HWAM
ISRG icon

Hennion & Walsh Asset Management’s Intuitive Surgical ISRG Stock Holding History

Hennion & Walsh Asset 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 		$3.99M Buy
10,025
+244
+2% +$107K 0.11% 230
2026
Q1 		$4.51M Sell
9,781
-3,598
-27% -$1.82M 0.15% 171
2025
Q4 		$7.58M Sell
13,379
-259
-2% -$138K 0.26% 78
2025
Q3 		$6.1M Sell
13,638
-2,207
-14% -$1.06M 0.22% 94
2025
Q2 		$8.61M Buy
15,845
+440
+3% +$230K 0.35% 48
2025
Q1 		$7.63M Buy
15,405
+2,168
+16% +$1.2M 0.34% 49
2024
Q4 		$6.91M Buy
13,237
+907
+7% +$472K 0.31% 61
2024
Q3 		$6.04M Buy
12,330
+3,565
+41% +$1.66M 0.28% 74
2024
Q2 		$3.9M Buy
8,765
+980
+13% +$390K 0.2% 123
2024
Q1 		$3.11M Buy
7,785
+617
+9% +$233K 0.17% 162
2023
Q4 		$2.42M Sell
7,168
-2,199
-23% -$655K 0.14% 215
2023
Q3 		$2.74M Sell
9,367
-2,202
-19% -$688K 0.17% 155
2023
Q2 		$3.96M Sell
11,569
-3,790
-25% -$1.15M 0.23% 103
2023
Q1 		$3.92M Sell
15,359
-881
-5% -$217K 0.24% 104
2022
Q4 		$4.31M Sell
16,240
-5,563
-26% -$1.36M 0.27% 92
2022
Q3 		$4.09M Sell
21,803
-255
-1% -$54.8K 0.27% 90
2022
Q2 		$4.43M Buy
22,058
+303
+1% +$71.1K 0.27% 90
2022
Q1 		$6.56M Buy
21,755
+3,769
+21% +$1.1M 0.35% 69
2021
Q4 		$6.46M Buy
17,986
+6,319
+54% +$2.17M 0.32% 85
2021
Q3 		$3.87M Buy
11,667
+4,476
+62% +$1.5M 0.2% 137
2021
Q2 		$2.2M Buy
7,191
+3,645
+103% +$1.02M 0.12% 232
2021
Q1 		$873K Buy
+3,546
New +$892K 0.05% 381

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

Hennion & Walsh Asset Management's ISRG Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Intuitive Surgical (ISRG) stake by 2.5% in Q2 2026, buying an estimated $107K and bringing the position to 10,025 shares worth $3.99M. The position accounts for 0.11% of the portfolio, ranked #230.

Hennion & Walsh Asset Management first reported a position in ISRG in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.61M in Q2 2025. 633 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Hennion & Walsh Asset Management held 10,025 shares of Intuitive Surgical worth $3.99M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 244 Intuitive Surgical shares in Q2 2026, an estimated $107K.
  • Intuitive Surgical made up 0.11% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #230 holding.
  • Hennion & Walsh Asset Management first reported a position in Intuitive Surgical in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Intuitive Surgical position peaked at $8.61M in Q2 2025.
  • 633 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.