Matthew Hamilton Rosenberg’s Intuitive Surgical ISRG Stock Holding History

Matthew Hamilton Rosenberg’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	$179K	Buy	450 +167	+59%	+$73K	0.03%	254
2026 Q1	$130K	Hold	283	–	–	0.03%	281
2025 Q4	$160K	Hold	283	–	–	0.03%	247
2025 Q3	$127K	Sell	283 -37	-12%	-$17.8K	0.03%	280
2025 Q2	$174K	Sell	320 -1	-0.3%	-$523	0.04%	226
2025 Q1	$159K	Sell	321 -24	-7%	-$13.3K	0.04%	226
2024 Q4	$180K	Hold	345	–	–	0.05%	203
2024 Q3	$169K	Buy	345 +16	+5%	+$7.45K	0.04%	213
2024 Q2	$144K	Sell	329 -16	-5%	-$6.37K	0.04%	230
2024 Q1	$136K	Hold	345	–	–	0.04%	256
2023 Q4	$116K	Buy	345 +62	+22%	+$18.5K	0.04%	278
2023 Q3	$82.7K	Hold	283	–	–	0.03%	329
2023 Q2	$96.8K	Buy	283 +1	+0.4%	+$303	0.03%	301
2023 Q1	$72K	Hold	282	–	–	0.02%	382
2022 Q4	$74.8K	Hold	282	–	–	0.03%	364
2022 Q3	$53K	Buy	282 +11	+4%	+$2.36K	0.02%	424
2022 Q2	$56K	Sell	271 -32	-11%	-$7.51K	0.02%	420
2022 Q1	$91K	Buy	303 +48	+19%	+$14K	0.03%	327
2021 Q4	$92K	Hold	255	–	–	0.03%	315
2021 Q3	$85K	Hold	255	–	–	0.03%	311
2021 Q2	$78K	Hold	255	–	–	0.04%	300
2021 Q1	$63K	Hold	255	–	–	0.04%	320
2020 Q4	$70K	Hold	255	–	–	0.04%	284
2020 Q3	$60K	Hold	255	–	–	0.04%	286
2020 Q2	$48K	Hold	255	–	–	0.04%	312
2020 Q1	$43K	Buy	+255	New	+$46.7K	0.04%	279

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

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 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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's ISRG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Intuitive Surgical (ISRG) stake by 59% in Q2 2026, buying an estimated $73K and bringing the position to 450 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #254.

Matthew Hamilton Rosenberg first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $180K in Q4 2024. 702 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Matthew Hamilton Rosenberg held 450 shares of Intuitive Surgical worth $179K as of Q2 2026.
Matthew Hamilton Rosenberg bought 167 Intuitive Surgical shares in Q2 2026, an estimated $73K.
Intuitive Surgical made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #254 holding.
Matthew Hamilton Rosenberg first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Intuitive Surgical position peaked at $180K in Q4 2024.
702 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.