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Simplify Asset Management’s Intuitive Surgical ISRG Stock Holding History

Simplify Asset 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 		$2.98M Sell
7,492
-3,275
-30% -$1.43M 0.04% 52
2026
Q1 		$4.96M Sell
10,767
-3,973
-27% -$2.01M 0.08% 34
2025
Q4 		$8.35M Buy
14,740
+7,100
+93% +$3.78M 0.14% 25
2025
Q3 		$3.42M Sell
7,640
-1,059
-12% -$508K 0.06% 37
2025
Q2 		$4.73M Sell
8,699
-3,524
-29% -$1.84M 0.24% 27
2025
Q1 		$6.05M Sell
12,223
-1,264
-9% -$699K 0.23% 22
2024
Q4 		$7.04M Sell
13,487
-9,743
-42% -$5.07M 0.35% 18
2024
Q3 		$11.4M Buy
23,230
+7,892
+51% +$3.67M 0.53% 22
2024
Q2 		$6.82M Sell
15,338
-17,010
-53% -$6.77M 0.46% 20
2024
Q1 		$12.9M Buy
32,348
+26,881
+492% +$10.2M 0.77% 13
2023
Q4 		$1.84M Sell
5,467
-1,954
-26% -$582K 0.17% 47
2023
Q3 		$2.17M Buy
7,421
+1,308
+21% +$408K 0.25% 48
2023
Q2 		$2.09M Sell
6,113
-3,352
-35% -$1.01M 0.28% 55
2023
Q1 		$2.42M Buy
9,465
+1,568
+20% +$386K 0.35% 31
2022
Q4 		$2.1M Buy
7,897
+637
+9% +$155K 0.32% 29
2022
Q3 		$1.36M Buy
7,260
+2,912
+67% +$625K 0.14% 36
2022
Q2 		$873K Sell
4,348
-4,066
-48% -$954K 0.03% 39
2022
Q1 		$2.54M Buy
8,414
+6,641
+375% +$1.94M 0.08% 22
2021
Q4 		$637K Buy
+1,773
New +$610K 0.03% 32

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
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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Simplify Asset Management's ISRG Position: Q2 2026 in Review

Simplify Asset Management reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $1.43M and leaving 7,492 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #52.

Simplify Asset Management first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q1 2024. 335 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Simplify Asset Management held 7,492 shares of Intuitive Surgical worth $2.98M as of Q2 2026.
  • Simplify Asset Management sold 3,275 Intuitive Surgical shares in Q2 2026, an estimated $1.43M.
  • Intuitive Surgical made up 0.04% of Simplify Asset Management's portfolio in Q2 2026, its #52 holding.
  • Simplify Asset Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Simplify Asset Management's Intuitive Surgical position peaked at $12.9M in Q1 2024.
  • 335 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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