SSA
ISRG icon

Shepherd Street Advisors’s Intuitive Surgical ISRG Stock Holding History

Shepherd Street 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 		$449K Sell
1,154
-847
-42% -$370K 0.39% 64
2026
Q1 		$922K Buy
2,001
+56
+3% +$28.3K 0.91% 35
2025
Q4 		$1.1M Buy
+1,945
New +$1.04M 1.06% 31

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
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Shepherd Street Advisors's ISRG Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Intuitive Surgical (ISRG) stake by 42% in Q2 2026, selling an estimated $370K and leaving 1,154 shares worth $449K. The position accounts for 0.39% of the portfolio, ranked #64.

Shepherd Street Advisors first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 654 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Shepherd Street Advisors held 1,154 shares of Intuitive Surgical worth $449K as of Q2 2026.
  • Shepherd Street Advisors sold 847 Intuitive Surgical shares in Q2 2026, an estimated $370K.
  • Intuitive Surgical made up 0.39% of Shepherd Street Advisors's portfolio in Q2 2026, its #64 holding.
  • Shepherd Street Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's Intuitive Surgical position peaked at $1.1M in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.