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Essential Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Essential Investment 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 		$35K Hold
88
– – 0.03% 169
2026
Q1 		$40.6K Hold
88
– – 0.04% 153
2025
Q4 		$49.8K Buy
+88
New +$46.8K 0.05% 133

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Essential Investment Partners's ISRG Position: Q2 2026 in Review

Essential Investment Partners held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 88 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #169.

Essential Investment Partners first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.8K in Q4 2025. 504 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Essential Investment Partners held 88 shares of Intuitive Surgical worth $35K as of Q2 2026.
  • Essential Investment Partners left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.03% of Essential Investment Partners's portfolio in Q2 2026, its #169 holding.
  • Essential Investment Partners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Intuitive Surgical position peaked at $49.8K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.