Patriot Financial Group Insurance Agency’s Intuitive Surgical ISRG Stock Holding History

Patriot Financial Group Insurance Agency’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	$1.25M	Sell	3,139 -2,703	-46%	-$1.18M	0.13%	188
2026 Q1	$2.69M	Buy	5,842 +2,999	+105%	+$1.52M	0.15%	167
2025 Q4	$1.61M	Sell	2,843 -405	-12%	-$216K	0.19%	141
2025 Q3	$1.45M	Buy	3,248 +2,785	+602%	+$1.34M	0.19%	144
2025 Q2	$252K	Buy	+463	New	+$242K	0.03%	450
2024 Q4	–	Sell	-673	Closed	-$331K	–	514
2024 Q3	$331K	Sell	673 -41	-6%	-$19.1K	0.04%	364
2024 Q2	$318K	Sell	714 -19	-3%	-$7.57K	0.05%	358
2024 Q1	$293K	Buy	+733	New	+$277K	0.05%	373
2022 Q3	–	Sell	-328	Closed	-$66K	–	1159
2022 Q2	$66K	Sell	328 -5	-2%	-$1.17K	0.01%	647
2022 Q1	$100K	Sell	333 -64	-16%	-$18.7K	0.02%	587
2021 Q4	$143K	Buy	397 +37	+10%	+$12.7K	0.02%	543
2021 Q3	$119K	Hold	360	–	–	0.02%	592
2021 Q2	$110K	Sell	360 -18	-5%	-$5.05K	0.02%	595
2021 Q1	$93K	Buy	378 +24	+7%	+$6.04K	0.02%	581
2020 Q4	$97K	Hold	354	–	–	0.02%	507
2020 Q3	$84K	Buy	354 +33	+10%	+$7.41K	0.03%	429
2020 Q2	$61K	Hold	321	–	–	0.02%	469
2020 Q1	$53K	Hold	321	–	–	0.02%	440
2019 Q4	$63K	Sell	321 -30	-9%	-$5.62K	0.02%	431
2019 Q3	$63K	Sell	351 -48	-12%	-$8.3K	0.03%	403
2019 Q2	$71K	Buy	399 +123	+45%	+$21.1K	0.03%	378
2019 Q1	$52K	Buy	276 +6	+2%	+$1.07K	0.03%	376
2018 Q4	$43K	Hold	270	–	–	0.03%	349
2018 Q3	$52K	Buy	270 +90	+50%	+$16K	0.03%	296
2018 Q2	$29K	Sell	180 -108	-38%	-$16.5K	0.03%	236
2018 Q1	$38K	Buy	288 +45	+19%	+$6.28K	0.03%	361
2017 Q4	$32K	Sell	243 -297	-55%	-$37.2K	0.02%	369
2017 Q3	$21K	Buy	540 +360	+200%	+$39.2K	0.02%	395
2017 Q2	$19K	Sell	180 -90	-33%	-$8.65K	0.02%	397
2017 Q1	$23K	Hold	270	–	–	0.02%	333
2016 Q4	$20K	Buy	+270	New	+$19.9K	0.03%	342

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ISRG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Intuitive Surgical (ISRG) stake by 46% in Q2 2026, selling an estimated $1.18M and leaving 3,139 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #188.

Patriot Financial Group Insurance Agency first reported a position in ISRG in Q4 2016 and has held it in 31 quarters since. The position peaked at $2.69M in Q1 2026. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Patriot Financial Group Insurance Agency held 3,139 shares of Intuitive Surgical worth $1.25M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 2,703 Intuitive Surgical shares in Q2 2026, an estimated $1.18M.
Intuitive Surgical made up 0.13% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #188 holding.
Patriot Financial Group Insurance Agency first reported a position in Intuitive Surgical in Q4 2016 and has held it in 31 quarters since.
Patriot Financial Group Insurance Agency's Intuitive Surgical position peaked at $2.69M in Q1 2026.
955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.