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Harbor Investment Advisory’s Intuitive Surgical ISRG Stock Holding History

Harbor Investment Advisory’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 		$1.45M Sell
3,647
-71
-2% -$31K 0.1% 155
2026
Q1 		$1.71M Sell
3,718
-192
-5% -$97.1K 0.13% 127
2025
Q4 		$2.21M Buy
3,910
+31
+0.8% +$16.5K 0.17% 107
2025
Q3 		$1.73M Sell
3,879
-1,600
-29% -$768K 0.14% 118
2025
Q2 		$2.98M Buy
5,479
+95
+2% +$49.7K 0.27% 78
2025
Q1 		$2.67M Buy
5,384
+2,749
+104% +$1.52M 0.26% 77
2024
Q4 		$1.38M Buy
2,635
+254
+11% +$132K 0.13% 122
2024
Q3 		$1.17M Buy
2,381
+9
+0.4% +$4.19K 0.12% 141
2024
Q2 		$1.06M Sell
2,372
-4
-0.2% -$1.59K 0.11% 137
2024
Q1 		$948K Buy
2,376
+5
+0.2% +$1.89K 0.1% 160
2023
Q4 		$800K Sell
2,371
-59
-2% -$17.6K 0.09% 165
2023
Q3 		$710K Buy
2,430
+396
+19% +$124K 0.09% 164
2023
Q2 		$696K Sell
2,034
-287
-12% -$86.8K 0.1% 176
2023
Q1 		$593K Buy
2,321
+15
+0.7% +$3.69K 0.09% 185
2022
Q4 		$612K Buy
2,306
+19
+0.8% +$4.63K 0.1% 181
2022
Q3 		$429K Sell
2,287
-193
-8% -$41.5K 0.07% 215
2022
Q2 		$498K Sell
2,480
-292
-11% -$68.5K 0.08% 199
2022
Q1 		$836K Buy
2,772
+570
+26% +$167K 0.11% 156
2021
Q4 		$791K Buy
2,202
+51
+2% +$17.5K 0.1% 167
2021
Q3 		$713K Sell
2,151
-6
-0.3% -$2.02K 0.1% 174
2021
Q2 		$661K Sell
2,157
-324
-13% -$90.9K 0.09% 190
2021
Q1 		$611K Hold
2,481
– – 0.09% 188
2020
Q4 		$677K Sell
2,481
-57
-2% -$14.2K 0.11% 154
2020
Q3 		$600K Buy
2,538
+261
+11% +$58.6K 0.11% 146
2020
Q2 		$433K Sell
2,277
-711
-24% -$127K 0.09% 167
2020
Q1 		$493K Buy
2,988
+1,263
+73% +$231K 0.13% 134
2019
Q4 		$340K Buy
+1,725
New +$323K 0.08% 190

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

Harbor Investment Advisory's ISRG Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Intuitive Surgical (ISRG) stake by 1.9% in Q2 2026, selling an estimated $31K and leaving 3,647 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #155.

Harbor Investment Advisory first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.98M in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Harbor Investment Advisory held 3,647 shares of Intuitive Surgical worth $1.45M as of Q2 2026.
  • Harbor Investment Advisory sold 71 Intuitive Surgical shares in Q2 2026, an estimated $31K.
  • Intuitive Surgical made up 0.1% of Harbor Investment Advisory's portfolio in Q2 2026, its #155 holding.
  • Harbor Investment Advisory first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Intuitive Surgical position peaked at $2.98M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.