SWIM
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Smallwood Wealth Investment Management’s Intuitive Surgical ISRG Stock Holding History

Smallwood Wealth Investment 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 		$14.3K Hold
36
– – 0.01% 304
2026
Q1 		$16.6K Hold
36
– – 0.01% 278
2025
Q4 		$20.4K Hold
36
– – 0.01% 256
2025
Q3 		$16.1K Hold
36
– – 0.01% 280
2025
Q2 		$19.6K Hold
36
– – 0.01% 256
2025
Q1 		$17.8K Buy
+36
New +$19.9K 0.01% 264

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

Smallwood Wealth Investment Management's ISRG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 36 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #304.

Smallwood Wealth Investment Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.4K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Smallwood Wealth Investment Management held 36 shares of Intuitive Surgical worth $14.3K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #304 holding.
  • Smallwood Wealth Investment Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Intuitive Surgical position peaked at $20.4K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.