SlateStone Wealth’s Intuitive Surgical ISRG Stock Holding History

SlateStone Wealth’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	$1.29M	Buy	3,257 +16	+0.5%	+$6.99K	0.1%	147
2026 Q1	$1.49M	Sell	3,241 -144	-4%	-$72.9K	0.12%	130
2025 Q4	$1.92M	Sell	3,385 -22	-0.6%	-$11.7K	0.16%	117
2025 Q3	$1.52M	Hold	3,407	–	–	0.13%	127
2025 Q2	$1.85M	Sell	3,407 -384	-10%	-$201K	0.17%	107
2025 Q1	$1.88M	Sell	3,791 -385	-9%	-$213K	0.19%	101
2024 Q4	$2.18M	Buy	4,176 +138	+3%	+$71.9K	0.21%	95
2024 Q3	$1.98M	Hold	4,038	–	–	0.18%	104
2024 Q2	$1.8M	Buy	+4,038	New	+$1.61M	0.19%	104
2019 Q3	–	Sell	-3,945	Closed	-$690K	–	176
2019 Q2	$690K	Sell	3,945 -435	-10%	-$74.5K	0.19%	95
2019 Q1	$833K	Buy	4,380 +2,895	+195%	+$515K	0.26%	79
2018 Q4	$237K	Buy	+1,485	New	+$252K	0.11%	91

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

SlateStone Wealth's ISRG Position: Q2 2026 in Review

SlateStone Wealth increased its Intuitive Surgical (ISRG) stake by 0.49% in Q2 2026, buying an estimated $6.99K and bringing the position to 3,257 shares worth $1.29M. The position accounts for 0.1% of the portfolio, ranked #147.

SlateStone Wealth first reported a position in ISRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2024. 637 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

SlateStone Wealth held 3,257 shares of Intuitive Surgical worth $1.29M as of Q2 2026.
SlateStone Wealth bought 16 Intuitive Surgical shares in Q2 2026, an estimated $6.99K.
Intuitive Surgical made up 0.1% of SlateStone Wealth's portfolio in Q2 2026, its #147 holding.
SlateStone Wealth first reported a position in Intuitive Surgical in Q4 2018 and has held it in 12 quarters since.
SlateStone Wealth's Intuitive Surgical position peaked at $2.18M in Q4 2024.
637 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.