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HCR Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

HCR 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 		$858K Buy
2,158
+189
+10% +$82.6K 0.08% 123
2026
Q1 		$908K Buy
1,969
+418
+27% +$211K 0.09% 118
2025
Q4 		$878K Sell
1,551
-7
-0.4% -$3.73K 0.09% 118
2025
Q3 		$690K Buy
1,558
+301
+24% +$144K 0.07% 126
2025
Q2 		$683K Buy
1,257
+67
+6% +$35K 0.08% 121
2025
Q1 		$589K Buy
1,190
+119
+11% +$65.8K 0.08% 128
2024
Q4 		$559K Buy
1,071
+2
+0.2% +$1.04K 0.07% 130
2024
Q3 		$525K Sell
1,069
-1
-0.1% -$466 0.07% 136
2024
Q2 		$476K Buy
1,070
+133
+14% +$53K 0.07% 133
2024
Q1 		$374K Sell
937
-105
-10% -$39.7K 0.06% 153
2023
Q4 		$352K Buy
1,042
+217
+26% +$64.7K 0.06% 145
2023
Q3 		$241K Sell
825
-449
-35% -$140K 0.05% 142
2023
Q2 		$436K Sell
1,274
-35
-3% -$10.6K 0.08% 119
2023
Q1 		$334K Sell
1,309
-57
-4% -$14K 0.07% 132
2022
Q4 		$362K Sell
1,366
-129
-9% -$31.5K 0.08% 128
2022
Q3 		$280K Buy
1,495
+124
+9% +$26.6K 0.06% 139
2022
Q2 		$275K Sell
1,371
-6
-0.4% -$1.41K 0.06% 143
2022
Q1 		$415K Sell
1,377
-172
-11% -$50.2K 0.07% 136
2021
Q4 		$557K Buy
1,549
+94
+6% +$32.3K 0.09% 131
2021
Q3 		$482K Buy
1,455
+45
+3% +$15.1K 0.08% 136
2021
Q2 		$432K Buy
1,410
+36
+3% +$10.1K 0.08% 140
2021
Q1 		$338K Sell
1,374
-510
-27% -$128K 0.07% 148
2020
Q4 		$514K Buy
1,884
+261
+16% +$64.8K 0.11% 116
2020
Q3 		$384K Buy
1,623
+204
+14% +$45.8K 0.09% 121
2020
Q2 		$272K Sell
1,419
-180
-11% -$32.3K 0.06% 131
2020
Q1 		$264K Sell
1,599
-27
-2% -$4.95K 0.08% 126
2019
Q4 		$320K Sell
1,626
-222
-12% -$41.6K 0.08% 124
2019
Q3 		$334K Buy
1,848
+252
+16% +$43.6K 0.11% 116
2019
Q2 		$279K Buy
1,596
+261
+20% +$44.7K 0.08% 130
2019
Q1 		$254K Sell
1,335
-390
-23% -$69.3K 0.07% 150
2018
Q4 		$275K Buy
+1,725
New +$292K 0.09% 132

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

HCR Wealth Advisors's ISRG Position: Q2 2026 in Review

HCR Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 9.6% in Q2 2026, buying an estimated $82.6K and bringing the position to 2,158 shares worth $858K. The position accounts for 0.08% of the portfolio, ranked #123.

HCR Wealth Advisors first reported a position in ISRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $908K in Q1 2026. 688 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • HCR Wealth Advisors held 2,158 shares of Intuitive Surgical worth $858K as of Q2 2026.
  • HCR Wealth Advisors bought 189 Intuitive Surgical shares in Q2 2026, an estimated $82.6K.
  • Intuitive Surgical made up 0.08% of HCR Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • HCR Wealth Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 31 quarters since.
  • HCR Wealth Advisors's Intuitive Surgical position peaked at $908K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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