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Merit Financial Group’s Intuitive Surgical ISRG Stock Holding History

Merit 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 		$4.26M Buy
10,712
+202
+2% +$88.3K 0.03% 481
2026
Q1 		$4.84M Buy
10,510
+782
+8% +$396K 0.04% 396
2025
Q4 		$5.51M Buy
9,728
+1,206
+14% +$642K 0.04% 341
2025
Q3 		$3.81M Sell
8,522
-364
-4% -$175K 0.04% 376
2025
Q2 		$4.83M Buy
8,886
+1,075
+14% +$562K 0.05% 286
2025
Q1 		$3.87M Buy
7,811
+1,147
+17% +$634K 0.06% 271
2024
Q4 		$3.48M Buy
6,664
+2,213
+50% +$1.15M 0.06% 243
2024
Q3 		$2.19M Sell
4,451
-106
-2% -$49.3K 0.05% 263
2024
Q2 		$2.03M Buy
4,557
+137
+3% +$54.6K 0.04% 264
2024
Q1 		$1.69M Buy
4,420
+3,275
+286% +$1.24M 0.04% 290
2023
Q4 		$386K Sell
1,145
-2,498
-69% -$745K 0.01% 550
2023
Q3 		$1.06M Buy
3,643
+208
+6% +$65K 0.03% 308
2023
Q2 		$1.17M Buy
3,435
+338
+11% +$102K 0.04% 309
2023
Q1 		$791K Buy
3,097
+445
+17% +$110K 0.03% 321
2022
Q4 		$704K Buy
2,652
+84
+3% +$20.5K 0.03% 357
2022
Q3 		$481K Sell
2,568
-32
-1% -$6.87K 0.02% 363
2022
Q2 		$522K Buy
+2,600
New +$610K 0.02% 353
2020
Q2 		– Sell
-2,859
Closed -$472K – 229
2020
Q1 		$472K Buy
2,859
+522
+22% +$95.6K 0.05% 128
2019
Q4 		$461K Buy
2,337
+189
+9% +$35.4K 0.04% 150
2019
Q3 		$387K Sell
2,148
-75
-3% -$13K 0.04% 104
2019
Q2 		$388K Buy
2,223
+42
+2% +$7.2K 0.05% 85
2019
Q1 		$414K Buy
2,181
+204
+10% +$36.3K 0.05% 72
2018
Q4 		$315K Sell
1,977
-351
-15% -$59.5K 0.05% 79
2018
Q3 		$445K Buy
+2,328
New +$413K 0.07% 60

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

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

Merit Financial Group increased its Intuitive Surgical (ISRG) stake by 1.9% in Q2 2026, buying an estimated $88.3K and bringing the position to 10,712 shares worth $4.26M. The position accounts for 0.03% of the portfolio, ranked #481.

Merit Financial Group first reported a position in ISRG in Q3 2018 and has held it in 24 quarters since. The position peaked at $5.51M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Merit Financial Group held 10,712 shares of Intuitive Surgical worth $4.26M as of Q2 2026.
  • Merit Financial Group bought 202 Intuitive Surgical shares in Q2 2026, an estimated $88.3K.
  • Intuitive Surgical made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #481 holding.
  • Merit Financial Group first reported a position in Intuitive Surgical in Q3 2018 and has held it in 24 quarters since.
  • Merit Financial Group's Intuitive Surgical position peaked at $5.51M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.