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Fortune Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Fortune Financial 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 		$631K Buy
1,586
+631
+66% +$276K 0.27% 86
2026
Q1 		$440K Buy
955
+17
+2% +$8.6K 0.22% 94
2025
Q4 		$531K Sell
938
-18
-2% -$9.58K 0.36% 62
2025
Q3 		$428K Buy
956
+100
+12% +$48K 0.32% 70
2025
Q2 		$465K Buy
856
+133
+18% +$69.5K 0.37% 65
2025
Q1 		$358K Buy
723
+5
+0.7% +$2.77K 0.31% 72
2024
Q4 		$375K Hold
718
– – 0.34% 68
2024
Q3 		$353K Buy
718
+8
+1% +$3.72K 0.32% 69
2024
Q2 		$316K Hold
710
– – 0.19% 104
2024
Q1 		$283K Sell
710
-25
-3% -$9.45K 0.18% 114
2023
Q4 		$248K Hold
735
– – 0.17% 112
2023
Q3 		$215K Hold
735
– – 0.16% 111
2023
Q2 		$251K Buy
+735
New +$222K 0.19% 108

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fortune Financial Advisors's ISRG Position: Q2 2026 in Review

Fortune Financial Advisors increased its Intuitive Surgical (ISRG) stake by 66% in Q2 2026, buying an estimated $276K and bringing the position to 1,586 shares worth $631K. The position accounts for 0.27% of the portfolio, ranked #86.

Fortune Financial Advisors first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Fortune Financial Advisors held 1,586 shares of Intuitive Surgical worth $631K as of Q2 2026.
  • Fortune Financial Advisors bought 631 Intuitive Surgical shares in Q2 2026, an estimated $276K.
  • Intuitive Surgical made up 0.27% of Fortune Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Fortune Financial Advisors first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.