Putney Financial Group’s Intuitive Surgical ISRG Stock Holding History

Putney Financial 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	$239K	Sell	600 -10	-2%	-$4.37K	0.21%	67
2026 Q1	$281K	Sell	610 -30	-5%	-$15.2K	0.28%	66
2025 Q4	$362K	Sell	640 -10	-2%	-$5.32K	0.34%	54
2025 Q3	$291K	Sell	650 -32	-5%	-$15.4K	0.29%	58
2025 Q2	$371K	Hold	682	–	–	0.37%	43
2025 Q1	$338K	Hold	682	–	–	0.36%	47
2024 Q4	$356K	Buy	+682	New	+$355K	0.32%	49

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

Putney Financial Group's ISRG Position: Q2 2026 in Review

Putney Financial Group reduced its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, selling an estimated $4.37K and leaving 600 shares worth $239K. The position accounts for 0.21% of the portfolio, ranked #67.

Putney Financial Group first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Putney Financial Group held 600 shares of Intuitive Surgical worth $239K as of Q2 2026.
Putney Financial Group sold 10 Intuitive Surgical shares in Q2 2026, an estimated $4.37K.
Intuitive Surgical made up 0.21% of Putney Financial Group's portfolio in Q2 2026, its #67 holding.
Putney Financial Group first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Putney Financial Group's Intuitive Surgical position peaked at $371K in Q2 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.