Perpetual Ltd’s Intuitive Surgical ISRG Stock Holding History

Perpetual Ltd’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	$789K	Sell	1,983 -102	-5%	-$44.6K	0.01%	256
2026 Q1	$961K	Buy	2,085 +255	+14%	+$129K	0.01%	220
2025 Q4	$1.04M	Buy	1,830 +973	+114%	+$518K	0.02%	234
2025 Q3	$383K	Sell	857 -101,199	-99%	-$48.6M	﹤0.01%	351
2025 Q2	$55.5M	Sell	102,056 -17,866	-15%	-$9.34M	0.65%	46
2025 Q1	$59.4M	Buy	+119,922	New	+$66.3M	0.72%	48
2020 Q3	$5.75M	Hold	24,309	–	–	0.41%	102
2020 Q2	$4.62M	Hold	24,309	–	–	0.43%	68
2020 Q1	$4.01M	Buy	+24,309	New	+$4.45M	0.57%	68

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

Perpetual Ltd's ISRG Position: Q2 2026 in Review

Perpetual Ltd reduced its Intuitive Surgical (ISRG) stake by 4.9% in Q2 2026, selling an estimated $44.6K and leaving 1,983 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #256.

Perpetual Ltd first reported a position in ISRG in Q1 2020 and has held it in 9 quarters since. The position peaked at $59.4M in Q1 2025. 654 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Perpetual Ltd held 1,983 shares of Intuitive Surgical worth $789K as of Q2 2026.
Perpetual Ltd sold 102 Intuitive Surgical shares in Q2 2026, an estimated $44.6K.
Intuitive Surgical made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #256 holding.
Perpetual Ltd first reported a position in Intuitive Surgical in Q1 2020 and has held it in 9 quarters since.
Perpetual Ltd's Intuitive Surgical position peaked at $59.4M in Q1 2025.
654 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.