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 Q3	$567K	Sell	1,394 -589	-30%	-$225K	0.01%	293
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Perpetual Ltd's ISRG Position: Q3 2026 in Review

Perpetual Ltd reduced its Intuitive Surgical (ISRG) stake by 30% in Q3 2026, selling an estimated $225K and leaving 1,394 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #293.

Perpetual Ltd first reported a position in ISRG in Q1 2020 and has held it in 10 quarters since. The position peaked at $59.4M in Q1 2025. 1,091 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Perpetual Ltd held 1,394 shares of Intuitive Surgical worth $567K as of Q3 2026.
Perpetual Ltd sold 589 Intuitive Surgical shares in Q3 2026, an estimated $225K.
Intuitive Surgical made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #293 holding.
Perpetual Ltd first reported a position in Intuitive Surgical in Q1 2020 and has held it in 10 quarters since.
Perpetual Ltd's Intuitive Surgical position peaked at $59.4M in Q1 2025.
1,091 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.