Petros Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Petros Family Wealth’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	$917K	Buy	2,305 +473	+26%	+$207K	0.56%	48
2026 Q1	$845K	Sell	1,832 -84	-4%	-$42.5K	0.6%	48
2025 Q4	$1.09M	Sell	1,916 -198	-9%	-$105K	0.72%	42
2025 Q3	$945K	Sell	2,114 -227	-10%	-$109K	0.79%	36
2025 Q2	$1.27M	Buy	2,341 +182	+8%	+$95.2K	1.16%	20
2025 Q1	$1.07M	Buy	2,159 +88	+4%	+$48.7K	1.18%	19
2024 Q4	$1.08M	Buy	+2,071	New	+$1.08M	1.17%	20

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

Petros Family Wealth's ISRG Position: Q2 2026 in Review

Petros Family Wealth increased its Intuitive Surgical (ISRG) stake by 26% in Q2 2026, buying an estimated $207K and bringing the position to 2,305 shares worth $917K. The position accounts for 0.56% of the portfolio, ranked #48.

Petros Family Wealth first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q2 2025. 702 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Petros Family Wealth held 2,305 shares of Intuitive Surgical worth $917K as of Q2 2026.
Petros Family Wealth bought 473 Intuitive Surgical shares in Q2 2026, an estimated $207K.
Intuitive Surgical made up 0.56% of Petros Family Wealth's portfolio in Q2 2026, its #48 holding.
Petros Family Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Intuitive Surgical position peaked at $1.27M in Q2 2025.
702 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.