Jamison Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Jamison Private Wealth 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	$2.05M	Buy	5,150 +41	+0.8%	+$17.9K	0.21%	91
2026 Q1	$2.36M	Buy	5,109 +84	+2%	+$42.5K	0.29%	79
2025 Q4	$2.85M	Buy	5,025 +41	+0.8%	+$21.8K	0.35%	69
2025 Q3	$2.23M	Buy	4,984 +395	+9%	+$190K	0.28%	75
2025 Q2	$2.49M	Sell	4,589 -62	-1%	-$32.4K	0.36%	68
2025 Q1	$2.3M	Buy	4,651 +112	+2%	+$61.9K	0.35%	71
2024 Q4	$2.37M	Buy	4,539 +631	+16%	+$329K	0.35%	69
2024 Q3	$1.92M	Buy	3,908 +232	+6%	+$108K	0.29%	80
2024 Q2	$1.64M	Sell	3,676 -188	-5%	-$74.9K	0.27%	81
2024 Q1	$1.54M	Buy	3,864 +5	+0.1%	+$1.89K	0.26%	81
2023 Q4	$1.3M	Buy	3,859 +97	+3%	+$28.9K	0.24%	83
2023 Q3	$1.1M	Buy	+3,762	New	+$1.17M	0.23%	85

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

Jamison Private Wealth Management's ISRG Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.8% in Q2 2026, buying an estimated $17.9K and bringing the position to 5,150 shares worth $2.05M. The position accounts for 0.21% of the portfolio, ranked #91.

Jamison Private Wealth Management first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.85M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Jamison Private Wealth Management held 5,150 shares of Intuitive Surgical worth $2.05M as of Q2 2026.
Jamison Private Wealth Management bought 41 Intuitive Surgical shares in Q2 2026, an estimated $17.9K.
Intuitive Surgical made up 0.21% of Jamison Private Wealth Management's portfolio in Q2 2026, its #91 holding.
Jamison Private Wealth Management first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Intuitive Surgical position peaked at $2.85M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.