KFP
ISRG icon

KMG Fiduciary Partners’s Intuitive Surgical ISRG Stock Holding History

KMG Fiduciary Partners’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 		$5.04M Sell
12,662
-2,500
-16% -$1.09M 0.47% 54
2026
Q1 		$6.99M Sell
15,162
-165
-1% -$83.5K 0.52% 54
2025
Q4 		$8.68M Sell
15,327
-236
-2% -$126K 0.62% 48
2025
Q3 		$6.96M Buy
15,563
+1,098
+8% +$527K 0.47% 56
2025
Q2 		$7.86M Buy
14,465
+521
+4% +$272K 0.58% 51
2025
Q1 		$6.91M Sell
13,944
-305
-2% -$169K 0.57% 49
2024
Q4 		$7.44M Buy
14,249
+21
+0.1% +$10.9K 0.62% 39
2024
Q3 		$6.99M Buy
14,228
+140
+1% +$65.2K 0.6% 40
2024
Q2 		$6.27M Buy
14,088
+120
+0.9% +$47.8K 0.62% 39
2024
Q1 		$5.57M Buy
13,968
+2,305
+20% +$871K 0.58% 47
2023
Q4 		$3.93M Buy
11,663
+606
+5% +$181K 0.46% 60
2023
Q3 		$3.23M Buy
11,057
+499
+5% +$156K 0.43% 63
2023
Q2 		$3.61M Sell
10,558
-202
-2% -$61.1K 0.47% 56
2023
Q1 		$2.75M Buy
10,760
+323
+3% +$79.6K 0.39% 69
2022
Q4 		$2.77M Buy
10,437
+408
+4% +$99.5K 0.45% 65
2022
Q3 		$1.88M Buy
10,029
+4,054
+68% +$871K 0.36% 76
2022
Q2 		$1.2M Buy
5,975
+1,452
+32% +$341K 0.22% 94
2022
Q1 		$1.36M Buy
4,523
+2,034
+82% +$594K 0.22% 94
2021
Q4 		$894K Buy
2,489
+1,223
+97% +$421K 0.14% 113
2021
Q3 		$420K Buy
+1,266
New +$425K 0.07% 144

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return