GI
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Gradient Investments’s Intuitive Surgical ISRG Stock Holding History

Gradient Investments’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 		$18.9M Buy
47,640
+10,988
+30% +$4.8M 0.26% 118
2026
Q1 		$16.9M Buy
36,652
+1,240
+4% +$627K 0.26% 115
2025
Q4 		$20.1M Buy
+35,412
New +$18.9M 0.32% 99
2024
Q3 		– Sell
-36
Closed -$16K – 811
2024
Q2 		$16K Buy
36
+19
+112% +$7.57K ﹤0.01% 675
2024
Q1 		$6.79K Sell
17
-85
-83% -$32.1K ﹤0.01% 685
2023
Q4 		$34.4K Hold
102
– – ﹤0.01% 612
2023
Q3 		$29.8K Hold
102
– – ﹤0.01% 602
2023
Q2 		$34.9K Buy
102
+25
+32% +$7.56K ﹤0.01% 579
2023
Q1 		$19.7K Hold
77
– – ﹤0.01% 679
2022
Q4 		$20.4K Sell
77
-9
-10% -$2.19K ﹤0.01% 683
2022
Q3 		$16K Hold
86
– – ﹤0.01% 703
2022
Q2 		$17K Buy
86
+5
+6% +$1.17K ﹤0.01% 675
2022
Q1 		$24K Sell
81
-36
-31% -$10.5K ﹤0.01% 610
2021
Q4 		$42K Buy
117
+36
+44% +$12.4K ﹤0.01% 506
2021
Q3 		$27K Buy
81
+12
+17% +$4.03K ﹤0.01% 589
2021
Q2 		$21K Hold
69
– – ﹤0.01% 629
2021
Q1 		$17K Hold
69
– – ﹤0.01% 646
2020
Q4 		$16K Hold
69
– – ﹤0.01% 611
2020
Q3 		$16K Hold
69
– – ﹤0.01% 616
2020
Q2 		$13K Sell
69
-15
-18% -$2.69K ﹤0.01% 601
2020
Q1 		$14K Buy
84
+15
+22% +$2.75K ﹤0.01% 587
2019
Q4 		$14K Sell
69
-228
-77% -$42.7K ﹤0.01% 628
2019
Q3 		$53K Buy
297
+240
+421% +$41.5K ﹤0.01% 380
2019
Q2 		$10K Buy
+57
New +$9.77K ﹤0.01% 648
2019
Q1 		– Sell
-225
Closed -$36K – 925
2018
Q4 		$36K Hold
225
– – ﹤0.01% 382
2018
Q3 		$43K Buy
+225
New +$40K ﹤0.01% 379
2013
Q4 		– Sell
-9
Closed – – 613
2013
Q3 		$0 Hold
9
– – ﹤0.01% 551
2013
Q2 		$1K Buy
+9
New +$496 ﹤0.01% 417

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Gradient Investments's ISRG Position: Q2 2026 in Review

Gradient Investments increased its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, buying an estimated $4.8M and bringing the position to 47,640 shares worth $18.9M. The position accounts for 0.26% of the portfolio, ranked #118.

Gradient Investments first reported a position in ISRG in Q2 2013 and has held it in 28 quarters since. The position peaked at $20.1M in Q4 2025. 448 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Gradient Investments held 47,640 shares of Intuitive Surgical worth $18.9M as of Q2 2026.
  • Gradient Investments bought 10,988 Intuitive Surgical shares in Q2 2026, an estimated $4.8M.
  • Intuitive Surgical made up 0.26% of Gradient Investments's portfolio in Q2 2026, its #118 holding.
  • Gradient Investments first reported a position in Intuitive Surgical in Q2 2013 and has held it in 28 quarters since.
  • Gradient Investments's Intuitive Surgical position peaked at $20.1M in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.