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Petredis Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Petredis Investment Advisors’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 		$4.61M Buy
11,599
+21
+0.2% +$9.18K 0.31% 61
2026
Q1 		$5.34M Sell
11,578
-43
-0.4% -$21.8K 0.44% 51
2025
Q4 		$6.58M Sell
11,621
-144
-1% -$76.7K 0.52% 42
2025
Q3 		$5.26M Sell
11,765
-106
-0.9% -$50.9K 0.42% 47
2025
Q2 		$6.45M Buy
11,871
+155
+1% +$81K 0.56% 41
2025
Q1 		$5.8M Buy
11,716
+122
+1% +$67.5K 0.61% 37
2024
Q4 		$6.05M Sell
11,594
-100
-0.9% -$52.1K 0.63% 34
2024
Q3 		$5.74M Buy
11,694
+40
+0.3% +$18.6K 0.61% 40
2024
Q2 		$5.18M Sell
11,654
-24
-0.2% -$9.56K 0.58% 40
2024
Q1 		$4.66M Buy
11,678
+327
+3% +$124K 0.56% 42
2023
Q4 		$3.83M Sell
11,351
-400
-3% -$119K 0.5% 49
2023
Q3 		$3.43M Buy
11,751
+18
+0.2% +$5.62K 0.49% 51
2023
Q2 		$4.01M Sell
11,733
-40
-0.3% -$12.1K 0.55% 46
2023
Q1 		$3.01M Buy
11,773
+125
+1% +$30.8K 0.47% 56
2022
Q4 		$3.09M Buy
+11,648
New +$2.84M 0.56% 51

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Petredis Investment Advisors's ISRG Position: Q2 2026 in Review

Petredis Investment Advisors increased its Intuitive Surgical (ISRG) stake by 0.18% in Q2 2026, buying an estimated $9.18K and bringing the position to 11,599 shares worth $4.61M. The position accounts for 0.31% of the portfolio, ranked #61.

Petredis Investment Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.58M in Q4 2025. 382 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Petredis Investment Advisors held 11,599 shares of Intuitive Surgical worth $4.61M as of Q2 2026.
  • Petredis Investment Advisors bought 21 Intuitive Surgical shares in Q2 2026, an estimated $9.18K.
  • Intuitive Surgical made up 0.31% of Petredis Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Petredis Investment Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Intuitive Surgical position peaked at $6.58M in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.