Ellerson Group’s Intuitive Surgical ISRG Stock Holding History

Ellerson 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	$979K	Buy	2,463 +651	+36%	+$284K	0.58%	34
2026 Q1	$835K	Buy	1,812 +202	+13%	+$102K	0.55%	33
2025 Q4	$912K	Hold	1,610	–	–	0.62%	30
2025 Q3	$720K	Sell	1,610 -40	-2%	-$19.2K	0.45%	33
2025 Q2	$897K	Hold	1,650	–	–	0.63%	32
2025 Q1	$817K	Sell	1,650 -60	-4%	-$33.2K	0.65%	30
2024 Q4	$893K	Sell	1,710 -60	-3%	-$31.3K	0.65%	28
2024 Q3	$870K	Hold	1,770	–	–	0.68%	27
2024 Q2	$787K	Hold	1,770	–	–	0.6%	28
2024 Q1	$706K	Hold	1,770	–	–	0.54%	31
2023 Q4	$597K	Hold	1,770	–	–	0.52%	30
2023 Q3	$517K	Hold	1,770	–	–	0.48%	33
2023 Q2	$605K	Buy	1,770 +645	+57%	+$195K	0.58%	31
2023 Q1	$287K	Sell	1,125 -645	-36%	-$159K	0.31%	36
2022 Q4	$470K	Buy	+1,770	New	+$432K	0.5%	35

Other funds holding ISRG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ellerson Group's ISRG Position: Q2 2026 in Review

Ellerson Group increased its Intuitive Surgical (ISRG) stake by 36% in Q2 2026, buying an estimated $284K and bringing the position to 2,463 shares worth $979K. The position accounts for 0.58% of the portfolio, ranked #34.

Ellerson Group first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. 1,243 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Ellerson Group held 2,463 shares of Intuitive Surgical worth $979K as of Q2 2026.
Ellerson Group bought 651 Intuitive Surgical shares in Q2 2026, an estimated $284K.
Intuitive Surgical made up 0.58% of Ellerson Group's portfolio in Q2 2026, its #34 holding.
Ellerson Group first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
1,243 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.