NF
ISRG icon

Nikulski Financial’s Intuitive Surgical ISRG Stock Holding History

Nikulski Financial’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 		$621K Buy
1,562
+30
+2% +$13.1K 0.13% 124
2026
Q1 		$706K Sell
1,532
-90
-6% -$45.5K 0.17% 105
2025
Q4 		$919K Buy
1,622
+541
+50% +$288K 0.22% 93
2025
Q3 		$483K Buy
+1,081
New +$519K 0.12% 107

Other funds holding ISRG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Nikulski Financial's ISRG Position: Q2 2026 in Review

Nikulski Financial increased its Intuitive Surgical (ISRG) stake by 2% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,562 shares worth $621K. The position accounts for 0.13% of the portfolio, ranked #124.

Nikulski Financial first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $919K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Nikulski Financial held 1,562 shares of Intuitive Surgical worth $621K as of Q2 2026.
  • Nikulski Financial bought 30 Intuitive Surgical shares in Q2 2026, an estimated $13.1K.
  • Intuitive Surgical made up 0.13% of Nikulski Financial's portfolio in Q2 2026, its #124 holding.
  • Nikulski Financial first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • Nikulski Financial's Intuitive Surgical position peaked at $919K in Q4 2025.
  • 1,014 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.