Norris Perne & French’s Intuitive Surgical ISRG Stock Holding History

Norris Perne & French’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	$453K	Hold	1,139	–	–	0.03%	104
2026 Q1	$525K	Sell	1,139 -1,104	-49%	-$559K	0.04%	89
2025 Q4	$1.27M	Buy	2,243 +346	+18%	+$184K	0.08%	76
2025 Q3	$848K	Hold	1,897	–	–	0.06%	86
2025 Q2	$1.03M	Sell	1,897 -24	-1%	-$12.5K	0.07%	80
2025 Q1	$951K	Buy	1,921 +429	+29%	+$237K	0.07%	78
2024 Q4	$779K	Hold	1,492	–	–	0.06%	76
2024 Q3	$733K	Hold	1,492	–	–	0.05%	81
2024 Q2	$664K	Buy	1,492 +51	+4%	+$20.3K	0.05%	84
2024 Q1	$575K	Buy	1,441 +58	+4%	+$21.9K	0.04%	87
2023 Q4	$467K	Buy	1,383 +258	+23%	+$76.9K	0.04%	89
2023 Q3	$329K	Hold	1,125	–	–	0.03%	104
2023 Q2	$385K	Hold	1,125	–	–	0.03%	100
2023 Q1	$287K	Hold	1,125	–	–	0.03%	106
2022 Q4	$299K	Hold	1,125	–	–	0.03%	110
2022 Q3	$211K	Sell	1,125 -60	-5%	-$12.9K	0.02%	122
2022 Q2	$238K	Hold	1,185	–	–	0.02%	123
2022 Q1	$357K	Sell	1,185 -24	-2%	-$7.01K	0.03%	113
2021 Q4	$434K	Buy	1,209 +60	+5%	+$20.6K	0.03%	101
2021 Q3	$381K	Hold	1,149	–	–	0.03%	103
2021 Q2	$352K	Hold	1,149	–	–	0.03%	110
2021 Q1	$283K	Sell	1,149 -1,644	-59%	-$414K	0.03%	110
2020 Q4	$762K	Buy	2,793 +258	+10%	+$64.1K	0.07%	85
2020 Q3	$600K	Sell	2,535 -210	-8%	-$47.2K	0.07%	90
2020 Q2	$521K	Sell	2,745 -210	-7%	-$37.6K	0.06%	86
2020 Q1	$488K	Sell	2,955 -300	-9%	-$54.9K	0.07%	72
2019 Q4	$641K	Sell	3,255 -195	-6%	-$36.5K	0.08%	77
2019 Q3	$621K	Sell	3,450 -75	-2%	-$13K	0.08%	80
2019 Q2	$616K	Hold	3,525	–	–	0.08%	81
2019 Q1	$670K	Sell	3,525 -300	-8%	-$53.3K	0.09%	79
2018 Q4	$611K	Hold	3,825	–	–	0.1%	80
2018 Q3	$732K	Hold	3,825	–	–	0.1%	82
2018 Q2	$610K	Hold	3,825	–	–	0.09%	82
2018 Q1	$526K	Sell	3,825 -75	-2%	-$10.5K	0.08%	89
2017 Q4	$474K	Buy	3,900 +750	+24%	+$93.9K	0.07%	97
2017 Q3	$366K	Hold	3,150	–	–	0.06%	114
2017 Q2	$327K	Sell	3,150 -90	-3%	-$8.65K	0.05%	122
2017 Q1	$276K	Sell	3,240 -675	-17%	-$53.3K	0.05%	129
2016 Q4	$276K	Sell	3,915 -1,125	-22%	-$82.7K	0.05%	130
2016 Q3	$406K	Hold	5,040	–	–	0.08%	100
2016 Q2	$370K	Sell	5,040 -14,562	-74%	-$1.02M	0.08%	102
2016 Q1	$1.31M	Sell	19,602 -1,251	-6%	-$77.5K	0.27%	72
2015 Q4	$1.26M	Sell	20,853 -2,790	-12%	-$157K	0.26%	74
2015 Q3	$1.21M	Sell	23,643 -34,947	-60%	-$1.98M	0.29%	62
2015 Q2	$3.15M	Sell	58,590 -18,450	-24%	-$1.03M	0.6%	55
2015 Q1	$4.32M	Sell	77,040 -29,583	-28%	-$1.67M	0.8%	44
2014 Q4	$6.27M	Sell	106,623 -16,713	-14%	-$931K	1.14%	38
2014 Q3	$6.33M	Sell	123,336 -17,100	-12%	-$849K	1.23%	36
2014 Q2	$6.43M	Buy	140,436 +603	+0.4%	+$26.6K	1.21%	35
2014 Q1	$6.8M	Sell	139,833 -1,260	-0.9%	-$59.3K	1.34%	31
2013 Q4	$6.02M	Sell	141,093 -10,332	-7%	-$435K	1.13%	35
2013 Q3	$6.33M	Sell	151,425 -66,537	-31%	-$2.94M	1.3%	31
2013 Q2	$12.3M	Buy	+217,962	New	+$12M	2.63%	2

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

Norris Perne & French's ISRG Position: Q2 2026 in Review

Norris Perne & French held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,139 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #104.

Norris Perne & French first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q2 2013. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Norris Perne & French held 1,139 shares of Intuitive Surgical worth $453K as of Q2 2026.
Norris Perne & French left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.03% of Norris Perne & French's portfolio in Q2 2026, its #104 holding.
Norris Perne & French first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
Norris Perne & French's Intuitive Surgical position peaked at $12.3M in Q2 2013.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.