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Journey Retirement Planning & Investment Management’s Intuitive Surgical ISRG Stock Holding History

Journey Retirement Planning & 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 		$482K Sell
1,211
-130
-10% -$56.8K 0.38% 86
2026
Q1 		$618K Sell
1,341
-4,151
-76% -$2.1M 0.54% 57
2025
Q4 		$3.11M Buy
+5,492
New +$2.92M 0.64% 36

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Journey Retirement Planning & Investment Management's ISRG Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Intuitive Surgical (ISRG) stake by 9.7% in Q2 2026, selling an estimated $56.8K and leaving 1,211 shares worth $482K. The position accounts for 0.38% of the portfolio, ranked #86.

Journey Retirement Planning & Investment Management first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.11M in Q4 2025. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,211 shares of Intuitive Surgical worth $482K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 130 Intuitive Surgical shares in Q2 2026, an estimated $56.8K.
  • Intuitive Surgical made up 0.38% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #86 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Intuitive Surgical position peaked at $3.11M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.