Goelzer Investment Management’s Intuitive Surgical ISRG Stock Holding History

Goelzer Investment Management’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	$239K	Buy	601 +81	+16%	+$35.4K	0.01%	297
2026 Q1	$240K	Sell	520 -503	-49%	-$254K	0.01%	280
2025 Q4	$579K	Sell	1,023 -61	-6%	-$32.5K	0.03%	204
2025 Q3	$485K	Sell	1,084 -3,910	-78%	-$1.88M	0.03%	192
2025 Q2	$2.71M	Sell	4,994 -19	-0.4%	-$9.94K	0.15%	118
2025 Q1	$2.48M	Sell	5,013 -1,399	-22%	-$774K	0.14%	120
2024 Q4	$3.35M	Buy	6,412 +91	+1%	+$47.4K	0.19%	108
2024 Q3	$3.11M	Buy	6,321 +39	+0.6%	+$18.2K	0.17%	113
2024 Q2	$2.79M	Buy	6,282 +75	+1%	+$29.9K	0.16%	117
2024 Q1	$2.48M	Buy	6,207 +80	+1%	+$30.2K	0.14%	121
2023 Q4	$2.07M	Buy	+6,127	New	+$1.83M	0.13%	124

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

Goelzer Investment Management's ISRG Position: Q2 2026 in Review

Goelzer Investment Management increased its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, buying an estimated $35.4K and bringing the position to 601 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #297.

Goelzer Investment Management first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Goelzer Investment Management held 601 shares of Intuitive Surgical worth $239K as of Q2 2026.
Goelzer Investment Management bought 81 Intuitive Surgical shares in Q2 2026, an estimated $35.4K.
Intuitive Surgical made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #297 holding.
Goelzer Investment Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Goelzer Investment Management's Intuitive Surgical position peaked at $3.35M in Q4 2024.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.