Fortitude Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Fortitude Advisory 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	Sell	973 -8	-0.8%	-$3.5K	0.15%	132
2026 Q1	$452K	Buy	981 +26	+3%	+$13.2K	0.2%	107
2025 Q4	$541K	Sell	955 -37	-4%	-$19.7K	0.23%	76
2025 Q3	$444K	Sell	992 -92	-8%	-$44.1K	0.24%	90
2025 Q2	$589K	Buy	1,084 +27	+3%	+$14.1K	0.34%	60
2025 Q1	$509K	Sell	1,057 -6	-0.6%	-$3.32K	0.37%	56
2024 Q4	$555K	Hold	1,063	–	–	0.33%	61
2024 Q3	$522K	Buy	1,063 +21	+2%	+$9.78K	0.33%	65
2024 Q2	$464K	Buy	1,042 +188	+22%	+$74.9K	0.28%	71
2024 Q1	$341K	Sell	854 -21	-2%	-$7.93K	0.19%	115
2023 Q4	$295K	Sell	875 -5	-0.6%	-$1.49K	0.18%	134
2023 Q3	$257K	Buy	880 +9	+1%	+$2.81K	0.17%	136
2023 Q2	$298K	Sell	871 -10	-1%	-$3.03K	0.22%	112
2023 Q1	$225K	Hold	881	–	–	0.17%	165
2022 Q4	$234K	Buy	+881	New	+$215K	0.2%	159
2022 Q2	–	Sell	-1,025	Closed	-$310K	–	719
2022 Q1	$310K	Buy	1,025 +76	+8%	+$22.2K	0.17%	116
2021 Q4	$341K	Buy	+949	New	+$327K	0.17%	113

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

Fortitude Advisory Group's ISRG Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Intuitive Surgical (ISRG) stake by 0.82% in Q2 2026, selling an estimated $3.5K and leaving 973 shares worth $387K. The position accounts for 0.15% of the portfolio, ranked #132.

Fortitude Advisory Group first reported a position in ISRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $589K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Fortitude Advisory Group held 973 shares of Intuitive Surgical worth $387K as of Q2 2026.
Fortitude Advisory Group sold 8 Intuitive Surgical shares in Q2 2026, an estimated $3.5K.
Intuitive Surgical made up 0.15% of Fortitude Advisory Group's portfolio in Q2 2026, its #132 holding.
Fortitude Advisory Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 17 quarters since.
Fortitude Advisory Group's Intuitive Surgical position peaked at $589K in Q2 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.