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Segment Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Segment 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 		$2.59M Buy
6,516
+741
+13% +$324K 0.13% 106
2026
Q1 		$2.66M Buy
5,775
+251
+5% +$127K 0.16% 99
2025
Q4 		$3.13M Buy
5,524
+227
+4% +$121K 0.18% 91
2025
Q3 		$2.37M Sell
5,297
-255
-5% -$122K 0.14% 100
2025
Q2 		$3.02M Buy
5,552
+322
+6% +$168K 0.19% 88
2025
Q1 		$2.59M Buy
5,230
+178
+4% +$98.4K 0.18% 87
2024
Q4 		$2.64M Sell
5,052
-45
-0.9% -$23.4K 0.18% 88
2024
Q3 		$2.5M Buy
5,097
+4
+0.1% +$1.86K 0.17% 89
2024
Q2 		$2.27M Buy
5,093
+162
+3% +$64.5K 0.17% 88
2024
Q1 		$1.97M Buy
4,931
+303
+7% +$114K 0.15% 95
2023
Q4 		$1.56M Buy
4,628
+745
+19% +$222K 0.14% 105
2023
Q3 		$1.13M Buy
3,883
+515
+15% +$161K 0.12% 106
2023
Q2 		$1.15M Buy
3,368
+163
+5% +$49.3K 0.12% 105
2023
Q1 		$819K Hold
3,205
– – 0.09% 116
2022
Q4 		$850K Buy
3,205
+11
+0.3% +$2.68K 0.1% 112
2022
Q3 		$599K Buy
3,194
+256
+9% +$55K 0.07% 124
2022
Q2 		$590K Sell
2,938
-642
-18% -$151K 0.07% 124
2022
Q1 		$1.08M Buy
3,580
+237
+7% +$69.2K 0.11% 111
2021
Q4 		$1.2M Buy
3,343
+154
+5% +$53K 0.13% 110
2021
Q3 		$1.06M Buy
3,189
+135
+4% +$45.3K 0.13% 111
2021
Q2 		$936K Hold
3,054
– – 0.11% 122
2021
Q1 		$752K Buy
3,054
+333
+12% +$83.8K 0.1% 126
2020
Q4 		$742K Buy
2,721
+75
+3% +$18.6K 0.11% 120
2020
Q3 		$626K Buy
2,646
+1,185
+81% +$266K 0.1% 122
2020
Q2 		$278K Buy
1,461
+234
+19% +$41.9K 0.05% 171
2020
Q1 		$203K Buy
1,227
+180
+17% +$33K 0.05% 181
2019
Q4 		$206K Buy
+1,047
New +$196K 0.03% 227

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

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

Segment Wealth Management increased its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, buying an estimated $324K and bringing the position to 6,516 shares worth $2.59M. The position accounts for 0.13% of the portfolio, ranked #106.

Segment Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.13M in Q4 2025. 440 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Segment Wealth Management held 6,516 shares of Intuitive Surgical worth $2.59M as of Q2 2026.
  • Segment Wealth Management bought 741 Intuitive Surgical shares in Q2 2026, an estimated $324K.
  • Intuitive Surgical made up 0.13% of Segment Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Segment Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
  • Segment Wealth Management's Intuitive Surgical position peaked at $3.13M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.