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Northeast Investment Management’s Intuitive Surgical ISRG Stock Holding History

Northeast Investment Management’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 		$33.9M Sell
85,366
-8,087
-9% -$3.53M 1.25% 25
2026
Q1 		$43.1M Buy
93,453
+207
+0.2% +$105K 1.78% 16
2025
Q4 		$52.8M Sell
93,246
-492
-0.5% -$262K 2.06% 13
2025
Q3 		$41.9M Buy
93,738
+32
+0% +$15.4K 1.69% 14
2025
Q2 		$50.9M Buy
93,706
+1,232
+1% +$644K 2.18% 12
2025
Q1 		$45.8M Buy
92,474
+3,304
+4% +$1.83M 2.13% 13
2024
Q4 		$46.5M Buy
89,170
+2,685
+3% +$1.4M 2.07% 12
2024
Q3 		$42.5M Buy
86,485
+3,300
+4% +$1.54M 1.9% 19
2024
Q2 		$37M Buy
83,185
+3,874
+5% +$1.54M 1.74% 18
2024
Q1 		$31.7M Buy
79,311
+3,671
+5% +$1.39M 1.56% 21
2023
Q4 		$25.5M Sell
75,640
-2,272
-3% -$677K 1.37% 26
2023
Q3 		$22.8M Sell
77,912
-3,278
-4% -$1.02M 1.34% 25
2023
Q2 		$27.8M Sell
81,190
-1,034
-1% -$313K 1.56% 23
2023
Q1 		$21M Sell
82,224
-564
-0.7% -$139K 1.27% 26
2022
Q4 		$22M Sell
82,788
-832
-1% -$203K 1.4% 26
2022
Q3 		$15.7M Buy
83,620
+550
+0.7% +$118K 1.06% 32
2022
Q2 		$16.7M Buy
83,070
+698
+0.8% +$164K 1.06% 30
2022
Q1 		$24.9M Buy
82,372
+1,176
+1% +$344K 1.31% 25
2021
Q4 		$29.2M Sell
81,196
-314
-0.4% -$108K 1.42% 24
2021
Q3 		$27M Sell
81,510
-198
-0.2% -$66.5K 1.44% 25
2021
Q2 		$25M Sell
81,708
-222
-0.3% -$62.3K 1.35% 25
2021
Q1 		$20.2M Buy
81,930
+318
+0.4% +$80K 1.19% 28
2020
Q4 		$22.3M Sell
81,612
-405
-0.5% -$101K 1.35% 25
2020
Q3 		$19.4M Sell
82,017
-1,620
-2% -$364K 1.29% 25
2020
Q2 		$15.9M Sell
83,637
-723
-0.9% -$130K 1.19% 28
2020
Q1 		$13.9M Sell
84,360
-5,739
-6% -$1.05M 1.28% 25
2019
Q4 		$17.8M Buy
90,099
+1,758
+2% +$329K 1.31% 24
2019
Q3 		$15.9M Buy
88,341
+228
+0.3% +$39.4K 1.27% 24
2019
Q2 		$15.4M Buy
88,113
+3,693
+4% +$633K 1.22% 26
2019
Q1 		$16.1M Buy
84,420
+1,605
+2% +$285K 1.35% 25
2018
Q4 		$13.2M Buy
82,815
+1,161
+1% +$197K 1.27% 27
2018
Q3 		$15.6M Buy
81,654
+14,601
+22% +$2.59M 1.25% 29
2018
Q2 		$10.7M Buy
67,053
+25,632
+62% +$3.91M 0.9% 38
2018
Q1 		$5.7M Buy
41,421
+8,922
+27% +$1.25M 0.5% 58
2017
Q4 		$3.95M Buy
32,499
+11,880
+58% +$1.49M 0.33% 69
2017
Q3 		$2.4M Buy
20,619
+1,503
+8% +$164K 0.21% 76
2017
Q2 		$1.99M Buy
19,116
+441
+2% +$42.4K 0.18% 78
2017
Q1 		$1.59M Sell
18,675
-261
-1% -$20.6K 0.15% 84
2016
Q4 		$1.33M Sell
18,936
-243
-1% -$17.9K 0.13% 89
2016
Q3 		$1.54M Buy
19,179
+6,048
+46% +$463K 0.15% 87
2016
Q2 		$965K Buy
13,131
+1,269
+11% +$89.3K 0.1% 97
2016
Q1 		$792K Buy
11,862
+837
+8% +$51.9K 0.08% 105
2015
Q4 		$669K Hold
11,025
– – 0.07% 110
2015
Q3 		$563K Hold
11,025
– – 0.06% 110
2015
Q2 		$594K Sell
11,025
-1,170
-10% -$65.5K 0.06% 111
2015
Q1 		$684K Hold
12,195
– – 0.07% 112
2014
Q4 		$717K Sell
12,195
-3,555
-23% -$198K 0.07% 114
2014
Q3 		$808K Sell
15,750
-1,800
-10% -$89.4K 0.08% 113
2014
Q2 		$803K Hold
17,550
– – 0.08% 111
2014
Q1 		$854K Buy
17,550
+2,772
+19% +$131K 0.09% 109
2013
Q4 		$631K Sell
14,778
-855
-5% -$36K 0.07% 114
2013
Q3 		$654K Sell
15,633
-2,196
-12% -$97K 0.08% 107
2013
Q2 		$1M Buy
+17,829
New +$982K 0.13% 91

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Northeast Investment Management's ISRG Position: Q2 2026 in Review

Northeast Investment Management reduced its Intuitive Surgical (ISRG) stake by 8.7% in Q2 2026, selling an estimated $3.53M and leaving 85,366 shares worth $33.9M. The position accounts for 1.25% of the portfolio, ranked #25.

Northeast Investment Management first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.8M in Q4 2025. 382 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Northeast Investment Management held 85,366 shares of Intuitive Surgical worth $33.9M as of Q2 2026.
  • Northeast Investment Management sold 8,087 Intuitive Surgical shares in Q2 2026, an estimated $3.53M.
  • Intuitive Surgical made up 1.25% of Northeast Investment Management's portfolio in Q2 2026, its #25 holding.
  • Northeast Investment Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
  • Northeast Investment Management's Intuitive Surgical position peaked at $52.8M in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.