SWA
ISRG icon

Sax Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Sax Wealth 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 		$1.53M Buy
3,316
+791
+31% +$346K 0.06% 178
2026
Q1 		$1.43M Hold
2,525
– – 0.07% 148
2025
Q4 		$1.43M Sell
2,525
-17
-0.7% -$9.05K 0.07% 151
2025
Q3 		$1.14M Buy
2,542
+86
+4% +$41.3K 0.06% 169
2025
Q2 		$1.33M Buy
2,456
+1,684
+218% +$881K 0.08% 140
2025
Q1 		$382K Buy
772
+143
+23% +$79.1K 0.03% 253
2024
Q4 		$328K Buy
+629
New +$328K 0.03% 254

Other funds holding ISRG

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Handelsbanken Fonder
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Sax Wealth Advisors's ISRG Position: Q2 2026 in Review

Sax Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 31% in Q2 2026, buying an estimated $346K and bringing the position to 3,316 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #178.

Sax Wealth Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. 441 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sax Wealth Advisors held 3,316 shares of Intuitive Surgical worth $1.53M as of Q2 2026.
  • Sax Wealth Advisors bought 791 Intuitive Surgical shares in Q2 2026, an estimated $346K.
  • Intuitive Surgical made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Sax Wealth Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • 441 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.