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Nations Financial Group’s Intuitive Surgical ISRG Stock Holding History

Nations Financial Group’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
-2,845
Closed -$1.31M – 814
2026
Q1 		$1.31M Buy
2,845
+1,742
+158% +$881K 0.07% 306
2025
Q4 		$625K Buy
1,103
+232
+27% +$124K 0.03% 465
2025
Q3 		$390K Sell
871
-29
-3% -$13.9K 0.02% 537
2025
Q2 		$489K Buy
900
+12
+1% +$6.27K 0.03% 456
2025
Q1 		$440K Buy
888
+59
+7% +$32.6K 0.03% 454
2024
Q4 		$433K Buy
829
+43
+5% +$22.4K 0.03% 477
2024
Q3 		$386K Buy
786
+95
+14% +$44.2K 0.03% 506
2024
Q2 		$307K Buy
+691
New +$275K 0.03% 527
2024
Q1 		– Sell
-1,433
Closed -$483K – 634
2023
Q4 		$483K Buy
1,433
+16
+1% +$4.77K 0.04% 397
2023
Q3 		$414K Sell
1,417
-10
-0.7% -$3.12K 0.04% 411
2023
Q2 		$488K Buy
1,427
+197
+16% +$59.6K 0.05% 394
2023
Q1 		$314K Hold
1,230
– – 0.03% 473
2022
Q4 		$326K Hold
1,230
– – 0.04% 454
2022
Q3 		$231K Buy
1,230
+9
+0.7% +$1.93K 0.03% 465
2022
Q2 		$245K Sell
1,221
-130
-10% -$30.5K 0.03% 453
2022
Q1 		$408K Sell
1,351
-140
-9% -$40.9K 0.05% 352
2021
Q4 		$536K Sell
1,491
-165
-10% -$56.8K 0.07% 285
2021
Q3 		$549K Sell
1,656
-15
-0.9% -$5.04K 0.08% 252
2021
Q2 		$512K Buy
1,671
+171
+11% +$48K 0.09% 249
2021
Q1 		$369K Hold
1,500
– – 0.08% 257
2020
Q4 		$409K Buy
1,500
+105
+8% +$26.1K 0.11% 223
2020
Q3 		$330K Sell
1,395
-72
-5% -$16.2K 0.1% 220
2020
Q2 		$279K Hold
1,467
– – 0.1% 216
2020
Q1 		$242K Buy
1,467
+72
+5% +$13.2K 0.1% 224
2019
Q4 		$275K Sell
1,395
-57
-4% -$10.7K 0.09% 240
2019
Q3 		$268K Buy
+1,452
New +$251K 0.1% 246

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

Nations Financial Group's ISRG Position: Q2 2026 in Review

Nations Financial Group sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 2,845 shares — an estimated $1.31M sold.

Nations Financial Group first reported a position in ISRG in Q3 2019 and held it in 26 quarters. The position peaked at $1.31M in Q1 2026. 588 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Nations Financial Group reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 2,845 Intuitive Surgical shares in Q2 2026, an estimated $1.31M.
  • Nations Financial Group first reported a position in Intuitive Surgical in Q3 2019 and held it in 26 quarters.
  • Nations Financial Group's Intuitive Surgical position peaked at $1.31M in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.