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Magnus Financial Group’s Intuitive Surgical ISRG Stock Holding History

Magnus Financial Group’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 		$310K Buy
780
+12
+2% +$5.24K 0.02% 303
2026
Q1 		$354K Sell
768
-69
-8% -$34.9K 0.03% 274
2025
Q4 		$474K Buy
837
+85
+11% +$45.3K 0.04% 266
2025
Q3 		$336K Buy
752
+27
+4% +$13K 0.03% 303
2025
Q2 		$394K Hold
725
– – 0.03% 261
2025
Q1 		$359K Hold
725
– – 0.03% 266
2024
Q4 		$378K Sell
725
-1
-0.1% -$521 0.04% 247
2024
Q3 		$357K Sell
726
-15
-2% -$6.98K 0.04% 248
2024
Q2 		$330K Sell
741
-5
-0.7% -$1.99K 0.04% 240
2024
Q1 		$298K Sell
746
-70
-9% -$26.5K 0.04% 249
2023
Q4 		$275K Sell
816
-42
-5% -$12.5K 0.04% 233
2023
Q3 		$251K Sell
858
-4
-0.5% -$1.25K 0.04% 226
2023
Q2 		$295K Buy
862
+73
+9% +$22.1K 0.04% 215
2023
Q1 		$202K Buy
+789
New +$194K 0.03% 261
2022
Q2 		– Sell
-790
Closed -$238K – 292
2022
Q1 		$238K Buy
790
+20
+3% +$5.84K 0.04% 252
2021
Q4 		$277K Buy
770
+8
+1% +$2.75K 0.05% 204
2021
Q3 		$253K Hold
762
– – 0.05% 206
2021
Q2 		$234K Buy
+762
New +$214K 0.05% 215
2021
Q1 		– Sell
-1,311
Closed -$358K – 295
2020
Q4 		$358K Sell
1,311
-180
-12% -$44.7K 0.04% 184
2020
Q3 		$353K Sell
1,491
-138
-8% -$31K 0.04% 166
2020
Q2 		$309K Buy
1,629
+108
+7% +$19.4K 0.03% 336
2020
Q1 		$251K Buy
+1,521
New +$279K 0.03% 360

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

Magnus Financial Group's ISRG Position: Q2 2026 in Review

Magnus Financial Group increased its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, buying an estimated $5.24K and bringing the position to 780 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #303.

Magnus Financial Group first reported a position in ISRG in Q1 2020 and has held it in 22 quarters since. The position peaked at $474K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Magnus Financial Group held 780 shares of Intuitive Surgical worth $310K as of Q2 2026.
  • Magnus Financial Group bought 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #303 holding.
  • Magnus Financial Group first reported a position in Intuitive Surgical in Q1 2020 and has held it in 22 quarters since.
  • Magnus Financial Group's Intuitive Surgical position peaked at $474K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.