buy	1,300 +285	+28%	+$66.9K	0.03%	136
2022 Q1	$306K	Buy	1,015 +115	+13%	+$33.6K	0.03%	134
2021 Q4	$323K	Hold	900	–	–	0.04%	134
2021 Q3	$298K	Hold	900	–	–	0.04%	131
2021 Q2	$276K	Hold	900	–	–	0.04%	134
2021 Q1	$222K	Hold	900	–	–	0.03%	134
2020 Q4	$245K	Hold	900	–	–	0.04%	130
2020 Q3	$213K	Buy	+900	New	+$202K	0.03%	129

Other funds holding ISRG

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Callahan Advisors's ISRG Position: Q2 2026 in Review

Callahan Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 800 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #155.

Callahan Advisors first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $488K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Callahan Advisors held 800 shares of Intuitive Surgical worth $318K as of Q2 2026.
Callahan Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.02% of Callahan Advisors's portfolio in Q2 2026, its #155 holding.
Callahan Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
Callahan Advisors's Intuitive Surgical position peaked at $488K in Q4 2025.
1,014 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.