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CWA Asset Management Group’s Intuitive Surgical ISRG Stock Holding History

CWA Asset Management 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 		$1.56M Sell
3,929
-788
-17% -$344K 0.05% 332
2026
Q1 		$2.17M Sell
4,717
-423
-8% -$214K 0.07% 247
2025
Q4 		$2.91M Sell
5,140
-49
-0.9% -$26.1K 0.1% 182
2025
Q3 		$2.32M Buy
5,189
+717
+16% +$344K 0.09% 203
2025
Q2 		$2.43M Buy
4,472
+429
+11% +$224K 0.1% 179
2025
Q1 		$2M Sell
4,043
-333
-8% -$184K 0.1% 190
2024
Q4 		$2.28M Buy
4,376
+10
+0.2% +$5.21K 0.12% 154
2024
Q3 		$2.15M Buy
+4,366
New +$2.03M 0.11% 148
2024
Q1 		$1.33M Buy
3,321
+1,330
+67% +$503K 0.08% 181
2023
Q4 		$672K Buy
1,991
+534
+37% +$159K 0.05% 212
2023
Q3 		$426K Buy
1,457
+310
+27% +$96.8K 0.03% 239
2023
Q2 		$392K Buy
1,147
+323
+39% +$97.7K 0.03% 248
2023
Q1 		$211K Buy
+824
New +$203K 0.02% 298
2019
Q4 		– Sell
-9,381
Closed -$1.69M – 246
2019
Q3 		$1.69M Buy
9,381
+1,242
+15% +$215K 0.27% 77
2019
Q2 		$1.42M Buy
8,139
+1,680
+26% +$288K 0.24% 90
2019
Q1 		$1.23M Buy
6,459
+1,626
+34% +$289K 0.24% 89
2018
Q4 		$772K Buy
4,833
+432
+10% +$73.2K 0.18% 95
2018
Q3 		$842K Buy
4,401
+720
+20% +$128K 0.19% 90
2018
Q2 		$587K Buy
3,681
+90
+3% +$13.7K 0.14% 106
2018
Q1 		$494K Sell
3,591
-1,566
-30% -$219K 0.12% 111
2017
Q4 		$627K Buy
5,157
+1,935
+60% +$242K 0.17% 96
2017
Q3 		$374K Hold
3,222
– – 0.11% 115
2017
Q2 		$335K Buy
3,222
+792
+33% +$76.1K 0.11% 117
2017
Q1 		$207K Buy
+2,430
New +$192K 0.07% 150

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

CWA Asset Management Group's ISRG Position: Q2 2026 in Review

CWA Asset Management Group reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $344K and leaving 3,929 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #332.

CWA Asset Management Group first reported a position in ISRG in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.91M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CWA Asset Management Group held 3,929 shares of Intuitive Surgical worth $1.56M as of Q2 2026.
  • CWA Asset Management Group sold 788 Intuitive Surgical shares in Q2 2026, an estimated $344K.
  • Intuitive Surgical made up 0.05% of CWA Asset Management Group's portfolio in Q2 2026, its #332 holding.
  • CWA Asset Management Group first reported a position in Intuitive Surgical in Q1 2017 and has held it in 24 quarters since.
  • CWA Asset Management Group's Intuitive Surgical position peaked at $2.91M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.