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JGP Wealth Management’s Intuitive Surgical ISRG Stock Holding History

JGP 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 		$924K Buy
2,323
+202
+10% +$88.3K 0.08% 112
2026
Q1 		$978K Sell
2,121
-33
-2% -$16.7K 0.1% 103
2025
Q4 		$1.22M Buy
2,154
+100
+5% +$53.2K 0.13% 99
2025
Q3 		$910K Buy
2,054
+99
+5% +$47.5K 0.1% 112
2025
Q2 		$1.06M Buy
1,955
+35
+2% +$18.3K 0.13% 94
2025
Q1 		$951K Sell
1,920
-175
-8% -$96.8K 0.13% 97
2024
Q4 		$1.09M Buy
2,095
+44
+2% +$22.9K 0.14% 88
2024
Q3 		$1.01M Buy
2,051
+84
+4% +$39.1K 0.13% 89
2024
Q2 		$875K Buy
1,967
+101
+5% +$40.2K 0.12% 89
2024
Q1 		$745K Buy
+1,866
New +$705K 0.11% 101

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

JGP Wealth Management's ISRG Position: Q2 2026 in Review

JGP Wealth Management increased its Intuitive Surgical (ISRG) stake by 9.5% in Q2 2026, buying an estimated $88.3K and bringing the position to 2,323 shares worth $924K. The position accounts for 0.08% of the portfolio, ranked #112.

JGP Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2025. 702 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • JGP Wealth Management held 2,323 shares of Intuitive Surgical worth $924K as of Q2 2026.
  • JGP Wealth Management bought 202 Intuitive Surgical shares in Q2 2026, an estimated $88.3K.
  • Intuitive Surgical made up 0.08% of JGP Wealth Management's portfolio in Q2 2026, its #112 holding.
  • JGP Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • JGP Wealth Management's Intuitive Surgical position peaked at $1.22M in Q4 2025.
  • 702 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.