Investment House LLC’s Intuitive Surgical ISRG Stock Holding History

Investment House LLC’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	$13.2M	Hold	28,680	–	–	0.69%	42
2026 Q1	$13.2M	Hold	28,680	–	–	0.69%	42
2025 Q4	$16.2M	Buy	28,680 +55	+0.2%	+$29.3K	0.77%	37
2025 Q3	$12.8M	Hold	28,625	–	–	0.61%	45
2025 Q2	$15.6M	Hold	28,625	–	–	0.79%	35
2025 Q1	$14.2M	Hold	28,625	–	–	0.81%	34
2024 Q4	$14.9M	Hold	28,625	–	–	0.81%	31
2024 Q3	$14.1M	Hold	28,625	–	–	0.76%	32
2024 Q2	$12.7M	Sell	28,625 -100	-0.3%	-$39.8K	0.73%	37
2024 Q1	$11.5M	Hold	28,725	–	–	0.67%	41
2023 Q4	$9.69M	Hold	28,725	–	–	0.69%	40
2023 Q3	$8.4M	Buy	28,725 +50	+0.2%	+$15.6K	0.66%	45
2023 Q2	$9.81M	Hold	28,675	–	–	0.73%	39
2023 Q1	$7.33M	Hold	28,675	–	–	0.6%	48
2022 Q4	$7.61M	Sell	28,675 -30	-0.1%	-$7.32K	0.71%	46
2022 Q3	$5.38M	Buy	28,705 +460	+2%	+$98.8K	0.5%	55
2022 Q2	$5.67M	Buy	28,245 +20	+0.1%	+$4.69K	0.5%	56
2022 Q1	$8.52M	Hold	28,225	–	–	0.62%	48
2021 Q4	$10.1M	Buy	28,225 +160	+0.6%	+$55K	0.65%	46
2021 Q3	$9.3M	Buy	28,065 +75	+0.3%	+$25.2K	0.68%	39
2021 Q2	$8.58M	Hold	27,990	–	–	0.6%	45
2021 Q1	$6.89M	Sell	27,990 -90	-0.3%	-$22.6K	0.53%	51
2020 Q4	$7.66M	Hold	28,080	–	–	0.54%	50
2020 Q3	$6.64M	Hold	28,080	–	–	0.52%	52
2020 Q2	$5.33M	Hold	28,080	–	–	0.47%	58
2020 Q1	$4.63M	Sell	28,080 -90	-0.3%	-$16.5K	0.53%	53
2019 Q4	$5.55M	Hold	28,170	–	–	0.51%	55
2019 Q3	$5.07M	Sell	28,170 -75	-0.3%	-$13K	0.51%	58
2019 Q2	$4.94M	Buy	28,245 +180	+0.6%	+$30.8K	0.52%	57
2019 Q1	$5.34M	Buy	28,065 +75	+0.3%	+$13.3K	0.58%	56
2018 Q4	$4.47M	Hold	27,990	–	–	0.56%	59
2018 Q3	$5.36M	Hold	27,990	–	–	0.57%	54
2018 Q2	$4.46M	Hold	27,990	–	–	0.52%	58
2018 Q1	$3.85M	Hold	27,990	–	–	0.47%	62
2017 Q4	$3.4M	Hold	27,990	–	–	0.41%	66
2017 Q3	$3.25M	Hold	27,990	–	–	0.42%	68
2017 Q2	$2.91M	Hold	27,990	–	–	0.39%	72
2017 Q1	$2.38M	Hold	27,990	–	–	0.34%	78
2016 Q4	$1.97M	Hold	27,990	–	–	0.3%	83
2016 Q3	$2.25M	Hold	27,990	–	–	0.34%	82
2016 Q2	$2.06M	Hold	27,990	–	–	0.33%	82
2016 Q1	$1.87M	Hold	27,990	–	–	0.3%	89
2015 Q4	$1.7M	Hold	27,990	–	–	0.28%	92
2015 Q3	$1.43M	Hold	27,990	–	–	0.25%	93
2015 Q2	$1.51M	Hold	27,990	–	–	0.24%	95
2015 Q1	$1.57M	Hold	27,990	–	–	0.25%	93
2014 Q4	$1.65M	Hold	27,990	–	–	0.27%	93
2014 Q3	$1.44M	Sell	27,990 -2,025	-7%	-$101K	0.24%	93
2014 Q2	$1.37M	Sell	30,015 -1,125	-4%	-$49.6K	0.24%	93
2014 Q1	$1.51M	Sell	31,140 -810	-3%	-$38.2K	0.27%	91
2013 Q4	$1.36M	Buy	31,950 +594	+2%	+$25K	0.25%	88
2013 Q3	$1.31M	Hold	31,356	–	–	0.27%	83
2013 Q2	$1.76M	Buy	+31,356	New	+$1.73M	0.38%	77

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

Investment House LLC's ISRG Position: Q2 2026 in Review

Investment House LLC held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 28,680 shares worth $13.2M. The position accounts for 0.69% of the portfolio, ranked #42.

Investment House LLC first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.2M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Investment House LLC held 28,680 shares of Intuitive Surgical worth $13.2M as of Q2 2026.
Investment House LLC left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.69% of Investment House LLC's portfolio in Q2 2026, its #42 holding.
Investment House LLC first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
Investment House LLC's Intuitive Surgical position peaked at $16.2M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.