Crown Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Crown Wealth 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	$206K	Sell	519 -8	-2%	-$3.5K	0.05%	143
2026 Q1	$243K	Buy	527 +46	+10%	+$23.3K	0.07%	124
2025 Q4	$272K	Sell	481 -5	-1%	-$2.66K	0.08%	103
2025 Q3	$217K	Buy	486 +61	+14%	+$29.3K	0.07%	115
2025 Q2	$231K	Sell	425 -15	-3%	-$7.84K	0.09%	100
2025 Q1	$218K	Buy	440 +20	+5%	+$11.1K	0.11%	98
2024 Q4	$219K	Buy	420 +10	+2%	+$5.21K	0.09%	104
2024 Q3	$201K	Buy	+410	New	+$191K	0.09%	111

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

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 Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Crown Wealth Group's ISRG Position: Q2 2026 in Review

Crown Wealth Group reduced its Intuitive Surgical (ISRG) stake by 1.5% in Q2 2026, selling an estimated $3.5K and leaving 519 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #143.

Crown Wealth Group first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $272K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Crown Wealth Group held 519 shares of Intuitive Surgical worth $206K as of Q2 2026.
Crown Wealth Group sold 8 Intuitive Surgical shares in Q2 2026, an estimated $3.5K.
Intuitive Surgical made up 0.05% of Crown Wealth Group's portfolio in Q2 2026, its #143 holding.
Crown Wealth Group first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
Crown Wealth Group's Intuitive Surgical position peaked at $272K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.