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Portside Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Portside Wealth Group’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 		$1.65M Sell
4,137
-281
-6% -$123K 0.19% 123
2026
Q1 		$2.04M Sell
4,418
-1,205
-21% -$610K 0.28% 86
2025
Q4 		$3.18M Buy
5,623
+3,652
+185% +$1.94M 0.43% 55
2025
Q3 		$881K Buy
1,971
+80
+4% +$38.4K 0.12% 177
2025
Q2 		$1.03M Buy
1,891
+230
+14% +$120K 0.15% 143
2025
Q1 		$823K Buy
1,661
+305
+22% +$169K 0.13% 172
2024
Q4 		$708K Buy
1,356
+191
+16% +$99.5K 0.12% 183
2024
Q3 		$572K Buy
1,165
+156
+15% +$72.6K 0.1% 209
2024
Q2 		$449K Buy
1,009
+110
+12% +$43.8K 0.09% 225
2024
Q1 		$359K Buy
899
+83
+10% +$31.4K 0.07% 250
2023
Q4 		$275K Buy
816
+62
+8% +$18.5K 0.05% 280
2023
Q3 		$221K Buy
+754
New +$235K 0.04% 300

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
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Portside Wealth Group's ISRG Position: Q2 2026 in Review

Portside Wealth Group reduced its Intuitive Surgical (ISRG) stake by 6.4% in Q2 2026, selling an estimated $123K and leaving 4,137 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #123.

Portside Wealth Group first reported a position in ISRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.18M in Q4 2025. 637 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Portside Wealth Group held 4,137 shares of Intuitive Surgical worth $1.65M as of Q2 2026.
  • Portside Wealth Group sold 281 Intuitive Surgical shares in Q2 2026, an estimated $123K.
  • Intuitive Surgical made up 0.19% of Portside Wealth Group's portfolio in Q2 2026, its #123 holding.
  • Portside Wealth Group first reported a position in Intuitive Surgical in Q3 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's Intuitive Surgical position peaked at $3.18M in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.