HBW Advisory Services’s Intuitive Surgical ISRG Stock Holding History

HBW Advisory Services’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	$272K	Sell	685 -4	-0.6%	-$1.75K	0.02%	405
2026 Q1	$318K	Buy	689 +7	+1%	+$3.54K	0.03%	351
2025 Q4	$386K	Buy	+682	New	+$363K	0.04%	310
2025 Q3	–	Sell	-642	Closed	-$349K	–	432
2025 Q2	$349K	Buy	642 +100	+18%	+$52.3K	0.04%	286
2025 Q1	$268K	Buy	542 +54	+11%	+$29.9K	0.04%	308
2024 Q4	$255K	Buy	488 +9	+2%	+$4.69K	0.03%	309
2024 Q3	$235K	Buy	+479	New	+$223K	0.03%	321

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

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 Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

HBW Advisory Services's ISRG Position: Q2 2026 in Review

HBW Advisory Services reduced its Intuitive Surgical (ISRG) stake by 0.58% in Q2 2026, selling an estimated $1.75K and leaving 685 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #405.

HBW Advisory Services first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $386K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

HBW Advisory Services held 685 shares of Intuitive Surgical worth $272K as of Q2 2026.
HBW Advisory Services sold 4 Intuitive Surgical shares in Q2 2026, an estimated $1.75K.
Intuitive Surgical made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #405 holding.
HBW Advisory Services first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
HBW Advisory Services's Intuitive Surgical position peaked at $386K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.