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Equity Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Equity 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 		$251K Hold
630
– – 0.09% 96
2026
Q1 		$290K Sell
630
-4
-0.6% -$2.02K 0.19% 65
2025
Q4 		$359K Hold
634
– – 0.23% 58
2025
Q3 		$284K Buy
+634
New +$304K 0.23% 69

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

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

Equity Wealth Partners held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 630 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #96.

Equity Wealth Partners first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $359K in Q4 2025. 773 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Equity Wealth Partners held 630 shares of Intuitive Surgical worth $251K as of Q2 2026.
  • Equity Wealth Partners left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.09% of Equity Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Equity Wealth Partners first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Equity Wealth Partners's Intuitive Surgical position peaked at $359K in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.