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Rockingstone Advisors’s Intuitive Surgical ISRG Stock Holding History

Rockingstone 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 		$2.53M Buy
6,361
+1
+0% +$437 1.02% 40
2026
Q1 		$2.93M Buy
6,360
+85
+1% +$43K 1.35% 32
2025
Q4 		$3.55M Buy
6,275
+248
+4% +$132K 1.62% 24
2025
Q3 		$2.7M Sell
6,027
-30
-0.5% -$14.4K 1.33% 32
2025
Q2 		$3.29M Sell
6,057
-2,101
-26% -$1.1M 1.73% 21
2025
Q1 		$4.04M Sell
8,158
-345
-4% -$191K 1.82% 18
2024
Q4 		$4.44M Sell
8,503
-245
-3% -$128K 1.96% 12
2024
Q3 		$4.3M Hold
8,748
– – 2.11% 13
2024
Q2 		$3.89M Buy
8,748
+41
+0.5% +$16.3K 2% 15
2024
Q1 		$3.47M Sell
8,707
-396
-4% -$150K 1.79% 18
2023
Q4 		$3.07M Buy
9,103
+592
+7% +$176K 1.72% 19
2023
Q3 		$2.49M Buy
8,511
+62
+0.7% +$19.4K 1.38% 22
2023
Q2 		$2.89M Buy
8,449
+81
+1% +$24.5K 1.63% 18
2023
Q1 		$2.14M Buy
8,368
+434
+5% +$107K 1.3% 25
2022
Q4 		$2.11M Buy
+7,934
New +$1.93M 1.57% 20

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rockingstone Advisors's ISRG Position: Q2 2026 in Review

Rockingstone Advisors increased its Intuitive Surgical (ISRG) stake by 0.02% in Q2 2026, buying an estimated $437 and bringing the position to 6,361 shares worth $2.53M. The position accounts for 1.02% of the portfolio, ranked #40.

Rockingstone Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.44M in Q4 2024. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Rockingstone Advisors held 6,361 shares of Intuitive Surgical worth $2.53M as of Q2 2026.
  • Rockingstone Advisors bought 1 Intuitive Surgical share in Q2 2026, an estimated $437.
  • Intuitive Surgical made up 1.02% of Rockingstone Advisors's portfolio in Q2 2026, its #40 holding.
  • Rockingstone Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's Intuitive Surgical position peaked at $4.44M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.