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Cooper Financial Group’s Intuitive Surgical ISRG Stock Holding History

Cooper 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 		$511K Sell
1,286
-153
-11% -$66.8K 0.04% 263
2026
Q1 		$663K Sell
1,439
-174
-11% -$88K 0.07% 215
2025
Q4 		$914K Buy
1,613
+303
+23% +$161K 0.1% 153
2025
Q3 		$586K Sell
1,310
-22
-2% -$10.6K 0.06% 216
2025
Q2 		$724K Buy
1,332
+83
+7% +$43.4K 0.09% 187
2025
Q1 		$619K Buy
1,249
+190
+18% +$105K 0.08% 209
2024
Q4 		$553K Buy
1,059
+201
+23% +$105K 0.07% 227
2024
Q3 		$422K Buy
858
+229
+36% +$107K 0.05% 267
2024
Q2 		$280K Buy
629
+53
+9% +$21.1K 0.04% 310
2024
Q1 		$230K Buy
+576
New +$218K 0.04% 326
2020
Q1 		– Sell
-1,110
Closed -$219K – 165
2019
Q4 		$219K Buy
+1,110
New +$208K 0.09% 145
2019
Q2 		– Sell
-1,956
Closed -$372K – 127
2019
Q1 		$372K Buy
1,956
+204
+12% +$36.3K 0.2% 67
2018
Q4 		$280K Buy
+1,752
New +$297K 0.19% 76

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

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

Cooper Financial Group reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $66.8K and leaving 1,286 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #263.

Cooper Financial Group first reported a position in ISRG in Q4 2018 and has held it in 13 quarters since. The position peaked at $914K in Q4 2025. 645 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cooper Financial Group held 1,286 shares of Intuitive Surgical worth $511K as of Q2 2026.
  • Cooper Financial Group sold 153 Intuitive Surgical shares in Q2 2026, an estimated $66.8K.
  • Intuitive Surgical made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #263 holding.
  • Cooper Financial Group first reported a position in Intuitive Surgical in Q4 2018 and has held it in 13 quarters since.
  • Cooper Financial Group's Intuitive Surgical position peaked at $914K in Q4 2025.
  • 645 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.