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Prospera Financial Services’s Intuitive Surgical ISRG Stock Holding History

Prospera Financial Services’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 		$2.09M Sell
5,264
-776
-13% -$339K 0.03% 506
2026
Q1 		$2.78M Sell
6,040
-996
-14% -$504K 0.04% 413
2025
Q4 		$3.98M Sell
7,036
-27
-0.4% -$14.4K 0.07% 295
2025
Q3 		$3.16M Sell
7,063
-13,590
-66% -$6.52M 0.05% 358
2025
Q2 		$11.2M Sell
20,653
-1,028
-5% -$538K 0.21% 104
2025
Q1 		$10.7M Buy
21,681
+3,317
+18% +$1.83M 0.25% 93
2024
Q4 		$9.58M Buy
18,364
+1,126
+7% +$586K 0.22% 98
2024
Q3 		$8.47M Buy
17,238
+12,510
+265% +$5.82M 0.22% 101
2024
Q2 		$2.1M Buy
4,728
+979
+26% +$390K 0.06% 328
2024
Q1 		$1.5M Sell
3,749
-1,494
-28% -$565K 0.04% 396
2023
Q4 		$1.77M Sell
5,243
-342
-6% -$102K 0.06% 334
2023
Q3 		$1.63M Sell
5,585
-138
-2% -$43.1K 0.06% 307
2023
Q2 		$1.96M Buy
5,723
+271
+5% +$82K 0.07% 271
2023
Q1 		$1.39M Sell
5,452
-887
-14% -$219K 0.06% 331
2022
Q4 		$1.68M Buy
6,339
+1,155
+22% +$282K 0.08% 260
2022
Q3 		$972K Sell
5,184
-99
-2% -$21.3K 0.05% 372
2022
Q2 		$1.06M Buy
5,283
+383
+8% +$89.9K 0.05% 363
2022
Q1 		$1.48M Buy
4,900
+3,187
+186% +$931K 0.06% 337
2021
Q4 		$616K Buy
1,713
+621
+57% +$214K 0.03% 514
2021
Q3 		$362K Sell
1,092
-117
-10% -$39.3K 0.02% 617
2021
Q2 		$370K Buy
1,209
+24
+2% +$6.73K 0.02% 607
2021
Q1 		$292K Buy
1,185
+162
+16% +$40.8K 0.02% 627
2020
Q4 		$279K Buy
1,023
+384
+60% +$95.3K 0.02% 554
2020
Q3 		$151K Buy
+639
New +$143K 0.06% 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

Prospera Financial Services's ISRG Position: Q2 2026 in Review

Prospera Financial Services reduced its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, selling an estimated $339K and leaving 5,264 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #506.

Prospera Financial Services first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.2M in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Prospera Financial Services held 5,264 shares of Intuitive Surgical worth $2.09M as of Q2 2026.
  • Prospera Financial Services sold 776 Intuitive Surgical shares in Q2 2026, an estimated $339K.
  • Intuitive Surgical made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #506 holding.
  • Prospera Financial Services first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Prospera Financial Services's Intuitive Surgical position peaked at $11.2M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.