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Dynamic Advisor Solutions’s Intuitive Surgical ISRG Stock Holding History

Dynamic Advisor Solutions’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 		$4.13M Sell
10,376
-223
-2% -$97.4K 0.12% 189
2026
Q1 		$4.89M Buy
10,599
+3,257
+44% +$1.65M 0.15% 153
2025
Q4 		$4.16M Sell
7,342
-4,153
-36% -$2.21M 0.13% 172
2025
Q3 		$5.14M Buy
11,495
+611
+6% +$293K 0.15% 162
2025
Q2 		$5.91M Buy
10,884
+295
+3% +$154K 0.18% 135
2025
Q1 		$5.24M Buy
10,589
+81
+0.8% +$44.8K 0.17% 142
2024
Q4 		$5.48M Sell
10,508
-51
-0.5% -$26.6K 0.24% 102
2024
Q3 		$5.19M Buy
10,559
+314
+3% +$146K 0.16% 164
2024
Q2 		$4.56M Buy
10,245
+252
+3% +$100K 0.14% 176
2024
Q1 		$3.99M Buy
9,993
+1,255
+14% +$474K 0.13% 193
2023
Q4 		$2.82M Buy
8,738
+2,920
+50% +$870K 0.11% 238
2023
Q3 		$1.7M Buy
5,818
+44
+0.8% +$13.7K 0.08% 263
2023
Q2 		$1.97M Buy
5,774
+313
+6% +$94.7K 0.1% 221
2023
Q1 		$1.39M Buy
5,461
+2,874
+111% +$708K 0.08% 261
2022
Q4 		$686K Buy
2,587
+248
+11% +$60.5K 0.05% 361
2022
Q3 		$438K Sell
2,339
-201
-8% -$43.2K 0.03% 416
2022
Q2 		$510K Buy
2,540
+638
+34% +$150K 0.04% 395
2022
Q1 		$574K Buy
1,902
+730
+62% +$213K 0.04% 408
2021
Q4 		$421K Buy
1,172
+65
+6% +$22.4K 0.03% 478
2021
Q3 		$367K Buy
1,107
+240
+28% +$80.6K 0.03% 515
2021
Q2 		$266K Buy
+867
New +$243K 0.02% 583
2021
Q1 		– Sell
-5,655
Closed -$1.54M – 725
2020
Q4 		$1.54M Buy
5,655
+153
+3% +$38K 0.14% 171
2020
Q3 		$1.3M Buy
5,502
+102
+2% +$22.9K 0.15% 167
2020
Q2 		$1.03M Buy
5,400
+30
+0.6% +$5.38K 0.14% 180
2020
Q1 		$886K Buy
5,370
+147
+3% +$26.9K 0.16% 166
2019
Q4 		$1.03M Sell
5,223
-564
-10% -$106K 0.14% 185
2019
Q3 		$1.04M Sell
5,787
-759
-12% -$131K 0.16% 157
2019
Q2 		$1.15M Sell
6,546
-168
-3% -$28.8K 0.18% 143
2019
Q1 		$1.28M Sell
6,714
-360
-5% -$64K 0.24% 107
2018
Q4 		$1.21M Buy
7,074
+285
+4% +$48.3K 0.26% 104
2018
Q3 		$1.3M Buy
6,789
+24
+0.4% +$4.26K 0.27% 114
2018
Q2 		$1.08M Sell
6,765
-114
-2% -$17.4K 0.24% 121
2018
Q1 		$947K Buy
6,879
+219
+3% +$30.6K 0.24% 125
2017
Q4 		$811K Sell
6,660
-801
-11% -$100K 0.27% 114
2017
Q3 		$867K Sell
7,461
-513
-6% -$55.9K 0.34% 96
2017
Q2 		$829K Sell
7,974
-171
-2% -$16.4K 0.32% 96
2017
Q1 		$694K Buy
8,145
+45
+0.6% +$3.56K 0.27% 103
2016
Q4 		$571K Buy
8,100
+18
+0.2% +$1.32K 0.23% 124
2016
Q3 		$651K Sell
8,082
-450
-5% -$34.5K 0.25% 124
2016
Q2 		$627K Sell
8,532
-45
-0.5% -$3.17K 0.25% 108
2016
Q1 		$573K Sell
8,577
-180
-2% -$11.2K 0.24% 106
2015
Q4 		$531K Buy
8,757
+675
+8% +$37.9K 0.22% 117
2015
Q3 		$413K Buy
8,082
+468
+6% +$26.5K 0.21% 114
2015
Q2 		$410K Buy
7,614
+738
+11% +$41.3K 0.24% 108
2015
Q1 		$386K Buy
+6,876
New +$389K 0.19% 137
2014
Q4 		– Sell
-7,218
Closed -$370K – 205
2014
Q3 		$370K Buy
7,218
+306
+4% +$15.2K 0.2% 133
2014
Q2 		$316K Sell
6,912
-5,445
-44% -$240K 0.19% 149
2014
Q1 		$601K Buy
12,357
+6,048
+96% +$285K 0.41% 81
2013
Q4 		$269K Buy
+6,309
New +$265K 0.2% 162

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Dynamic Advisor Solutions's ISRG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Intuitive Surgical (ISRG) stake by 2.1% in Q2 2026, selling an estimated $97.4K and leaving 10,376 shares worth $4.13M. The position accounts for 0.12% of the portfolio, ranked #189.

Dynamic Advisor Solutions first reported a position in ISRG in Q4 2013 and has held it in 49 quarters since. The position peaked at $5.91M in Q2 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Dynamic Advisor Solutions held 10,376 shares of Intuitive Surgical worth $4.13M as of Q2 2026.
  • Dynamic Advisor Solutions sold 223 Intuitive Surgical shares in Q2 2026, an estimated $97.4K.
  • Intuitive Surgical made up 0.12% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #189 holding.
  • Dynamic Advisor Solutions first reported a position in Intuitive Surgical in Q4 2013 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's Intuitive Surgical position peaked at $5.91M in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.