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One Wealth Capital Management’s Intuitive Surgical ISRG Stock Holding History

One Wealth Capital 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 		$869K Buy
2,186
+1,168
+115% +$510K 0.24% 57
2026
Q1 		$475K Sell
1,018
-491
-33% -$248K 0.21% 57
2025
Q4 		$855K Buy
1,509
+920
+156% +$490K 0.36% 42
2025
Q3 		$263K Buy
589
+69
+13% +$33.1K 0.12% 97
2025
Q2 		$283K Sell
520
-28
-5% -$14.6K 0.13% 84
2025
Q1 		$271K Buy
548
+60
+12% +$33.2K 0.15% 82
2024
Q4 		$255K Buy
+488
New +$254K 0.13% 84

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

One Wealth Capital Management's ISRG Position: Q2 2026 in Review

One Wealth Capital Management increased its Intuitive Surgical (ISRG) stake by 115% in Q2 2026, buying an estimated $510K and bringing the position to 2,186 shares worth $869K. The position accounts for 0.24% of the portfolio, ranked #57.

One Wealth Capital Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • One Wealth Capital Management held 2,186 shares of Intuitive Surgical worth $869K as of Q2 2026.
  • One Wealth Capital Management bought 1,168 Intuitive Surgical shares in Q2 2026, an estimated $510K.
  • Intuitive Surgical made up 0.24% of One Wealth Capital Management's portfolio in Q2 2026, its #57 holding.
  • One Wealth Capital Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.