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Penobscot Investment Management’s Intuitive Surgical ISRG Stock Holding History

Penobscot 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 		$4.02M Buy
10,106
+889
+10% +$388K 0.28% 84
2026
Q1 		$4.25M Buy
9,217
+303
+3% +$153K 0.33% 72
2025
Q4 		$5.05M Buy
8,914
+761
+9% +$405K 0.38% 63
2025
Q3 		$3.65M Buy
8,153
+828
+11% +$397K 0.28% 77
2025
Q2 		$3.98M Buy
7,325
+4,356
+147% +$2.28M 0.34% 66
2025
Q1 		$1.47M Sell
2,969
-99
-3% -$54.7K 0.14% 137
2024
Q4 		$1.6M Sell
3,068
-25
-0.8% -$13K 0.15% 124
2024
Q3 		$1.52M Hold
3,093
– – 0.14% 133
2024
Q2 		$1.38M Buy
3,093
+663
+27% +$264K 0.13% 134
2024
Q1 		$970K Buy
2,430
+75
+3% +$28.3K 0.1% 154
2023
Q4 		$794K Buy
2,355
+315
+15% +$93.9K 0.09% 165
2023
Q3 		$596K Buy
2,040
+1,365
+202% +$426K 0.08% 168
2023
Q2 		$231K Buy
+675
New +$204K 0.04% 216
2022
Q2 		– Sell
-675
Closed -$204K – 232
2022
Q1 		$204K Hold
675
– – 0.03% 237
2021
Q4 		$243K Hold
675
– – 0.03% 226
2021
Q3 		$224K Hold
675
– – 0.03% 224
2021
Q2 		$207K Buy
+675
New +$189K 0.03% 232
2019
Q2 		– Sell
-1,425
Closed -$271K – 197
2019
Q1 		$271K Buy
+1,425
New +$253K 0.06% 170

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

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

Penobscot Investment Management increased its Intuitive Surgical (ISRG) stake by 9.6% in Q2 2026, buying an estimated $388K and bringing the position to 10,106 shares worth $4.02M. The position accounts for 0.28% of the portfolio, ranked #84.

Penobscot Investment Management first reported a position in ISRG in Q1 2019 and has held it in 18 quarters since. The position peaked at $5.05M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Penobscot Investment Management held 10,106 shares of Intuitive Surgical worth $4.02M as of Q2 2026.
  • Penobscot Investment Management bought 889 Intuitive Surgical shares in Q2 2026, an estimated $388K.
  • Intuitive Surgical made up 0.28% of Penobscot Investment Management's portfolio in Q2 2026, its #84 holding.
  • Penobscot Investment Management first reported a position in Intuitive Surgical in Q1 2019 and has held it in 18 quarters since.
  • Penobscot Investment Management's Intuitive Surgical position peaked at $5.05M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.