RFN
ISRG icon

RDA Financial Network’s Intuitive Surgical ISRG Stock Holding History

RDA Financial Network’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 		$3.37M Buy
8,479
+1,328
+19% +$580K 0.74% 36
2026
Q1 		$3.3M Buy
7,151
+330
+5% +$167K 0.82% 24
2025
Q4 		$3.86M Sell
6,821
-3,748
-35% -$2M 0.93% 22
2025
Q3 		$4.73M Buy
10,569
+551
+6% +$264K 1.17% 15
2025
Q2 		$5.44M Sell
10,018
-40
-0.4% -$20.9K 1.47% 12
2025
Q1 		$4.98M Buy
10,058
+2,091
+26% +$1.16M 1.49% 12
2024
Q4 		$4.16M Sell
7,967
-302
-4% -$157K 1.21% 14
2024
Q3 		$4.06M Buy
8,269
+102
+1% +$47.5K 1.26% 15
2024
Q2 		$3.63M Buy
8,167
+183
+2% +$72.9K 1.19% 18
2024
Q1 		$3.19M Buy
7,984
+93
+1% +$35.1K 1.09% 24
2023
Q4 		$2.66M Sell
7,891
-1,061
-12% -$316K 1.01% 27
2023
Q3 		$2.62M Buy
8,952
+487
+6% +$152K 1.13% 25
2023
Q2 		$2.89M Buy
8,465
+532
+7% +$161K 1.22% 20
2023
Q1 		$2.03M Buy
7,933
+307
+4% +$75.6K 0.92% 29
2022
Q4 		$2.02M Buy
7,626
+492
+7% +$120K 1.02% 26
2022
Q3 		$1.34M Buy
7,134
+423
+6% +$90.8K 0.73% 42
2022
Q2 		$1.35M Buy
6,711
+455
+7% +$107K 0.68% 49
2022
Q1 		$1.89M Buy
6,256
+860
+16% +$251K 0.8% 36
2021
Q4 		$1.94M Buy
5,396
+4,487
+494% +$1.54M 0.79% 37
2021
Q3 		$301K Buy
909
+60
+7% +$20.1K 0.13% 169
2021
Q2 		$260K Buy
+849
New +$238K 0.11% 182

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return