QWM
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Quaker Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-108
Closed -$53.5K – 1278
2025
Q1 		$53.5K Buy
+108
New +$59.7K 0.02% 148

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
New York State Common Retirement Fund
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
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

Quaker Wealth Management's ISRG Position: Q2 2026 in Review

Quaker Wealth Management reduced its Intuitive Surgical (ISRG) stake by 4.3% in Q2 2026, selling an estimated $5.24K and leaving 270 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #104.

Quaker Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $275K in Q2 2025. 837 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Quaker Wealth Management held 270 shares of Intuitive Surgical worth $107K as of Q2 2026.
  • Quaker Wealth Management sold 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.03% of Quaker Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Quaker Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Intuitive Surgical position peaked at $275K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.