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LifeWealth Investments’s Intuitive Surgical ISRG Stock Holding History

LifeWealth Investments’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 		$252K Buy
634
+7
+1% +$3.06K 0.07% 119
2026
Q1 		$289K Buy
627
+186
+42% +$94.1K 0.09% 111
2025
Q4 		$250K Sell
441
-554
-56% -$295K 0.08% 136
2025
Q3 		$445K Buy
995
+82
+9% +$39.4K 0.07% 161
2025
Q2 		$496K Buy
913
+498
+120% +$260K 0.09% 148
2025
Q1 		$206K Buy
+415
New +$230K 0.05% 192

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

LifeWealth Investments's ISRG Position: Q2 2026 in Review

LifeWealth Investments increased its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, buying an estimated $3.06K and bringing the position to 634 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #119.

LifeWealth Investments first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $496K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • LifeWealth Investments held 634 shares of Intuitive Surgical worth $252K as of Q2 2026.
  • LifeWealth Investments bought 7 Intuitive Surgical shares in Q2 2026, an estimated $3.06K.
  • Intuitive Surgical made up 0.07% of LifeWealth Investments's portfolio in Q2 2026, its #119 holding.
  • LifeWealth Investments first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • LifeWealth Investments's Intuitive Surgical position peaked at $496K in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.