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Rational Advisors’s Intuitive Surgical ISRG Stock Holding History

Rational Advisors’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 		$52.1K Buy
131
+14
+12% +$6.12K ﹤0.01% 138
2026
Q1 		$53.9K Sell
117
-1,548
-93% -$783K 0.01% 122
2025
Q4 		$943K Buy
1,665
+530
+47% +$282K 0.1% 94
2025
Q3 		$508K Buy
1,135
+1,063
+1,476% +$510K 0.05% 104
2025
Q2 		$39.1K Sell
72
-1,428
-95% -$747K ﹤0.01% 137
2025
Q1 		$743K Buy
+1,500
New +$830K 0.08% 89
2024
Q2 		– Sell
-2,400
Closed -$958K – 213
2024
Q1 		$958K Buy
+2,400
New +$907K 0.09% 82
2020
Q4 		– Sell
-24
Closed -$6K – 409
2020
Q3 		$6K Sell
24
-72
-75% -$16.2K ﹤0.01% 348
2020
Q2 		$18K Buy
+96
New +$17.2K 0.01% 290
2020
Q1 		– Sell
-3,615
Closed -$713K – 341
2019
Q4 		$713K Buy
3,615
+3,546
+5,139% +$664K 0.33% 84
2019
Q3 		$12K Sell
69
-24
-26% -$4.15K ﹤0.01% 488
2019
Q2 		$16K Sell
93
-261
-74% -$44.7K 0.01% 463
2019
Q1 		$67K Buy
354
+312
+743% +$55.5K 0.02% 292
2018
Q4 		$7K Sell
42
-93
-69% -$15.8K ﹤0.01% 410
2018
Q3 		$26K Sell
135
-210
-61% -$37.3K 0.01% 336
2018
Q2 		$55K Buy
345
+174
+102% +$26.5K 0.03% 258
2018
Q1 		$24K Buy
+171
New +$23.9K 0.01% 317
2015
Q3 		$152K Buy
2,979
+585
+24% +$33.1K 0.06% 182
2015
Q2 		$129K Sell
2,394
-162
-6% -$9.06K 0.04% 198
2015
Q1 		$143K Sell
2,556
-882
-26% -$49.9K 0.03% 205
2014
Q4 		$202K Buy
+3,438
New +$191K 0.04% 217
2013
Q4 		$8K Sell
189
-9
-5% -$379 ﹤0.01% 826
2013
Q3 		$8K Hold
198
– – ﹤0.01% 850
2013
Q2 		$11K Buy
+198
New +$10.9K ﹤0.01% 820

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

Rational Advisors's ISRG Position: Q2 2026 in Review

Rational Advisors increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $6.12K and bringing the position to 131 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Rational Advisors first reported a position in ISRG in Q2 2013 and has held it in 24 quarters since. The position peaked at $958K in Q1 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Rational Advisors held 131 shares of Intuitive Surgical worth $52.1K as of Q2 2026.
  • Rational Advisors bought 14 Intuitive Surgical shares in Q2 2026, an estimated $6.12K.
  • Intuitive Surgical made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #138 holding.
  • Rational Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 24 quarters since.
  • Rational Advisors's Intuitive Surgical position peaked at $958K in Q1 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.