Ferguson Wellman Capital Management’s Intuitive Surgical ISRG Stock Holding History

Ferguson Wellman Capital 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	$416K	Buy	1,047 +26	+3%	+$11.4K	0.01%	331
2026 Q1	$471K	Buy	1,021 +84	+9%	+$42.5K	0.01%	294
2025 Q4	$531K	Hold	937	–	–	0.01%	243
2025 Q3	$419K	Hold	937	–	–	0.01%	268
2025 Q2	$509K	Sell	937 -106	-10%	-$55.4K	0.01%	241
2025 Q1	$517K	Buy	1,043 +179	+21%	+$99K	0.01%	237
2024 Q4	$451K	Buy	864 +14	+2%	+$7.29K	0.01%	254
2024 Q3	$418K	Hold	850	–	–	0.01%	272
2024 Q2	$378K	Hold	850	–	–	0.01%	276
2024 Q1	$339K	Buy	850 +71	+9%	+$26.8K	0.01%	290
2023 Q4	$263K	Hold	779	–	–	0.01%	331
2023 Q3	$228K	Sell	779 -230	-23%	-$71.8K	0.01%	327
2023 Q2	$345K	Buy	1,009 +32	+3%	+$9.68K	0.01%	285
2023 Q1	$250K	Hold	977	–	–	0.01%	323
2022 Q4	$259K	Buy	+977	New	+$238K	0.01%	307
2022 Q2	–	Sell	-900	Closed	-$272K	–	318
2022 Q1	$272K	Hold	900	–	–	0.01%	291
2021 Q4	$323K	Hold	900	–	–	0.01%	282
2021 Q3	$298K	Hold	900	–	–	0.01%	291
2021 Q2	$276K	Hold	900	–	–	0.01%	297
2021 Q1	$222K	Hold	900	–	–	0.01%	307
2020 Q4	$245K	Hold	900	–	–	0.01%	337
2020 Q3	$213K	Buy	+900	New	+$202K	0.01%	329
2020 Q1	–	Sell	-1,035	Closed	-$204K	–	336
2019 Q4	$204K	Buy	+1,035	New	+$194K	0.01%	345
2018 Q4	–	Sell	-1,089	Closed	-$208K	–	348
2018 Q3	$208K	Buy	+1,089	New	+$193K	0.01%	323

Other funds holding ISRG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Ferguson Wellman Capital Management's ISRG Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Intuitive Surgical (ISRG) stake by 2.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,047 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #331.

Ferguson Wellman Capital Management first reported a position in ISRG in Q3 2018 and has held it in 24 quarters since. The position peaked at $531K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Ferguson Wellman Capital Management held 1,047 shares of Intuitive Surgical worth $416K as of Q2 2026.
Ferguson Wellman Capital Management bought 26 Intuitive Surgical shares in Q2 2026, an estimated $11.4K.
Intuitive Surgical made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #331 holding.
Ferguson Wellman Capital Management first reported a position in Intuitive Surgical in Q3 2018 and has held it in 24 quarters since.
Ferguson Wellman Capital Management's Intuitive Surgical position peaked at $531K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.