Cove Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Cove Private Wealth’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	$637K	Hold	1,601	–	–	0.12%	127
2026 Q1	$738K	Buy	1,601 +431	+37%	+$218K	0.17%	100
2025 Q4	$663K	Buy	1,170 +462	+65%	+$246K	0.2%	95
2025 Q3	$317K	Hold	708	–	–	0.1%	127
2025 Q2	$385K	Buy	708 +239	+51%	+$125K	0.14%	118
2025 Q1	$232K	Buy	+469	New	+$259K	0.12%	116

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cove Private Wealth's ISRG Position: Q2 2026 in Review

Cove Private Wealth held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,601 shares worth $637K. The position accounts for 0.12% of the portfolio, ranked #127.

Cove Private Wealth first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $738K in Q1 2026. 927 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Cove Private Wealth held 1,601 shares of Intuitive Surgical worth $637K as of Q2 2026.
Cove Private Wealth left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.12% of Cove Private Wealth's portfolio in Q2 2026, its #127 holding.
Cove Private Wealth first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
Cove Private Wealth's Intuitive Surgical position peaked at $738K in Q1 2026.
927 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.