Global Wealth Strategies & Associates’s Intuitive Surgical ISRG Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-3	Closed	-$1.38K	–	255
2026 Q1	$1.38K	Hold	3	–	–	﹤0.01%	453
2025 Q4	$1.7K	Hold	3	–	–	﹤0.01%	444
2025 Q3	$1.34K	Hold	3	–	–	﹤0.01%	414
2025 Q2	$1.63K	Sell	3 -8	-73%	-$4.18K	﹤0.01%	316
2025 Q1	$5.45K	Buy	11 +8	+267%	+$4.42K	﹤0.01%	311
2024 Q4	$1.57K	Hold	3	–	–	﹤0.01%	338
2024 Q3	$1.47K	Hold	3	–	–	﹤0.01%	309
2024 Q2	$1.33K	Hold	3	–	–	﹤0.01%	279
2024 Q1	$1.2K	Hold	3	–	–	﹤0.01%	299
2023 Q4	$1.01K	Hold	3	–	–	﹤0.01%	278
2023 Q3	$877	Hold	3	–	–	﹤0.01%	291
2023 Q2	$1.03K	Hold	3	–	–	﹤0.01%	272
2023 Q1	$766	Hold	3	–	–	﹤0.01%	301
2022 Q4	$796	Buy	+3	New	+$731	﹤0.01%	301

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

Global Wealth Strategies & Associates's ISRG Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 3 shares — an estimated $1.38K sold.

Global Wealth Strategies & Associates first reported a position in ISRG in Q4 2022 and held it in 14 quarters. The position peaked at $5.45K in Q1 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 3 Intuitive Surgical shares in Q2 2026, an estimated $1.38K.
Global Wealth Strategies & Associates first reported a position in Intuitive Surgical in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Intuitive Surgical position peaked at $5.45K in Q1 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.