HWA
ISRG icon

HHM Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

HHM 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 		$89.5K Buy
225
+21
+10% +$9.18K 0.01% 309
2026
Q1 		$94K Buy
204
+50
+32% +$25.3K 0.01% 275
2025
Q4 		$87.2K Hold
154
– – 0.01% 285
2025
Q3 		$68.9K Sell
154
-15
-9% -$7.2K 0.01% 326
2025
Q2 		$91.8K Sell
169
-45
-21% -$23.5K 0.01% 285
2025
Q1 		$106K Buy
214
+45
+27% +$24.9K 0.01% 262
2024
Q4 		$88.2K Buy
169
+15
+10% +$7.81K 0.01% 278
2024
Q3 		$75.7K Buy
154
+15
+11% +$6.98K 0.01% 286
2024
Q2 		$61.8K Hold
139
– – 0.01% 309
2024
Q1 		$55.5K Buy
139
+100
+256% +$37.8K 0.01% 280
2023
Q4 		$13.2K Hold
39
– – ﹤0.01% 473
2023
Q3 		$11.4K Hold
39
– – ﹤0.01% 482
2023
Q2 		$13.3K Sell
39
-60
-61% -$18.2K ﹤0.01% 478
2023
Q1 		$25.3K Buy
99
+92
+1,314% +$22.7K 0.01% 385
2022
Q4 		$1.86K Buy
+7
New +$1.71K ﹤0.01% 615
2022
Q2 		– Sell
-51
Closed -$15K – 815
2022
Q1 		$15K Hold
51
– – ﹤0.01% 478
2021
Q4 		$18K Buy
51
+15
+42% +$5.16K ﹤0.01% 442
2021
Q3 		$12K Hold
36
– – ﹤0.01% 477
2021
Q2 		$11K Buy
+36
New +$10.1K ﹤0.01% 468

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

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

HHM Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, buying an estimated $9.18K and bringing the position to 225 shares worth $89.5K. The position accounts for 0.01% of the portfolio, ranked #309.

HHM Wealth Advisors first reported a position in ISRG in Q2 2021 and has held it in 19 quarters since. The position peaked at $106K in Q1 2025. 702 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • HHM Wealth Advisors held 225 shares of Intuitive Surgical worth $89.5K as of Q2 2026.
  • HHM Wealth Advisors bought 21 Intuitive Surgical shares in Q2 2026, an estimated $9.18K.
  • Intuitive Surgical made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #309 holding.
  • HHM Wealth Advisors first reported a position in Intuitive Surgical in Q2 2021 and has held it in 19 quarters since.
  • HHM Wealth Advisors's Intuitive Surgical position peaked at $106K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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