JWCA
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J.W. Cole Advisors’s Intuitive Surgical ISRG Stock Holding History

J.W. Cole Advisors’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 		$7.64M Buy
19,202
+13
+0.1% +$5.68K 0.13% 163
2026
Q1 		$8.85M Sell
19,189
-794
-4% -$402K 0.3% 70
2025
Q4 		$10.8M Sell
19,983
-1,627
-8% -$866K 0.26% 74
2025
Q3 		$9.66M Sell
21,610
-492
-2% -$236K 0.19% 110
2025
Q2 		$12M Buy
22,102
+15,459
+233% +$8.08M 0.26% 71
2025
Q1 		$3.29M Buy
6,643
+2,935
+79% +$1.62M 0.1% 206
2024
Q4 		$1.94M Buy
3,708
+357
+11% +$186K 0.08% 253
2024
Q3 		$1.65M Buy
3,351
+584
+21% +$272K 0.07% 286
2024
Q2 		$1.23M Buy
2,767
+750
+37% +$299K 0.06% 308
2024
Q1 		$805K Sell
2,017
-46
-2% -$17.4K 0.04% 390
2023
Q4 		$696K Buy
2,063
+23
+1% +$6.86K 0.04% 386
2023
Q3 		$596K Buy
2,040
+156
+8% +$48.7K 0.04% 375
2023
Q2 		$644K Sell
1,884
-335
-15% -$101K 0.05% 362
2023
Q1 		$567K Buy
2,219
+49
+2% +$12.1K 0.04% 417
2022
Q4 		$576K Buy
2,170
+511
+31% +$125K 0.04% 386
2022
Q3 		$311K Sell
1,659
-295
-15% -$63.4K 0.03% 526
2022
Q2 		$392K Sell
1,954
-479
-20% -$112K 0.03% 469
2022
Q1 		$734K Sell
2,433
-165
-6% -$48.2K 0.05% 349
2021
Q4 		$933K Buy
2,598
+39
+2% +$13.4K 0.06% 315
2021
Q3 		$848K Sell
2,559
-18
-0.7% -$6.04K 0.06% 188
2021
Q2 		$790K Buy
2,577
+234
+10% +$65.6K 0.06% 319
2021
Q1 		$577K Buy
2,343
+225
+11% +$56.6K 0.06% 348
2020
Q4 		$578K Sell
2,118
-1,689
-44% -$419K 0.06% 314
2020
Q3 		$900K Buy
+3,807
New +$855K 0.07% 269

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

J.W. Cole Advisors's ISRG Position: Q2 2026 in Review

J.W. Cole Advisors increased its Intuitive Surgical (ISRG) stake by 0.07% in Q2 2026, buying an estimated $5.68K and bringing the position to 19,202 shares worth $7.64M. The position accounts for 0.13% of the portfolio, ranked #163.

J.W. Cole Advisors first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $12M in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • J.W. Cole Advisors held 19,202 shares of Intuitive Surgical worth $7.64M as of Q2 2026.
  • J.W. Cole Advisors bought 13 Intuitive Surgical shares in Q2 2026, an estimated $5.68K.
  • Intuitive Surgical made up 0.13% of J.W. Cole Advisors's portfolio in Q2 2026, its #163 holding.
  • J.W. Cole Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Intuitive Surgical position peaked at $12M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.