Meriwether Wealth & Planning’s Intuitive Surgical ISRG Stock Holding History

Meriwether Wealth & Planning’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	$491K	Sell	1,235 -2	-0.2%	-$874	0.24%	65
2026 Q1	$570K	Buy	1,237 +34	+3%	+$17.2K	0.31%	55
2025 Q4	$681K	Sell	1,203 -1	-0.1%	-$532	0.38%	52
2025 Q3	$538K	Buy	1,204 +59	+5%	+$28.3K	0.31%	59
2025 Q2	$622K	Buy	1,145 +122	+12%	+$63.8K	0.39%	52
2025 Q1	$507K	Sell	1,023 -6	-0.6%	-$3.32K	0.33%	58
2024 Q4	$537K	Buy	+1,029	New	+$536K	0.38%	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

Meriwether Wealth & Planning's ISRG Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Intuitive Surgical (ISRG) stake by 0.16% in Q2 2026, selling an estimated $874 and leaving 1,235 shares worth $491K. The position accounts for 0.24% of the portfolio, ranked #65.

Meriwether Wealth & Planning first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $681K in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Meriwether Wealth & Planning held 1,235 shares of Intuitive Surgical worth $491K as of Q2 2026.
Meriwether Wealth & Planning sold 2 Intuitive Surgical shares in Q2 2026, an estimated $874.
Intuitive Surgical made up 0.24% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #65 holding.
Meriwether Wealth & Planning first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Intuitive Surgical position peaked at $681K in Q4 2025.
331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.