Canopy Partners’s Intuitive Surgical ISRG Stock Holding History

Canopy 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	$805K	Buy	2,025 +504	+33%	+$220K	0.24%	80
2026 Q1	$701K	Buy	1,521 +78	+5%	+$39.5K	0.24%	85
2025 Q4	$817K	Buy	1,443 +222	+18%	+$118K	0.27%	75
2025 Q3	$546K	Sell	1,221 -1	-0.1%	-$480	0.18%	99
2025 Q2	$664K	Buy	1,222 +401	+49%	+$210K	0.24%	85
2025 Q1	$407K	Buy	821 +7	+0.9%	+$3.87K	0.16%	114
2024 Q4	$425K	Buy	814 +11	+1%	+$5.73K	0.16%	108
2024 Q3	$394K	Buy	803 +4	+0.5%	+$1.86K	0.17%	112
2024 Q2	$355K	Buy	799 +5	+0.6%	+$1.99K	0.17%	117
2024 Q1	$317K	Buy	794 +189	+31%	+$71.4K	0.15%	124
2023 Q4	$204K	Buy	+605	New	+$180K	0.12%	151

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

Canopy Partners's ISRG Position: Q2 2026 in Review

Canopy Partners increased its Intuitive Surgical (ISRG) stake by 33% in Q2 2026, buying an estimated $220K and bringing the position to 2,025 shares worth $805K. The position accounts for 0.24% of the portfolio, ranked #80.

Canopy Partners first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q4 2025. 617 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Canopy Partners held 2,025 shares of Intuitive Surgical worth $805K as of Q2 2026.
Canopy Partners bought 504 Intuitive Surgical shares in Q2 2026, an estimated $220K.
Intuitive Surgical made up 0.24% of Canopy Partners's portfolio in Q2 2026, its #80 holding.
Canopy Partners first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's Intuitive Surgical position peaked at $817K in Q4 2025.
617 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.