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Keudell/Morrison Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Keudell/Morrison 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 		– Sell
-456
Closed -$210K – 265
2026
Q1 		$210K Sell
456
-61
-12% -$30.9K 0.04% 229
2025
Q4 		$293K Buy
+517
New +$275K 0.06% 182
2022
Q2 		– Sell
-811
Closed -$245K – 177
2022
Q1 		$245K Sell
811
-2
-0.2% -$584 0.1% 157
2021
Q4 		$292K Buy
+813
New +$280K 0.12% 145

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

Keudell/Morrison Wealth Management's ISRG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 456 shares — an estimated $210K sold.

Keudell/Morrison Wealth Management first reported a position in ISRG in Q4 2021 and held it in 4 quarters. The position peaked at $293K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Keudell/Morrison Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 456 Intuitive Surgical shares in Q2 2026, an estimated $210K.
  • Keudell/Morrison Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's Intuitive Surgical position peaked at $293K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.