Resonant Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Resonant Capital 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	$956K	Sell	2,404 -3	-0.1%	-$1.31K	0.05%	191
2026 Q1	$1.11M	Sell	2,407 -49	-2%	-$24.8K	0.06%	167
2025 Q4	$1.39M	Buy	2,456 +978	+66%	+$521K	0.08%	146
2025 Q3	$661K	Sell	1,478 -338	-19%	-$162K	0.04%	210
2025 Q2	$987K	Buy	1,816 +262	+17%	+$137K	0.06%	160
2025 Q1	$770K	Buy	1,554 +22	+1%	+$12.2K	0.05%	167
2024 Q4	$800K	Buy	1,532 +6	+0.4%	+$3.13K	0.06%	164
2024 Q3	$750K	Buy	1,526 +119	+8%	+$55.4K	0.06%	174
2024 Q2	$626K	Sell	1,407 -95	-6%	-$37.8K	0.05%	182
2024 Q1	$599K	Buy	1,502 +447	+42%	+$169K	0.05%	181
2023 Q4	$356K	Buy	1,055 +19	+2%	+$5.66K	0.03%	209
2023 Q3	$303K	Sell	1,036 -12	-1%	-$3.75K	0.03%	213
2023 Q2	$358K	Buy	1,048 +44	+4%	+$13.3K	0.04%	188
2023 Q1	$256K	Sell	1,004 -29	-3%	-$7.14K	0.03%	221
2022 Q4	$274K	Buy	+1,033	New	+$252K	0.03%	221

Other funds holding ISRG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Resonant Capital Advisors's ISRG Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 0.12% in Q2 2026, selling an estimated $1.31K and leaving 2,404 shares worth $956K. The position accounts for 0.05% of the portfolio, ranked #191.

Resonant Capital Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Resonant Capital Advisors held 2,404 shares of Intuitive Surgical worth $956K as of Q2 2026.
Resonant Capital Advisors sold 3 Intuitive Surgical shares in Q2 2026, an estimated $1.31K.
Intuitive Surgical made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #191 holding.
Resonant Capital Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
Resonant Capital Advisors's Intuitive Surgical position peaked at $1.39M in Q4 2025.
1,081 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.