Reston Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Reston Wealth Management’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	$214K	Sell	539 -39	-7%	-$17K	0.06%	63
2026 Q1	$266K	Buy	578 +5	+0.9%	+$2.53K	0.08%	55
2025 Q4	$324K	Buy	+573	New	+$305K	0.1%	43
2025 Q3	–	Sell	-461	Closed	-$251K	–	55
2025 Q2	$251K	Buy	461 +35	+8%	+$18.3K	0.09%	46
2025 Q1	$211K	Buy	426 +9	+2%	+$4.98K	0.09%	48
2024 Q4	$218K	Hold	417	–	–	0.08%	46
2024 Q3	$205K	Buy	+417	New	+$194K	0.07%	49

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

Reston Wealth Management's ISRG Position: Q2 2026 in Review

Reston Wealth Management reduced its Intuitive Surgical (ISRG) stake by 6.7% in Q2 2026, selling an estimated $17K and leaving 539 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #63.

Reston Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Reston Wealth Management held 539 shares of Intuitive Surgical worth $214K as of Q2 2026.
Reston Wealth Management sold 39 Intuitive Surgical shares in Q2 2026, an estimated $17K.
Intuitive Surgical made up 0.06% of Reston Wealth Management's portfolio in Q2 2026, its #63 holding.
Reston Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
Reston Wealth Management's Intuitive Surgical position peaked at $324K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.