Fiduciary Financial Group’s Intuitive Surgical ISRG Stock Holding History

Fiduciary Financial 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	$387K	Buy	972 +56	+6%	+$24.5K	0.04%	254
2026 Q1	$422K	Sell	916 -4	-0.4%	-$2.02K	0.06%	214
2025 Q4	$521K	Buy	920 +19	+2%	+$10.1K	0.07%	155
2025 Q3	$403K	Buy	901 +2	+0.2%	+$960	0.06%	189
2025 Q2	$484K	Sell	899 -10	-1%	-$5.23K	0.09%	140
2025 Q1	$445K	Buy	909 +7	+0.8%	+$3.87K	0.1%	132
2024 Q4	$494K	Buy	902 +2	+0.2%	+$1.04K	0.11%	119
2024 Q3	$433K	Hold	900	–	–	0.1%	128
2024 Q2	$394K	Buy	+900	New	+$358K	0.1%	131

Other funds holding ISRG

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

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

Fiduciary Financial Group's ISRG Position: Q2 2026 in Review

Fiduciary Financial Group increased its Intuitive Surgical (ISRG) stake by 6.1% in Q2 2026, buying an estimated $24.5K and bringing the position to 972 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #254.

Fiduciary Financial Group first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $521K in Q4 2025. 954 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Fiduciary Financial Group held 972 shares of Intuitive Surgical worth $387K as of Q2 2026.
Fiduciary Financial Group bought 56 Intuitive Surgical shares in Q2 2026, an estimated $24.5K.
Intuitive Surgical made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #254 holding.
Fiduciary Financial Group first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Intuitive Surgical position peaked at $521K in Q4 2025.
954 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.