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Cyndeo Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Cyndeo 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 		$3.32M Sell
8,342
-1,490
-15% -$651K 0.16% 144
2026
Q1 		$4.53M Buy
9,832
+1,374
+16% +$695K 0.24% 104
2025
Q4 		$4.79M Buy
8,458
+1,462
+21% +$778K 0.26% 98
2025
Q3 		$3.13M Sell
6,996
-3,231
-32% -$1.55M 0.17% 134
2025
Q2 		$5.56M Buy
10,227
+514
+5% +$269K 0.33% 88
2025
Q1 		$4.81M Buy
9,713
+927
+11% +$513K 0.32% 93
2024
Q4 		$4.59M Buy
8,786
+407
+5% +$212K 0.31% 91
2024
Q3 		$4.12M Buy
8,379
+564
+7% +$263K 0.29% 97
2024
Q2 		$3.48M Buy
7,815
+276
+4% +$110K 0.27% 108
2024
Q1 		$3.01M Sell
7,539
-697
-8% -$263K 0.25% 115
2023
Q4 		$2.78M Sell
8,236
-5,408
-40% -$1.61M 0.26% 110
2023
Q3 		$3.99M Buy
13,644
+1,333
+11% +$416K 0.42% 78
2023
Q2 		$4.21M Sell
12,311
-1,109
-8% -$336K 0.44% 68
2023
Q1 		$3.43M Buy
13,420
+11,219
+510% +$2.76M 0.37% 89
2022
Q4 		$584K Buy
+2,201
New +$537K 0.07% 203

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

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

Cyndeo Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 15% in Q2 2026, selling an estimated $651K and leaving 8,342 shares worth $3.32M. The position accounts for 0.16% of the portfolio, ranked #144.

Cyndeo Wealth Partners first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.56M in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cyndeo Wealth Partners held 8,342 shares of Intuitive Surgical worth $3.32M as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,490 Intuitive Surgical shares in Q2 2026, an estimated $651K.
  • Intuitive Surgical made up 0.16% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Cyndeo Wealth Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Intuitive Surgical position peaked at $5.56M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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