Schnieders Capital Management’s Intuitive Surgical ISRG Stock Holding History

Schnieders Capital 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	$270K	Hold	680	–	–	0.04%	211
2026 Q1	$313K	Hold	680	–	–	0.05%	167
2025 Q4	$385K	Sell	680 -293	-30%	-$156K	0.06%	155
2025 Q3	$435K	Hold	973	–	–	0.08%	143
2025 Q2	$529K	Buy	973 +268	+38%	+$140K	0.09%	131
2025 Q1	$349K	Hold	705	–	–	0.07%	150
2024 Q4	$368K	Sell	705 -16	-2%	-$8.33K	0.07%	149
2024 Q3	$354K	Buy	721 +142	+25%	+$66.1K	0.07%	160
2024 Q2	$258K	Hold	579	–	–	0.05%	169
2024 Q1	$231K	Buy	+579	New	+$219K	0.05%	185

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

Schnieders Capital Management's ISRG Position: Q2 2026 in Review

Schnieders Capital Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 680 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #211.

Schnieders Capital Management first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $529K in Q2 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Schnieders Capital Management held 680 shares of Intuitive Surgical worth $270K as of Q2 2026.
Schnieders Capital Management left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.04% of Schnieders Capital Management's portfolio in Q2 2026, its #211 holding.
Schnieders Capital Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
Schnieders Capital Management's Intuitive Surgical position peaked at $529K in Q2 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.