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Golden State Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Golden State Wealth 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 		$630K Buy
1,585
+17
+1% +$7.43K 0.06% 248
2026
Q1 		$723K Buy
1,568
+24
+2% +$12.1K 0.08% 205
2025
Q4 		$875K Buy
1,544
+3
+0.2% +$1.6K 0.09% 170
2025
Q3 		$689K Sell
1,541
-112
-7% -$53.7K 0.08% 199
2025
Q2 		$898K Sell
1,653
-104
-6% -$54.4K 0.11% 155
2025
Q1 		$870K Buy
1,757
+212
+14% +$117K 0.13% 137
2024
Q4 		$806K Buy
+1,545
New +$805K 0.12% 140
2022
Q1 		$933K Sell
3,092
-135
-4% -$39.4K 0.18% 113
2021
Q4 		$1.16M Buy
3,227
+56
+2% +$19.3K 0.2% 107
2021
Q3 		$1.05M Buy
3,171
+9
+0.3% +$3.02K 0.23% 81
2021
Q2 		$969K Buy
3,162
+2,103
+199% +$590K 0.21% 98
2021
Q1 		$260K Sell
1,059
-45
-4% -$11.3K 0.09% 163
2020
Q4 		$301K Sell
1,104
-228
-17% -$56.6K 0.09% 176
2020
Q3 		$315K Sell
1,332
-255
-16% -$57.3K 0.11% 138
2020
Q2 		$301K Sell
1,587
-675
-30% -$121K 0.1% 138
2020
Q1 		$373K Buy
+2,262
New +$414K 0.16% 95
2019
Q4 		– Sell
-195
Closed -$35K – 489
2019
Q3 		$35K Buy
+195
New +$33.7K 0.01% 509

Other funds holding ISRG

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Golden State Wealth Management's ISRG Position: Q2 2026 in Review

Golden State Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, buying an estimated $7.43K and bringing the position to 1,585 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #248.

Golden State Wealth Management first reported a position in ISRG in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.16M in Q4 2021. 649 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Golden State Wealth Management held 1,585 shares of Intuitive Surgical worth $630K as of Q2 2026.
  • Golden State Wealth Management bought 17 Intuitive Surgical shares in Q2 2026, an estimated $7.43K.
  • Intuitive Surgical made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Golden State Wealth Management first reported a position in Intuitive Surgical in Q3 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's Intuitive Surgical position peaked at $1.16M in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.