Grant Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Grant Private 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	$1.47M	Sell	3,701 -43	-1%	-$18.8K	0.62%	32
2026 Q1	$1.73M	Buy	3,744 +315	+9%	+$159K	0.92%	19
2025 Q4	$1.94M	Sell	3,429 -223	-6%	-$119K	1.17%	16
2025 Q3	$1.63M	Buy	+3,652	New	+$1.75M	1.01%	25
2025 Q2	–	Sell	-3,953	Closed	-$1.95M	–	104
2025 Q1	$1.95M	Buy	3,953 +503	+15%	+$278K	2.1%	11
2024 Q4	$1.8M	Buy	+3,450	New	+$1.8M	1.94%	12

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Grant Private Wealth Management's ISRG Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, selling an estimated $18.8K and leaving 3,701 shares worth $1.47M. The position accounts for 0.62% of the portfolio, ranked #32.

Grant Private Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Grant Private Wealth Management held 3,701 shares of Intuitive Surgical worth $1.47M as of Q2 2026.
Grant Private Wealth Management sold 43 Intuitive Surgical shares in Q2 2026, an estimated $18.8K.
Intuitive Surgical made up 0.62% of Grant Private Wealth Management's portfolio in Q2 2026, its #32 holding.
Grant Private Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Intuitive Surgical position peaked at $1.95M in Q1 2025.
331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.