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Fifth Third Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Fifth Third Wealth Advisors’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 		$6.3M Buy
15,851
+179
+1% +$78.2K 0.18% 101
2026
Q1 		$7.22M Buy
15,672
+3,476
+29% +$1.76M 0.24% 71
2025
Q4 		$6.91M Buy
12,196
+315
+3% +$168K 0.24% 69
2025
Q3 		$5.31M Buy
11,881
+578
+5% +$277K 0.2% 85
2025
Q2 		$6.14M Buy
11,303
+740
+7% +$387K 0.26% 64
2025
Q1 		$5.23M Buy
10,563
+1,318
+14% +$729K 0.27% 58
2024
Q4 		$4.83M Buy
9,245
+907
+11% +$472K 0.26% 58
2024
Q3 		$4.1M Buy
8,338
+4,050
+94% +$1.89M 0.25% 62
2024
Q2 		$1.91M Buy
4,288
+3,089
+258% +$1.23M 0.14% 98
2024
Q1 		$479K Buy
1,199
+371
+45% +$140K 0.07% 160
2023
Q4 		$279K Sell
828
-190
-19% -$56.6K 0.09% 153
2023
Q3 		$298K Buy
1,018
+433
+74% +$135K 0.12% 139
2023
Q2 		$200K Buy
+585
New +$177K 0.13% 136

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Fifth Third Wealth Advisors's ISRG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, buying an estimated $78.2K and bringing the position to 15,851 shares worth $6.3M. The position accounts for 0.18% of the portfolio, ranked #101.

Fifth Third Wealth Advisors first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.22M in Q1 2026. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Fifth Third Wealth Advisors held 15,851 shares of Intuitive Surgical worth $6.3M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 179 Intuitive Surgical shares in Q2 2026, an estimated $78.2K.
  • Intuitive Surgical made up 0.18% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Fifth Third Wealth Advisors first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
  • Fifth Third Wealth Advisors's Intuitive Surgical position peaked at $7.22M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.