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OLIO Financial Planning’s Intuitive Surgical ISRG Stock Holding History

OLIO Financial Planning’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 		$467K Hold
1,175
– – 0.12% 40
2026
Q1 		$542K Hold
1,175
– – 0.15% 34
2025
Q4 		$665K Hold
1,175
– – 0.19% 30
2025
Q3 		$525K Hold
1,175
– – 0.15% 38
2025
Q2 		$639K Hold
1,175
– – 0.2% 32
2025
Q1 		$582K Buy
+1,175
New +$650K 0.2% 30

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
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OLIO Financial Planning's ISRG Position: Q2 2026 in Review

OLIO Financial Planning held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,175 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #40.

OLIO Financial Planning first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $665K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • OLIO Financial Planning held 1,175 shares of Intuitive Surgical worth $467K as of Q2 2026.
  • OLIO Financial Planning left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.12% of OLIO Financial Planning's portfolio in Q2 2026, its #40 holding.
  • OLIO Financial Planning first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • OLIO Financial Planning's Intuitive Surgical position peaked at $665K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.