FHC
ISRG icon

First Heartland Consultants’s Intuitive Surgical ISRG Stock Holding History

First Heartland Consultants’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 		$599K Hold
1,505
– – 0.04% 293
2026
Q1 		$694K Sell
1,505
-57
-4% -$28.8K 0.05% 240
2025
Q4 		$885K Buy
1,562
+9
+0.6% +$4.79K 0.07% 200
2025
Q3 		$695K Buy
1,553
+8
+0.5% +$3.84K 0.06% 224
2025
Q2 		$840K Sell
1,545
-6
-0.4% -$3.14K 0.07% 189
2025
Q1 		$768K Sell
1,551
-179
-10% -$99K 0.08% 182
2024
Q4 		$903K Sell
1,730
-41
-2% -$21.4K 0.09% 158
2024
Q3 		$870K Buy
1,771
+3
+0.2% +$1.4K 0.09% 155
2024
Q2 		$787 Buy
1,768
+22
+1% +$8.76K 0.05% 199
2024
Q1 		$697K Sell
1,746
-24
-1% -$9.07K 0.07% 207
2023
Q4 		$597K Sell
1,770
-30
-2% -$8.94K 0.07% 190
2023
Q3 		$526K Buy
1,800
+100
+6% +$31.2K 0.07% 204
2023
Q2 		$581K Buy
1,700
+30
+2% +$9.08K 0.08% 190
2023
Q1 		$427K Hold
1,670
– – 0.06% 225
2022
Q4 		$443K Buy
1,670
+63
+4% +$15.4K 0.07% 215
2022
Q3 		$301 Sell
1,607
-197
-11% -$42.3K 0.03% 256
2022
Q2 		$362K Buy
1,804
+1
+0.1% +$235 0.06% 226
2022
Q1 		$543K Sell
1,803
-52
-3% -$15.2K 0.08% 173
2021
Q4 		$666 Buy
1,855
+1
+0.1% +$344 0.03% 159
2021
Q3 		$614K Buy
1,854
+57
+3% +$19.1K 0.09% 174
2021
Q2 		$551K Buy
1,797
+57
+3% +$16K 0.08% 199
2021
Q1 		$429K Buy
1,740
+387
+29% +$97.4K 0.07% 226
2020
Q4 		$369K Sell
1,353
-117
-8% -$29.1K 0.06% 210
2020
Q3 		$348K Buy
1,470
+30
+2% +$6.74K 0.07% 189
2020
Q2 		$274K Buy
+1,440
New +$258K 0.05% 221
2019
Q3 		– Sell
-1,164
Closed -$204K – 296
2019
Q2 		$204K Sell
1,164
-129
-10% -$22.1K 0.05% 272
2019
Q1 		$246K Buy
+1,293
New +$230K 0.07% 227
2014
Q3 		– Sell
-5,355
Closed -$245K – 259
2014
Q2 		$245K Hold
5,355
– – 0.11% 202
2014
Q1 		$261K Hold
5,355
– – 0.13% 189
2013
Q4 		$229K Hold
5,355
– – 0.13% 164
2013
Q3 		$222K Buy
+5,355
New +$236K 0.13% 185

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

First Heartland Consultants's ISRG Position: Q2 2026 in Review

First Heartland Consultants held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,505 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #293.

First Heartland Consultants first reported a position in ISRG in Q3 2013 and has held it in 31 quarters since. The position peaked at $903K in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • First Heartland Consultants held 1,505 shares of Intuitive Surgical worth $599K as of Q2 2026.
  • First Heartland Consultants left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #293 holding.
  • First Heartland Consultants first reported a position in Intuitive Surgical in Q3 2013 and has held it in 31 quarters since.
  • First Heartland Consultants's Intuitive Surgical position peaked at $903K in Q4 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.