HFS
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Howard Financial Services’s Intuitive Surgical ISRG Stock Holding History

Howard Financial Services’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 		$360K Sell
904
-218
-19% -$95.2K 0.04% 177
2026
Q1 		$517K Buy
1,122
+149
+15% +$75.4K 0.06% 128
2025
Q4 		$551K Buy
973
+155
+19% +$82.5K 0.06% 105
2025
Q3 		$366K Sell
818
-65
-7% -$31.2K 0.04% 133
2025
Q2 		$480K Buy
883
+13
+1% +$6.8K 0.06% 105
2025
Q1 		$431K Buy
870
+33
+4% +$18.3K 0.06% 110
2024
Q4 		$437K Buy
837
+32
+4% +$16.7K 0.06% 110
2024
Q3 		$395K Buy
805
+6
+0.8% +$2.79K 0.06% 107
2024
Q2 		$355K Sell
799
-54
-6% -$21.5K 0.06% 109
2024
Q1 		$340K Sell
853
-6
-0.7% -$2.27K 0.06% 112
2023
Q4 		$290K Buy
859
+20
+2% +$5.96K 0.06% 120
2023
Q3 		$245K Buy
+839
New +$262K 0.06% 122
2022
Q2 		– Sell
-695
Closed -$210K – 132
2022
Q1 		$210K Sell
695
-17
-2% -$4.97K 0.06% 123
2021
Q4 		$256K Sell
712
-29
-4% -$9.98K 0.08% 106
2021
Q3 		$246K Sell
741
-9
-1% -$3.02K 0.09% 101
2021
Q2 		$230K Buy
+750
New +$210K 0.09% 105
2021
Q1 		– Sell
-750
Closed -$205K – 129
2020
Q4 		$205K Buy
+750
New +$186K 0.11% 104

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

Howard Financial Services's ISRG Position: Q2 2026 in Review

Howard Financial Services reduced its Intuitive Surgical (ISRG) stake by 19% in Q2 2026, selling an estimated $95.2K and leaving 904 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #177.

Howard Financial Services first reported a position in ISRG in Q4 2020 and has held it in 17 quarters since. The position peaked at $551K in Q4 2025. 773 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Howard Financial Services held 904 shares of Intuitive Surgical worth $360K as of Q2 2026.
  • Howard Financial Services sold 218 Intuitive Surgical shares in Q2 2026, an estimated $95.2K.
  • Intuitive Surgical made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #177 holding.
  • Howard Financial Services first reported a position in Intuitive Surgical in Q4 2020 and has held it in 17 quarters since.
  • Howard Financial Services's Intuitive Surgical position peaked at $551K in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.