Rainier Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Rainier Family Wealth’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	$328K	Sell	826 -43	-5%	-$18.8K	0.19%	77
2026 Q1	$401K	Sell	869 -33	-4%	-$16.7K	0.27%	65
2025 Q4	$511K	Sell	902 -185	-17%	-$98.5K	0.39%	49
2025 Q3	$486K	Buy	1,087 +250	+30%	+$120K	0.43%	47
2025 Q2	$455K	Buy	837 +30	+4%	+$15.7K	0.45%	47
2025 Q1	$400K	Hold	807	–	–	0.47%	49
2024 Q4	$421K	Buy	+807	New	+$420K	0.51%	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

Rainier Family Wealth's ISRG Position: Q2 2026 in Review

Rainier Family Wealth reduced its Intuitive Surgical (ISRG) stake by 4.9% in Q2 2026, selling an estimated $18.8K and leaving 826 shares worth $328K. The position accounts for 0.19% of the portfolio, ranked #77.

Rainier Family Wealth first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Rainier Family Wealth held 826 shares of Intuitive Surgical worth $328K as of Q2 2026.
Rainier Family Wealth sold 43 Intuitive Surgical shares in Q2 2026, an estimated $18.8K.
Intuitive Surgical made up 0.19% of Rainier Family Wealth's portfolio in Q2 2026, its #77 holding.
Rainier Family Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Rainier Family Wealth's Intuitive Surgical position peaked at $511K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.