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DHJJ Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

DHJJ Financial Advisors’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 		$796 Hold
2
– – ﹤0.01% 854
2026
Q1 		$922 Hold
2
– – ﹤0.01% 830
2025
Q4 		$1.13K Sell
2
-5
-71% -$2.66K ﹤0.01% 768
2025
Q3 		$3.13K Hold
7
– – ﹤0.01% 661
2025
Q2 		$3.8K Buy
7
+5
+250% +$2.61K ﹤0.01% 634
2025
Q1 		$991 Hold
2
– – ﹤0.01% 691
2024
Q4 		$1.04K Hold
2
– – ﹤0.01% 655
2024
Q3 		$983 Hold
2
– – ﹤0.01% 646
2024
Q2 		$890 Hold
2
– – ﹤0.01% 609
2024
Q1 		$799 Hold
2
– – ﹤0.01% 603
2023
Q4 		$675 Hold
2
– – ﹤0.01% 603
2023
Q3 		$585 Buy
+2
New +$625 ﹤0.01% 609

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

DHJJ Financial Advisors's ISRG Position: Q2 2026 in Review

DHJJ Financial Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 2 shares worth $796. The position accounts for ﹤0.01% of the portfolio, ranked #854.

DHJJ Financial Advisors first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.8K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • DHJJ Financial Advisors held 2 shares of Intuitive Surgical worth $796 as of Q2 2026.
  • DHJJ Financial Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #854 holding.
  • DHJJ Financial Advisors first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Intuitive Surgical position peaked at $3.8K in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.