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Motive Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Motive 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
-454
Closed -$209K – 98
2026
Q1 		$209K Buy
454
+5
+1% +$2.53K 0.1% 89
2025
Q4 		$254K Buy
+449
New +$239K 0.11% 78
2025
Q3 		– Sell
-440
Closed -$239K – 92
2025
Q2 		$239K Buy
440
+33
+8% +$17.3K 0.11% 74
2025
Q1 		$202K Sell
407
-23
-5% -$12.7K 0.11% 71
2024
Q4 		$224K Buy
+430
New +$224K 0.12% 69

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Motive Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 454 shares — an estimated $209K sold.

Motive Wealth Advisors first reported a position in ISRG in Q4 2024 and held it in 5 quarters. The position peaked at $254K in Q4 2025. 440 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Motive Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Motive Wealth Advisors sold 454 Intuitive Surgical shares in Q2 2026, an estimated $209K.
  • Motive Wealth Advisors first reported a position in Intuitive Surgical in Q4 2024 and held it in 5 quarters.
  • Motive Wealth Advisors's Intuitive Surgical position peaked at $254K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.