Fragasso Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Fragasso 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	$342K	Sell	860 -160	-16%	-$69.9K	0.02%	261
2026 Q1	$462K	Buy	1,020 +50	+5%	+$25.3K	0.03%	215
2025 Q4	$549K	Buy	970 +119	+14%	+$63.4K	0.03%	194
2025 Q3	$385K	Buy	851 +3	+0.4%	+$1.44K	0.02%	213
2025 Q2	$461K	Buy	848 +143	+20%	+$74.8K	0.03%	191
2025 Q1	$349K	Buy	705 +18	+3%	+$9.95K	0.03%	204
2024 Q4	$359K	Buy	687 +20	+3%	+$10.4K	0.03%	191
2024 Q3	$328K	Buy	667 +54	+9%	+$25.1K	0.03%	196
2024 Q2	$273K	Buy	613 +66	+12%	+$26.3K	0.02%	220
2024 Q1	$218K	Buy	+547	New	+$207K	0.02%	252
2023 Q3	–	Sell	-588	Closed	-$201K	–	230
2023 Q2	$201K	Buy	+588	New	+$178K	0.02%	233

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

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

Fragasso Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, selling an estimated $69.9K and leaving 860 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #261.

Fragasso Financial Advisors first reported a position in ISRG in Q2 2023 and has held it in 11 quarters since. The position peaked at $549K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Fragasso Financial Advisors held 860 shares of Intuitive Surgical worth $342K as of Q2 2026.
Fragasso Financial Advisors sold 160 Intuitive Surgical shares in Q2 2026, an estimated $69.9K.
Intuitive Surgical made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #261 holding.
Fragasso Financial Advisors first reported a position in Intuitive Surgical in Q2 2023 and has held it in 11 quarters since.
Fragasso Financial Advisors's Intuitive Surgical position peaked at $549K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.