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Canvas Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Canvas Wealth 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 		– Sell
-437
Closed -$201K – 261
2026
Q1 		$201K Sell
437
-8
-2% -$4.05K 0.03% 237
2025
Q4 		$252K Buy
+445
New +$237K 0.04% 185
2025
Q3 		– Sell
-457
Closed -$226K – 220
2025
Q2 		$226K Sell
457
-48
-10% -$25.1K 0.04% 189
2025
Q1 		$242K Buy
505
+18
+4% +$9.95K 0.06% 160
2024
Q4 		$254K Sell
487
-75
-13% -$39.1K 0.06% 144
2024
Q3 		$276K Buy
+562
New +$262K 0.08% 136

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

Canvas Wealth Advisors's ISRG Position: Q2 2026 in Review

Canvas Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 437 shares — an estimated $201K sold.

Canvas Wealth Advisors first reported a position in ISRG in Q3 2024 and held it in 6 quarters. The position peaked at $276K in Q3 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Canvas Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Canvas Wealth Advisors sold 437 Intuitive Surgical shares in Q2 2026, an estimated $201K.
  • Canvas Wealth Advisors first reported a position in Intuitive Surgical in Q3 2024 and held it in 6 quarters.
  • Canvas Wealth Advisors's Intuitive Surgical position peaked at $276K in Q3 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.