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Grey Fox Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Grey Fox Wealth Advisors’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 		$327K Buy
+823
New +$360K 0.05% 132
2025
Q4 		– Sell
-248
Closed -$111K – 372
2025
Q3 		$111K Buy
+248
New +$119K 0.02% 177
2023
Q2 		– Sell
-92
Closed -$23.5K – 303
2023
Q1 		$23.5K Buy
92
+18
+24% +$4.43K 0.01% 252
2022
Q4 		$19.6K Buy
+74
New +$18K 0.01% 236

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
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
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

Grey Fox Wealth Advisors's ISRG Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 823 shares worth $327K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in ISRG as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in ISRG in Q4 2022 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Grey Fox Wealth Advisors held 823 shares of Intuitive Surgical worth $327K as of Q2 2026.
  • Intuitive Surgical was a new Grey Fox Wealth Advisors position in Q2 2026.
  • Intuitive Surgical made up 0.05% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Grey Fox Wealth Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.