Rockport Wealth’s Intuitive Surgical ISRG Stock Holding History

Rockport Wealth’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	$20.9M	Sell	52,446 -2,427	-4%	-$1.06M	3.5%	9
2026 Q1	$25.3M	Sell	54,873 -2,187	-4%	-$1.11M	4.6%	6
2025 Q4	$32.3M	Sell	57,060 -5,378	-9%	-$2.86M	6.29%	2
2025 Q3	$27.9M	Buy	62,438 +5,696	+10%	+$2.73M	5.68%	4
2025 Q2	$30.8M	Buy	56,742 +433	+0.8%	+$226K	7.14%	4
2025 Q1	$27.9M	Sell	56,309 -9,689	-15%	-$5.36M	9.84%	3
2024 Q4	$34.4M	Buy	65,998 +3,912	+6%	+$2.04M	15.31%	2
2024 Q3	$30.5M	Buy	62,086 +614	+1%	+$286K	8.13%	5
2024 Q2	$27.3M	Buy	61,472 +4,104	+7%	+$1.63M	11.54%	3
2024 Q1	$22.9M	Buy	+57,368	New	+$21.7M	15.3%	2

Other funds holding ISRG

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

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

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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rockport Wealth's ISRG Position: Q2 2026 in Review

Rockport Wealth reduced its Intuitive Surgical (ISRG) stake by 4.4% in Q2 2026, selling an estimated $1.06M and leaving 52,446 shares worth $20.9M. The position accounts for 3.5% of the portfolio, ranked #9.

Rockport Wealth first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.4M in Q4 2024. 958 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Rockport Wealth held 52,446 shares of Intuitive Surgical worth $20.9M as of Q2 2026.
Rockport Wealth sold 2,427 Intuitive Surgical shares in Q2 2026, an estimated $1.06M.
Intuitive Surgical made up 3.5% of Rockport Wealth's portfolio in Q2 2026, its #9 holding.
Rockport Wealth first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
Rockport Wealth's Intuitive Surgical position peaked at $34.4M in Q4 2024.
958 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.