GA
ISRG icon

GoalVest Advisory’s Intuitive Surgical ISRG Stock Holding History

GoalVest Advisory’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 		$44.9K Sell
113
-70
-38% -$30.6K 0.01% 220
2026
Q1 		$84.4K Hold
183
– – 0.02% 184
2025
Q4 		$104K Buy
183
+59
+48% +$31.4K 0.02% 184
2025
Q3 		$55.5K Sell
124
-3,040
-96% -$1.46M 0.01% 212
2025
Q2 		$1.72M Buy
3,164
+201
+7% +$105K 0.43% 39
2025
Q1 		$1.47M Buy
2,963
+2,840
+2,309% +$1.57M 0.4% 51
2024
Q4 		$64.2K Hold
123
– – 0.02% 172
2024
Q3 		$60.4K Hold
123
– – 0.02% 175
2024
Q2 		$54.7K Sell
123
-11
-8% -$4.38K 0.02% 170
2024
Q1 		$53.5K Buy
134
+11
+9% +$4.16K 0.02% 192
2023
Q4 		$41.5K Hold
123
– – 0.02% 151
2023
Q3 		$36K Hold
123
– – 0.02% 167
2023
Q2 		$42.1K Hold
123
– – 0.02% 151
2023
Q1 		$31.4K Hold
123
– – 0.02% 140
2022
Q4 		$32.6K Hold
123
– – 0.02% 127
2022
Q3 		$23K Sell
123
-7
-5% -$1.5K 0.02% 147
2022
Q2 		$27K Sell
130
-1,647
-93% -$386K 0.02% 201
2022
Q1 		$536K Buy
+1,777
New +$519K 0.3% 84
2021
Q2 		$719K Sell
2,346
-687
-23% -$193K 0.45% 62
2021
Q1 		$747K Buy
3,033
+381
+14% +$95.9K 0.56% 61
2020
Q4 		$723K Buy
+2,652
New +$658K 0.61% 52

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Handelsbanken Fonder
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return