Miller Financial Services’s Intuitive Surgical ISRG Stock Holding History

Miller Financial Services’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	$740K	Buy	1,860 +677	+57%	+$296K	0.6%	53
2026 Q1	$545K	Buy	1,183 +65	+6%	+$32.9K	0.6%	54
2025 Q4	$633K	Sell	1,118 -133	-11%	-$70.8K	0.74%	44
2025 Q3	$559K	Buy	+1,251	New	+$600K	0.65%	46
2025 Q1	–	Sell	-1,342	Closed	-$700K	–	113
2024 Q4	$700K	Buy	+1,342	New	+$699K	0.59%	43

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Miller Financial Services's ISRG Position: Q2 2026 in Review

Miller Financial Services increased its Intuitive Surgical (ISRG) stake by 57% in Q2 2026, buying an estimated $296K and bringing the position to 1,860 shares worth $740K. The position accounts for 0.6% of the portfolio, ranked #53.

Miller Financial Services first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Miller Financial Services held 1,860 shares of Intuitive Surgical worth $740K as of Q2 2026.
Miller Financial Services bought 677 Intuitive Surgical shares in Q2 2026, an estimated $296K.
Intuitive Surgical made up 0.6% of Miller Financial Services's portfolio in Q2 2026, its #53 holding.
Miller Financial Services first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
894 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.