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Centennial Wealth Advisory’s Intuitive Surgical ISRG Stock Holding History

Centennial Wealth 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 		– Sell
-483
Closed -$223K – 194
2026
Q1 		$223K Buy
483
+84
+21% +$42.5K 0.05% 150
2025
Q4 		$226K Buy
+399
New +$212K 0.06% 153

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Centennial Wealth Advisory's ISRG Position: Q2 2026 in Review

Centennial Wealth Advisory sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 483 shares — an estimated $223K sold.

Centennial Wealth Advisory first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Centennial Wealth Advisory reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Centennial Wealth Advisory sold 483 Intuitive Surgical shares in Q2 2026, an estimated $223K.
  • Centennial Wealth Advisory first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
  • Centennial Wealth Advisory's Intuitive Surgical position peaked at $226K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.