Moss Adams Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Moss Adams 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	$356K	Sell	894 -95	-10%	-$41.5K	0.02%	192
2026 Q1	$456K	Buy	989 +3	+0.3%	+$1.52K	0.03%	146
2025 Q4	$558K	Buy	986 +136	+16%	+$72.4K	0.04%	119
2025 Q3	$380K	Sell	850 -66	-7%	-$31.7K	0.03%	162
2025 Q2	$498K	Buy	916 +32	+4%	+$16.7K	0.05%	126
2025 Q1	$438K	Buy	884 +167	+23%	+$92.4K	0.05%	119
2024 Q4	$374K	Buy	717 +90	+14%	+$46.9K	0.04%	129
2024 Q3	$308K	Buy	627 +105	+20%	+$48.9K	0.03%	141
2024 Q2	$232K	Buy	+522	New	+$208K	0.03%	151

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

Moss Adams Wealth Advisors's ISRG Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 9.6% in Q2 2026, selling an estimated $41.5K and leaving 894 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #192.

Moss Adams Wealth Advisors first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $558K in Q4 2025. 773 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Moss Adams Wealth Advisors held 894 shares of Intuitive Surgical worth $356K as of Q2 2026.
Moss Adams Wealth Advisors sold 95 Intuitive Surgical shares in Q2 2026, an estimated $41.5K.
Intuitive Surgical made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #192 holding.
Moss Adams Wealth Advisors first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Moss Adams Wealth Advisors's Intuitive Surgical position peaked at $558K in Q4 2025.
773 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.