Signature Estate & Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Signature Estate & Investment 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	$263K	Buy	658 +160	+32%	+$69.9K	﹤0.01%	581
2026 Q1	$230K	Buy	498 +72	+17%	+$36.4K	﹤0.01%	596
2025 Q4	$241K	Sell	426 -1,238	-74%	-$659K	﹤0.01%	548
2025 Q3	$744K	Buy	1,664 +238	+17%	+$114K	0.02%	297
2025 Q2	$775K	Buy	1,426 +655	+85%	+$342K	0.02%	273
2025 Q1	$382K	Buy	771 +113	+17%	+$62.5K	0.01%	392
2024 Q4	$343K	Buy	+658	New	+$343K	0.01%	398

Other funds holding ISRG

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Signature Estate & Investment Advisors's ISRG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Intuitive Surgical (ISRG) stake by 32% in Q2 2026, buying an estimated $69.9K and bringing the position to 658 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Signature Estate & Investment Advisors first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $775K in Q2 2025. 1,010 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Signature Estate & Investment Advisors held 658 shares of Intuitive Surgical worth $263K as of Q2 2026.
Signature Estate & Investment Advisors bought 160 Intuitive Surgical shares in Q2 2026, an estimated $69.9K.
Intuitive Surgical made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #581 holding.
Signature Estate & Investment Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's Intuitive Surgical position peaked at $775K in Q2 2025.
1,010 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.