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Lineweaver Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Lineweaver Wealth Advisors’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 		$636K Buy
1,600
+213
+15% +$93.1K 0.08% 132
2026
Q1 		$639K Sell
1,387
-348
-20% -$176K 0.09% 126
2025
Q4 		$983K Buy
1,735
+208
+14% +$111K 0.13% 110
2025
Q3 		$683K Buy
+1,527
New +$733K 0.1% 119

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

Lineweaver Wealth Advisors's ISRG Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 15% in Q2 2026, buying an estimated $93.1K and bringing the position to 1,600 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #132.

Lineweaver Wealth Advisors first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $983K in Q4 2025. 645 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lineweaver Wealth Advisors held 1,600 shares of Intuitive Surgical worth $636K as of Q2 2026.
  • Lineweaver Wealth Advisors bought 213 Intuitive Surgical shares in Q2 2026, an estimated $93.1K.
  • Intuitive Surgical made up 0.08% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Lineweaver Wealth Advisors first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Lineweaver Wealth Advisors's Intuitive Surgical position peaked at $983K in Q4 2025.
  • 645 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.