M.E. Allison & Co’s Intuitive Surgical ISRG Stock Holding History

M.E. Allison & Co’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	$304K	Sell	765 -45	-6%	-$19.7K	0.18%	146
2026 Q1	$373K	Sell	810 -50	-6%	-$25.3K	0.25%	110
2025 Q4	$487K	Hold	860	–	–	0.33%	80
2025 Q3	$385K	Hold	860	–	–	0.27%	99
2025 Q2	$467K	Hold	860	–	–	0.38%	67
2025 Q1	$426K	Hold	860	–	–	0.42%	70
2024 Q4	$449K	Buy	+860	New	+$448K	0.49%	54

Other funds holding ISRG

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

M.E. Allison & Co's ISRG Position: Q2 2026 in Review

M.E. Allison & Co reduced its Intuitive Surgical (ISRG) stake by 5.6% in Q2 2026, selling an estimated $19.7K and leaving 765 shares worth $304K. The position accounts for 0.18% of the portfolio, ranked #146.

M.E. Allison & Co first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

M.E. Allison & Co held 765 shares of Intuitive Surgical worth $304K as of Q2 2026.
M.E. Allison & Co sold 45 Intuitive Surgical shares in Q2 2026, an estimated $19.7K.
Intuitive Surgical made up 0.18% of M.E. Allison & Co's portfolio in Q2 2026, its #146 holding.
M.E. Allison & Co first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
M.E. Allison & Co's Intuitive Surgical position peaked at $487K in Q4 2025.
331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.