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Ipswich Investment Management’s Intuitive Surgical ISRG Stock Holding History

Ipswich Investment 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 		$451K Buy
1,133
+55
+5% +$24K 0.1% 135
2026
Q1 		$497K Hold
1,078
– – 0.12% 124
2025
Q4 		$611K Buy
1,078
+30
+3% +$16K 0.14% 107
2025
Q3 		$469K Hold
1,048
– – 0.11% 123
2025
Q2 		$569K Hold
1,048
– – 0.14% 117
2025
Q1 		$519K Buy
1,048
+40
+4% +$22.1K 0.13% 119
2024
Q4 		$526K Buy
1,008
+13
+1% +$6.77K 0.13% 118
2024
Q3 		$489K Hold
995
– – 0.11% 127
2024
Q2 		$443K Buy
995
+45
+5% +$17.9K 0.1% 131
2024
Q1 		$379K Hold
950
– – 0.09% 145
2023
Q4 		$320K Hold
950
– – 0.08% 148
2023
Q3 		$278K Hold
950
– – 0.08% 154
2023
Q2 		$325K Buy
950
+5
+0.5% +$1.51K 0.09% 150
2023
Q1 		$241K Hold
945
– – 0.07% 167
2022
Q4 		$251K Buy
+945
New +$230K 0.07% 162
2022
Q2 		– Sell
-945
Closed -$285K – 183
2022
Q1 		$285K Hold
945
– – 0.07% 164
2021
Q4 		$340K Sell
945
-30
-3% -$10.3K 0.08% 162
2021
Q3 		$323K Buy
975
+30
+3% +$10.1K 0.08% 162
2021
Q2 		$290K Hold
945
– – 0.07% 168
2021
Q1 		$233K Hold
945
– – 0.07% 175
2020
Q4 		$258K Hold
945
– – 0.08% 158
2020
Q3 		$224K Buy
+945
New +$212K 0.07% 157
2019
Q1 		– Sell
-1,005
Closed -$160K – 281
2018
Q4 		$160K Sell
1,005
-450
-31% -$76.3K 0.06% 177
2018
Q3 		$278K Buy
+1,455
New +$258K 0.09% 142
2017
Q2 		– Sell
-3,510
Closed -$299K – 136
2017
Q1 		$299K Buy
3,510
+405
+13% +$32K 0.13% 109
2016
Q4 		$219K Sell
3,105
-1,800
-37% -$132K 0.1% 120
2016
Q3 		$395K Hold
4,905
– – 0.19% 92
2016
Q2 		$360K Buy
4,905
+225
+5% +$15.8K 0.18% 97
2016
Q1 		$324K Sell
4,680
-630
-12% -$39K 0.15% 99
2015
Q4 		$322K Hold
5,310
– – 0.15% 99
2015
Q3 		$271K Hold
5,310
– – 0.13% 114
2015
Q2 		$286K Sell
5,310
-450
-8% -$25.2K 0.13% 106
2015
Q1 		$323K Hold
5,760
– – 0.14% 100
2014
Q4 		$339K Hold
5,760
– – 0.14% 100
2014
Q3 		$296K Sell
5,760
-900
-14% -$44.7K 0.13% 99
2014
Q2 		$305K Hold
6,660
– – 0.12% 111
2014
Q1 		$324K Sell
6,660
-450
-6% -$21.2K 0.14% 96
2013
Q4 		$303K Hold
7,110
– – 0.13% 110
2013
Q3 		$297K Hold
7,110
– – 0.13% 108
2013
Q2 		$400K Buy
+7,110
New +$392K 0.17% 103

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

Ipswich Investment Management's ISRG Position: Q2 2026 in Review

Ipswich Investment Management increased its Intuitive Surgical (ISRG) stake by 5.1% in Q2 2026, buying an estimated $24K and bringing the position to 1,133 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #135.

Ipswich Investment Management first reported a position in ISRG in Q2 2013 and has held it in 40 quarters since. The position peaked at $611K in Q4 2025. 637 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ipswich Investment Management held 1,133 shares of Intuitive Surgical worth $451K as of Q2 2026.
  • Ipswich Investment Management bought 55 Intuitive Surgical shares in Q2 2026, an estimated $24K.
  • Intuitive Surgical made up 0.1% of Ipswich Investment Management's portfolio in Q2 2026, its #135 holding.
  • Ipswich Investment Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 40 quarters since.
  • Ipswich Investment Management's Intuitive Surgical position peaked at $611K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.