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Cary Street Partners Investment Advisory’s Intuitive Surgical ISRG Stock Holding History

Cary Street Partners Investment Advisory’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 		$190K Sell
477
-88
-16% -$38.4K 0.04% 387
2026
Q1 		$260K Sell
565
-85
-13% -$43K 0.07% 297
2025
Q4 		$368K Buy
650
+222
+52% +$118K 0.1% 208
2025
Q3 		$191K Sell
428
-44
-9% -$21.1K 0.08% 280
2025
Q2 		$256K Buy
472
+80
+20% +$41.8K 0.12% 181
2025
Q1 		$194K Sell
392
-14
-3% -$7.74K 0.11% 217
2024
Q4 		$212K Sell
406
-339
-46% -$177K 0.14% 170
2024
Q3 		$366K Sell
745
-15
-2% -$6.98K 0.01% 571
2024
Q2 		$338K Sell
760
-70
-8% -$27.9K 0.01% 557
2024
Q1 		$331K Buy
830
+51
+7% +$19.3K 0.01% 542
2023
Q4 		$263K Buy
779
+493
+172% +$147K 0.01% 553
2023
Q3 		$83.6K Buy
286
+29
+11% +$9.06K ﹤0.01% 751
2023
Q2 		$87.9K Buy
257
+21
+9% +$6.35K 0.01% 691
2023
Q1 		$60.3K Hold
236
– – ﹤0.01% 694
2022
Q4 		$62.6K Buy
+236
New +$57.5K ﹤0.01% 684
2020
Q4 		– Sell
-18
Closed -$4K – 608
2020
Q3 		$4K Buy
+18
New +$4.04K ﹤0.01% 857

Other funds holding ISRG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Cary Street Partners Investment Advisory's ISRG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, selling an estimated $38.4K and leaving 477 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #387.

Cary Street Partners Investment Advisory first reported a position in ISRG in Q3 2020 and has held it in 16 quarters since. The position peaked at $368K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 477 shares of Intuitive Surgical worth $190K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 88 Intuitive Surgical shares in Q2 2026, an estimated $38.4K.
  • Intuitive Surgical made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #387 holding.
  • Cary Street Partners Investment Advisory first reported a position in Intuitive Surgical in Q3 2020 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's Intuitive Surgical position peaked at $368K in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.