Fortitude Family Office’s Intuitive Surgical ISRG Stock Holding History

Fortitude Family Office’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	$155K	Hold	391	–	–	0.03%	151
2026 Q1	$180K	Sell	391 -87	-18%	-$44K	0.04%	126
2025 Q4	$271K	Sell	478 -164	-26%	-$87.3K	0.06%	120
2025 Q3	$287K	Sell	642 -9	-1%	-$4.32K	0.08%	116
2025 Q2	$354K	Buy	651 +557	+593%	+$291K	0.12%	94
2025 Q1	$46.6K	Sell	94 -18	-16%	-$9.95K	0.02%	240
2024 Q4	$58.5K	Hold	112	–	–	0.02%	230
2024 Q3	$55K	Buy	112 +32	+40%	+$14.9K	0.02%	226
2024 Q2	$35.6K	Buy	80 +10	+14%	+$3.98K	0.02%	219
2024 Q1	$27.9K	Hold	70	–	–	0.02%	231
2023 Q4	$23.6K	Buy	+70	New	+$20.9K	0.02%	271

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 Family Office's ISRG Position: Q2 2026 in Review

Fortitude Family Office held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 391 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #151.

Fortitude Family Office first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $354K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Fortitude Family Office held 391 shares of Intuitive Surgical worth $155K as of Q2 2026.
Fortitude Family Office left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #151 holding.
Fortitude Family Office first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Intuitive Surgical position peaked at $354K in Q2 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.