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Highline Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Highline Wealth Partners’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 		$51.3K Sell
129
-233
-64% -$102K 0.01% 228
2026
Q1 		$167K Buy
362
+167
+86% +$84.5K 0.04% 93
2025
Q4 		$110K Buy
195
+30
+18% +$16K 0.03% 87
2025
Q3 		$73.8K Sell
165
-186
-53% -$89.3K 0.02% 142
2025
Q2 		$191K Buy
351
+147
+72% +$76.9K 0.06% 98
2025
Q1 		$101K Buy
204
+181
+787% +$100K 0.03% 110
2024
Q4 		$12K Buy
23
+17
+283% +$8.85K ﹤0.01% 226
2024
Q3 		$2.95K Buy
6
+5
+500% +$2.33K ﹤0.01% 412
2024
Q2 		$445 Buy
+1
New +$398 ﹤0.01% 498

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Highline Wealth Partners's ISRG Position: Q2 2026 in Review

Highline Wealth Partners reduced its Intuitive Surgical (ISRG) stake by 64% in Q2 2026, selling an estimated $102K and leaving 129 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #228.

Highline Wealth Partners first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $191K in Q2 2025. 439 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Highline Wealth Partners held 129 shares of Intuitive Surgical worth $51.3K as of Q2 2026.
  • Highline Wealth Partners sold 233 Intuitive Surgical shares in Q2 2026, an estimated $102K.
  • Intuitive Surgical made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Highline Wealth Partners first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
  • Highline Wealth Partners's Intuitive Surgical position peaked at $191K in Q2 2025.
  • 439 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.