EWM
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Empirical Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Empirical Wealth Management’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 		$446K Sell
1,122
-266
-19% -$116K 0.01% 727
2026
Q1 		$640K Sell
1,388
-1,363
-50% -$690K 0.01% 489
2025
Q4 		$1.56M Sell
2,751
-1,048
-28% -$558K 0.03% 274
2025
Q3 		$1.7M Buy
3,799
+554
+17% +$266K 0.03% 261
2025
Q2 		$1.76M Buy
3,245
+358
+12% +$187K 0.04% 245
2025
Q1 		$1.43M Buy
2,887
+887
+44% +$491K 0.04% 258
2024
Q4 		$1.04M Buy
2,000
+164
+9% +$85.4K 0.03% 275
2024
Q3 		$902K Buy
1,836
+161
+10% +$75K 0.03% 285
2024
Q2 		$745K Buy
1,675
+754
+82% +$300K 0.02% 288
2024
Q1 		$368K Buy
921
+82
+10% +$31K 0.01% 391
2023
Q4 		$283K Buy
839
+103
+14% +$30.7K 0.01% 408
2023
Q3 		$215K Buy
736
+50
+7% +$15.6K 0.01% 433
2023
Q2 		$235K Buy
+686
New +$208K 0.01% 414

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

Empirical Wealth Management's ISRG Position: Q2 2026 in Review

Empirical Wealth Management reduced its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, selling an estimated $116K and leaving 1,122 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #727.

Empirical Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.76M in Q2 2025. 645 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Empirical Wealth Management held 1,122 shares of Intuitive Surgical worth $446K as of Q2 2026.
  • Empirical Wealth Management sold 266 Intuitive Surgical shares in Q2 2026, an estimated $116K.
  • Intuitive Surgical made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #727 holding.
  • Empirical Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
  • Empirical Wealth Management's Intuitive Surgical position peaked at $1.76M in Q2 2025.
  • 645 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.