LifeSteps Financial’s Intuitive Surgical ISRG Stock Holding History

LifeSteps Financial’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	$3.18K	Buy	+8	New	+$3.5K	﹤0.01%	604

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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 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

LifeSteps Financial's ISRG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 8 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

894 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

LifeSteps Financial held 8 shares of Intuitive Surgical worth $3.18K as of Q2 2026.
Intuitive Surgical was a new LifeSteps Financial position in Q2 2026.
Intuitive Surgical made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #604 holding.
894 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.