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Midland Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Midland Wealth Advisors’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 		– Sell
-478
Closed -$220K – 167
2026
Q1 		$220K Buy
478
+66
+16% +$33.4K 0.01% 154
2025
Q4 		$233K Buy
+412
New +$219K 0.01% 157
2025
Q3 		– Sell
-400
Closed -$217K – 177
2025
Q2 		$217K Sell
400
-19
-5% -$9.94K 0.01% 165
2025
Q1 		$208K Sell
419
-40
-9% -$22.1K 0.01% 176
2024
Q4 		$240K Sell
459
-35
-7% -$18.2K 0.01% 181
2024
Q3 		$243K Sell
494
-60
-11% -$27.9K 0.01% 180
2024
Q2 		$246K Buy
+554
New +$221K 0.01% 185

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

Midland Wealth Advisors's ISRG Position: Q2 2026 in Review

Midland Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 478 shares — an estimated $220K sold.

Midland Wealth Advisors first reported a position in ISRG in Q2 2024 and held it in 7 quarters. The position peaked at $246K in Q2 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Midland Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Midland Wealth Advisors sold 478 Intuitive Surgical shares in Q2 2026, an estimated $220K.
  • Midland Wealth Advisors first reported a position in Intuitive Surgical in Q2 2024 and held it in 7 quarters.
  • Midland Wealth Advisors's Intuitive Surgical position peaked at $246K in Q2 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.