PFG Investments’s Intuitive Surgical ISRG Stock Holding History

PFG Investments’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	$1.75M	Sell	4,389 -97	-2%	-$42.4K	0.07%	244
2026 Q1	$2.07M	Buy	4,486 +21	+0.5%	+$10.6K	0.1%	187
2025 Q4	$2.53M	Sell	4,465 -6	-0.1%	-$3.19K	0.12%	155
2025 Q3	$2M	Sell	4,471 -110	-2%	-$52.8K	0.1%	182
2025 Q2	$2.49M	Sell	4,581 -217	-5%	-$113K	0.15%	132
2025 Q1	$2.38M	Buy	4,798 +873	+22%	+$483K	0.15%	128
2024 Q4	$2.05M	Buy	3,925 +326	+9%	+$170K	0.13%	152
2024 Q3	$1.77M	Buy	3,599 +289	+9%	+$135K	0.11%	177
2024 Q2	$1.47M	Buy	3,310 +517	+19%	+$206K	0.11%	189
2024 Q1	$1.11M	Buy	2,793 +870	+45%	+$329K	0.07%	308
2023 Q4	$649K	Hold	1,923	–	–	0.12%	195
2023 Q3	$562K	Buy	1,923 +26	+1%	+$8.12K	0.11%	210
2023 Q2	$649K	Buy	1,897 +62	+3%	+$18.8K	0.12%	195
2023 Q1	$469K	Buy	+1,835	New	+$452K	0.1%	248

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

PFG Investments's ISRG Position: Q2 2026 in Review

PFG Investments reduced its Intuitive Surgical (ISRG) stake by 2.2% in Q2 2026, selling an estimated $42.4K and leaving 4,389 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #244.

PFG Investments first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.53M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

PFG Investments held 4,389 shares of Intuitive Surgical worth $1.75M as of Q2 2026.
PFG Investments sold 97 Intuitive Surgical shares in Q2 2026, an estimated $42.4K.
Intuitive Surgical made up 0.07% of PFG Investments's portfolio in Q2 2026, its #244 holding.
PFG Investments first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Intuitive Surgical position peaked at $2.53M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.