SIS
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Sound Income Strategies’s Intuitive Surgical ISRG Stock Holding History

Sound Income Strategies’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 		– Sell
-140
Closed -$65K – 1423
2026
Q1 		$65K Sell
140
-5
-3% -$2.53K ﹤0.01% 736
2025
Q4 		$77.6K Buy
145
+110
+314% +$58.6K ﹤0.01% 658
2025
Q3 		$15.5K Buy
35
+1
+3% +$480 ﹤0.01% 877
2025
Q2 		$18.5K Buy
34
+10
+42% +$5.23K ﹤0.01% 765
2025
Q1 		$11.9K Hold
24
– – ﹤0.01% 856
2024
Q4 		$12.5K Hold
24
– – ﹤0.01% 782
2024
Q3 		$11.8K Hold
24
– – ﹤0.01% 754
2024
Q2 		$10.7K Buy
+24
New +$9.56K ﹤0.01% 761
2023
Q3 		– Sell
-20
Closed -$6.84K – 1198
2023
Q2 		$6.84K Buy
+20
New +$6.05K ﹤0.01% 670
2023
Q1 		– Sell
-28
Closed -$7.43K – 1102
2022
Q4 		$7.43K Buy
+28
New +$6.83K ﹤0.01% 578
2022
Q3 		– Sell
-3
Closed -$1K – 929
2022
Q2 		$1K Hold
3
– – ﹤0.01% 812
2022
Q1 		$1K Buy
+3
New +$876 ﹤0.01% 802

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

Sound Income Strategies's ISRG Position: Q2 2026 in Review

Sound Income Strategies sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 140 shares — an estimated $65K sold.

Sound Income Strategies first reported a position in ISRG in Q1 2022 and held it in 12 quarters. The position peaked at $77.6K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sound Income Strategies reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 140 Intuitive Surgical shares in Q2 2026, an estimated $65K.
  • Sound Income Strategies first reported a position in Intuitive Surgical in Q1 2022 and held it in 12 quarters.
  • Sound Income Strategies's Intuitive Surgical position peaked at $77.6K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.