Sharp Financial Services’s Intuitive Surgical ISRG Stock Holding History

Sharp Financial Services’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	$479K	Buy	1,204 +67	+6%	+$29.3K	0.22%	66
2026 Q1	$524K	Buy	1,137 +110	+11%	+$55.6K	0.26%	53
2025 Q4	$582K	Sell	1,027 -129	-11%	-$68.7K	0.29%	46
2025 Q3	$517K	Sell	1,156 -250	-18%	-$120K	0.28%	51
2025 Q2	$764K	Buy	1,406 +304	+28%	+$159K	0.49%	27
2025 Q1	$546K	Buy	1,102 +27	+3%	+$14.9K	0.42%	33
2024 Q4	$561K	Hold	1,075	–	–	0.43%	37
2024 Q3	$528K	Hold	1,075	–	–	0.41%	42
2024 Q2	$478K	Hold	1,075	–	–	0.41%	43
2024 Q1	$429K	Sell	1,075 -15	-1%	-$5.67K	0.4%	52
2023 Q4	$368K	Buy	+1,090	New	+$325K	0.4%	53

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

Sharp Financial Services's ISRG Position: Q2 2026 in Review

Sharp Financial Services increased its Intuitive Surgical (ISRG) stake by 5.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,204 shares worth $479K. The position accounts for 0.22% of the portfolio, ranked #66.

Sharp Financial Services first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $764K in Q2 2025. 638 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Sharp Financial Services held 1,204 shares of Intuitive Surgical worth $479K as of Q2 2026.
Sharp Financial Services bought 67 Intuitive Surgical shares in Q2 2026, an estimated $29.3K.
Intuitive Surgical made up 0.22% of Sharp Financial Services's portfolio in Q2 2026, its #66 holding.
Sharp Financial Services first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's Intuitive Surgical position peaked at $764K in Q2 2025.
638 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.