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Curated Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Curated Wealth Partners’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 		$589K Buy
158,431
+157,855
+27,405% +$69M 0.08% 234
2026
Q1 		$266K Buy
576
+153
+36% +$77.4K 0.03% 175
2025
Q4 		$240K Buy
+423
New +$225K 0.03% 179

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

Curated Wealth Partners's ISRG Position: Q2 2026 in Review

Curated Wealth Partners increased its Intuitive Surgical (ISRG) stake by 27,405% in Q2 2026, buying an estimated $69M and bringing the position to 158,431 shares worth $589K. The position accounts for 0.08% of the portfolio, ranked #234.

Curated Wealth Partners first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. 720 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Curated Wealth Partners held 158,431 shares of Intuitive Surgical worth $589K as of Q2 2026.
  • Curated Wealth Partners bought 157,855 Intuitive Surgical shares in Q2 2026, an estimated $69M.
  • Intuitive Surgical made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Curated Wealth Partners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • 720 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.