Northwest Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Northwest Wealth 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	$228K	Buy	574 +15	+3%	+$6.55K	0.03%	239
2026 Q1	$258K	Buy	559 +18	+3%	+$9.11K	0.04%	206
2025 Q4	$306K	Sell	541 -8	-1%	-$4.26K	0.05%	184
2025 Q3	$246K	Buy	549 +6	+1%	+$2.88K	0.04%	183
2025 Q2	$295K	Hold	543	–	–	0.05%	148
2025 Q1	$269K	Buy	543 +2	+0.4%	+$1.11K	0.05%	146
2024 Q4	$282K	Sell	541 -4	-0.7%	-$2.08K	0.06%	127
2024 Q3	$268K	Hold	545	–	–	0.06%	129
2024 Q2	$242K	Buy	545 +4	+0.7%	+$1.59K	0.06%	143
2024 Q1	$216K	Buy	+541	New	+$204K	0.06%	159
2023 Q4	–	Sell	-922	Closed	-$269K	–	163
2023 Q3	$269K	Buy	922 +1	+0.1%	+$312	0.1%	123
2023 Q2	$315K	Sell	921 -1	-0.1%	-$303	0.11%	111
2023 Q1	$236K	Buy	+922	New	+$227K	0.09%	135

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

Northwest Wealth Management's ISRG Position: Q2 2026 in Review

Northwest Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.7% in Q2 2026, buying an estimated $6.55K and bringing the position to 574 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #239.

Northwest Wealth Management first reported a position in ISRG in Q1 2023 and has held it in 13 quarters since. The position peaked at $315K in Q2 2023. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Northwest Wealth Management held 574 shares of Intuitive Surgical worth $228K as of Q2 2026.
Northwest Wealth Management bought 15 Intuitive Surgical shares in Q2 2026, an estimated $6.55K.
Intuitive Surgical made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #239 holding.
Northwest Wealth Management first reported a position in Intuitive Surgical in Q1 2023 and has held it in 13 quarters since.
Northwest Wealth Management's Intuitive Surgical position peaked at $315K in Q2 2023.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.