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Hyperion Asset Management’s Intuitive Surgical ISRG Stock Holding History

Hyperion 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 		$167M Buy
419,329
+139,422
+50% +$60.9M 4.42% 11
2026
Q1 		$129M Buy
279,907
+66,424
+31% +$33.6M 4.11% 11
2025
Q4 		$121M Sell
213,483
-5,163
-2% -$2.75M 3.38% 12
2025
Q3 		$97.8M Buy
218,646
+48,015
+28% +$23M 2.73% 13
2025
Q2 		$92.7M Sell
170,631
-969
-0.6% -$507K 2.93% 14
2025
Q1 		$85M Sell
171,600
-914
-0.5% -$505K 3.34% 12
2024
Q4 		$90M Buy
172,514
+61,669
+56% +$32.1M 2.98% 12
2024
Q3 		$54.5M Buy
110,845
+1,580
+1% +$736K 2.09% 14
2024
Q2 		$48.6M Sell
109,265
-8,782
-7% -$3.5M 2.01% 15
2024
Q1 		$47.1M Sell
118,047
-10,001
-8% -$3.78M 1.98% 16
2023
Q4 		$43.2M Sell
128,048
-672
-0.5% -$200K 1.78% 17
2023
Q3 		$37.6M Sell
128,720
-201
-0.2% -$62.8K 1.81% 17
2023
Q2 		$44.1M Buy
128,921
+2,294
+2% +$694K 1.98% 15
2023
Q1 		$32.3M Buy
126,627
+15,902
+14% +$3.92M 1.68% 16
2022
Q4 		$29.4M Sell
110,725
-66,048
-37% -$16.1M 1.91% 16
2022
Q3 		$33.1M Sell
176,773
-656
-0.4% -$141K 1.92% 17
2022
Q2 		$35.6M Buy
177,429
+7,565
+4% +$1.77M 2.08% 17
2022
Q1 		$51.2M Sell
169,864
-65,652
-28% -$19.2M 2.12% 17
2021
Q4 		$84.6M Buy
235,516
+20,050
+9% +$6.9M 3.33% 15
2021
Q3 		$71.4M Buy
215,466
+32,496
+18% +$10.9M 3.23% 11
2021
Q2 		$56.1M Sell
182,970
-2,499
-1% -$701K 3.14% 14
2021
Q1 		$45.7M Buy
185,469
+2,064
+1% +$519K 3.17% 12
2020
Q4 		$50M Buy
183,405
+103,557
+130% +$25.7M 3.54% 12
2020
Q3 		$18.9M Buy
79,848
+22,020
+38% +$4.94M 1.92% 15
2020
Q2 		$11M Buy
57,828
+27,999
+94% +$5.02M 1.54% 17
2020
Q1 		$4.92M Buy
+29,829
New +$5.46M 1.19% 15

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
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
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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hyperion Asset Management's ISRG Position: Q2 2026 in Review

Hyperion Asset Management increased its Intuitive Surgical (ISRG) stake by 50% in Q2 2026, buying an estimated $60.9M and bringing the position to 419,329 shares worth $167M. The position accounts for 4.42% of the portfolio, ranked #11.

Hyperion Asset Management first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Hyperion Asset Management held 419,329 shares of Intuitive Surgical worth $167M as of Q2 2026.
  • Hyperion Asset Management bought 139,422 Intuitive Surgical shares in Q2 2026, an estimated $60.9M.
  • Intuitive Surgical made up 4.42% of Hyperion Asset Management's portfolio in Q2 2026, its #11 holding.
  • Hyperion Asset Management first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Hyperion Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.