Physician Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Physician Wealth 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	$25.9K	Sell	65 -105	-62%	-$45.9K	﹤0.01%	593
2026 Q1	$78.4K	Sell	170 -8	-4%	-$4.05K	0.01%	319
2025 Q4	$101K	Sell	178 -697	-80%	-$371K	0.01%	276
2025 Q3	$391K	Buy	875 +71	+9%	+$34.1K	0.06%	122
2025 Q2	$437K	Buy	804 +54	+7%	+$28.2K	0.07%	108
2025 Q1	$371K	Sell	750 -39	-5%	-$21.6K	0.06%	119
2024 Q4	$412K	Buy	789 +3	+0.4%	+$1.56K	0.07%	110
2024 Q3	$376K	Sell	786 -38	-5%	-$17.7K	0.07%	114
2024 Q2	$361K	Sell	824 -25	-3%	-$9.96K	0.07%	112
2024 Q1	$321K	Hold	849	–	–	0.07%	123
2023 Q4	$319K	Sell	849 -2	-0.2%	-$596	0.07%	117
2023 Q3	$251K	Hold	851	–	–	0.06%	127
2023 Q2	$286K	Sell	851 -58	-6%	-$17.5K	0.07%	115
2023 Q1	$271K	Hold	909	–	–	0.07%	121
2022 Q4	$235K	Buy	+909	New	+$222K	0.06%	137
2022 Q1	–	Sell	-695	Closed	-$225K	–	160
2021 Q4	$225K	Sell	695 -1,390	-67%	-$478K	0.06%	148
2021 Q3	$230K	Buy	+2,085	New	+$700K	0.06%	145

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Physician Wealth Advisors's ISRG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 62% in Q2 2026, selling an estimated $45.9K and leaving 65 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Physician Wealth Advisors first reported a position in ISRG in Q3 2021 and has held it in 17 quarters since. The position peaked at $437K in Q2 2025. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Physician Wealth Advisors held 65 shares of Intuitive Surgical worth $25.9K as of Q2 2026.
Physician Wealth Advisors sold 105 Intuitive Surgical shares in Q2 2026, an estimated $45.9K.
Intuitive Surgical made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #593 holding.
Physician Wealth Advisors first reported a position in Intuitive Surgical in Q3 2021 and has held it in 17 quarters since.
Physician Wealth Advisors's Intuitive Surgical position peaked at $437K in Q2 2025.
955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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