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Clayton Financial Group’s Intuitive Surgical ISRG Stock Holding History

Clayton Financial Group’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
-35
Closed -$16.1K – 324
2026
Q1 		$16.1K Hold
35
– – 0.01% 201
2025
Q4 		$19.8K Buy
+35
New +$18.6K 0.01% 185

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

Clayton Financial Group's ISRG Position: Q2 2026 in Review

Clayton Financial Group sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 35 shares — an estimated $16.1K sold.

Clayton Financial Group first reported a position in ISRG in Q4 2025 and held it in 2 quarters. The position peaked at $19.8K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Clayton Financial Group reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 35 Intuitive Surgical shares in Q2 2026, an estimated $16.1K.
  • Clayton Financial Group first reported a position in Intuitive Surgical in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Intuitive Surgical position peaked at $19.8K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.