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Regent Peak Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Regent Peak Wealth 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 		$318K Buy
800
+54
+7% +$23.6K 0.06% 144
2026
Q1 		$344K Sell
746
-14
-2% -$7.08K 0.07% 128
2025
Q4 		$430K Buy
760
+40
+6% +$21.3K 0.08% 106
2025
Q3 		$322K Buy
+720
New +$346K 0.06% 127
2025
Q1 		$344K Sell
695
-16
-2% -$8.85K 0.08% 107
2024
Q4 		$371K Buy
711
+10
+1% +$5.21K 0.08% 103
2024
Q3 		$344K Buy
701
+4
+0.6% +$1.86K 0.08% 111
2024
Q2 		$310K Buy
697
+19
+3% +$7.57K 0.07% 118
2024
Q1 		$271K Sell
678
-9
-1% -$3.4K 0.07% 129
2023
Q4 		$232K Buy
+687
New +$205K 0.06% 136
2023
Q3 		– Sell
-671
Closed -$229K – 162
2023
Q2 		$229K Buy
+671
New +$203K 0.07% 134
2023
Q1 		– Sell
-1,058
Closed -$281K – 168
2022
Q4 		$281K Buy
+1,058
New +$258K 0.09% 122
2022
Q2 		– Sell
-718
Closed -$217K – 164
2022
Q1 		$217K Sell
718
-9
-1% -$2.63K 0.06% 153
2021
Q4 		$261K Sell
727
-17
-2% -$5.85K 0.07% 142
2021
Q3 		$247K Buy
744
+15
+2% +$5.04K 0.07% 148
2021
Q2 		$241K Buy
+729
New +$205K 0.07% 151
2021
Q1 		– Sell
-543
Closed -$148K – 554
2020
Q4 		$148K Buy
+543
New +$135K 0.05% 172

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Regent Peak Wealth Advisors's ISRG Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 7.2% in Q2 2026, buying an estimated $23.6K and bringing the position to 800 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #144.

Regent Peak Wealth Advisors first reported a position in ISRG in Q4 2020 and has held it in 17 quarters since. The position peaked at $430K in Q4 2025. 485 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Regent Peak Wealth Advisors held 800 shares of Intuitive Surgical worth $318K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 54 Intuitive Surgical shares in Q2 2026, an estimated $23.6K.
  • Intuitive Surgical made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Regent Peak Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 17 quarters since.
  • Regent Peak Wealth Advisors's Intuitive Surgical position peaked at $430K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.