Commonwealth Financial Services’s Intuitive Surgical ISRG Stock Holding History

Commonwealth Financial Services’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	$233K	Sell	587 -44	-7%	-$19.2K	0.03%	261
2026 Q1	$291K	Buy	631 +39	+7%	+$19.7K	0.05%	182
2025 Q4	$335K	Buy	592 +32	+6%	+$17K	0.06%	157
2025 Q3	$250K	Buy	560 +6	+1%	+$2.88K	0.04%	191
2025 Q2	$301K	Sell	554 -10	-2%	-$5.23K	0.06%	156
2025 Q1	$279K	Buy	564 +13	+2%	+$7.19K	0.06%	154
2024 Q4	$288K	Buy	551 +26	+5%	+$13.5K	0.06%	152
2024 Q3	$254K	Buy	525 +11	+2%	+$5.12K	0.05%	170
2024 Q2	$228K	Buy	+514	New	+$205K	0.05%	171

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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

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

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

Commonwealth Financial Services's ISRG Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Intuitive Surgical (ISRG) stake by 7% in Q2 2026, selling an estimated $19.2K and leaving 587 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #261.

Commonwealth Financial Services first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $335K in Q4 2025. 351 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Commonwealth Financial Services held 587 shares of Intuitive Surgical worth $233K as of Q2 2026.
Commonwealth Financial Services sold 44 Intuitive Surgical shares in Q2 2026, an estimated $19.2K.
Intuitive Surgical made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #261 holding.
Commonwealth Financial Services first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Commonwealth Financial Services's Intuitive Surgical position peaked at $335K in Q4 2025.
351 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.