Net Worth Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Net Worth Advisory 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	$410K	Sell	1,031 -56	-5%	-$24.5K	0.1%	207
2026 Q1	$501K	Sell	1,087 -38	-3%	-$19.2K	0.1%	200
2025 Q4	$637K	Sell	1,125 -30	-3%	-$16K	0.13%	171
2025 Q3	$517K	Sell	1,155 -101	-8%	-$48.5K	0.15%	160
2025 Q2	$682K	Sell	1,256 -1	-0.1%	-$523	0.15%	139
2025 Q1	$623K	Sell	1,257 -331	-21%	-$183K	0.2%	122
2024 Q4	$829K	Sell	1,588 -40	-2%	-$20.8K	0.25%	78
2024 Q3	$800K	Buy	+1,628	New	+$758K	0.24%	82

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

Net Worth Advisory Group's ISRG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Intuitive Surgical (ISRG) stake by 5.2% in Q2 2026, selling an estimated $24.5K and leaving 1,031 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #207.

Net Worth Advisory Group first reported a position in ISRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $829K in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Net Worth Advisory Group held 1,031 shares of Intuitive Surgical worth $410K as of Q2 2026.
Net Worth Advisory Group sold 56 Intuitive Surgical shares in Q2 2026, an estimated $24.5K.
Intuitive Surgical made up 0.1% of Net Worth Advisory Group's portfolio in Q2 2026, its #207 holding.
Net Worth Advisory Group first reported a position in Intuitive Surgical in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Intuitive Surgical position peaked at $829K in Q4 2024.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.