Relyea Zuckerberg Hanson’s Intuitive Surgical ISRG Stock Holding History

Relyea Zuckerberg Hanson’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	$291K	Sell	731 -135	-16%	-$59K	0.02%	244
2026 Q1	$399K	Buy	866 +86	+11%	+$43.5K	0.04%	183
2025 Q4	$442K	Buy	780 +261	+50%	+$139K	0.04%	177
2025 Q3	$232K	Sell	519 -208	-29%	-$99.8K	0.02%	245
2025 Q2	$395K	Buy	727 +143	+24%	+$74.8K	0.05%	183
2025 Q1	$289K	Sell	584 -22	-4%	-$12.2K	0.04%	204
2024 Q4	$316K	Buy	606 +51	+9%	+$26.6K	0.04%	197
2024 Q3	$273K	Buy	555 +60	+12%	+$27.9K	0.04%	205
2024 Q2	$220K	Buy	+495	New	+$197K	0.04%	215

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

Relyea Zuckerberg Hanson's ISRG Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Intuitive Surgical (ISRG) stake by 16% in Q2 2026, selling an estimated $59K and leaving 731 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #244.

Relyea Zuckerberg Hanson first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $442K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Relyea Zuckerberg Hanson held 731 shares of Intuitive Surgical worth $291K as of Q2 2026.
Relyea Zuckerberg Hanson sold 135 Intuitive Surgical shares in Q2 2026, an estimated $59K.
Intuitive Surgical made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #244 holding.
Relyea Zuckerberg Hanson first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Relyea Zuckerberg Hanson's Intuitive Surgical position peaked at $442K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.