Holistic Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Holistic Financial 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	–	Sell	-440	Closed	-$203K	–	135
2026 Q1	$203K	Sell	440 -130	-23%	-$65.8K	0.08%	140
2025 Q4	$323K	Buy	570 +12	+2%	+$6.39K	0.12%	87
2025 Q3	$250K	Sell	558 -7	-1%	-$3.36K	0.1%	119
2025 Q2	$307K	Buy	565 +8	+1%	+$4.18K	0.13%	89
2025 Q1	$276K	Sell	557 -2	-0.4%	-$1.11K	0.13%	89
2024 Q4	$292K	Buy	559 +1	+0.2%	+$521	0.14%	88
2024 Q3	$274K	Buy	558 +35	+7%	+$16.3K	0.13%	92
2024 Q2	$233K	Buy	523 +4	+0.8%	+$1.59K	0.12%	101
2024 Q1	$207K	Buy	+519	New	+$196K	0.11%	125
2018 Q2	–	Sell	-225	Closed	-$31K	–	194
2018 Q1	$31K	Hold	225	–	–	0.03%	249
2017 Q4	$27K	Buy	+225	New	+$28.2K	0.02%	255

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

Holistic Financial Partners's ISRG Position: Q2 2026 in Review

Holistic Financial Partners sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 440 shares — an estimated $203K sold.

Holistic Financial Partners first reported a position in ISRG in Q4 2017 and held it in 11 quarters. The position peaked at $323K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Holistic Financial Partners reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Holistic Financial Partners sold 440 Intuitive Surgical shares in Q2 2026, an estimated $203K.
Holistic Financial Partners first reported a position in Intuitive Surgical in Q4 2017 and held it in 11 quarters.
Holistic Financial Partners's Intuitive Surgical position peaked at $323K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.