Southern Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Southern Capital 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	$278K	Hold	700	–	–	0.12%	72
2026 Q1	$323K	Buy	700 +100	+17%	+$50.6K	0.15%	64
2025 Q4	$340K	Hold	600	–	–	0.16%	59
2025 Q3	$268K	Hold	600	–	–	0.13%	72
2025 Q2	$326K	Hold	600	–	–	0.17%	60
2025 Q1	$297K	Hold	600	–	–	0.16%	61
2024 Q4	$313K	Hold	600	–	–	0.17%	52
2024 Q3	$295K	Hold	600	–	–	0.17%	55
2024 Q2	$267K	Sell	600 -13	-2%	-$5.18K	0.16%	56
2024 Q1	$245K	Buy	613 +13	+2%	+$4.91K	0.15%	58
2023 Q4	$202K	Buy	+600	New	+$179K	0.14%	66
2023 Q3	–	Sell	-5,165	Closed	-$1.77M	–	66
2023 Q2	$1.77M	Buy	+5,165	New	+$1.56M	1.35%	18
2023 Q1	–	Sell	-867	Closed	-$230K	–	78
2022 Q4	$230K	Buy	+867	New	+$211K	0.18%	64
2022 Q2	–	Sell	-911	Closed	-$275K	–	76
2022 Q1	$275K	Sell	911 -4,383	-83%	-$1.28M	0.19%	61
2021 Q4	$1.9M	Buy	+5,294	New	+$1.82M	1.18%	23

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

Southern Capital Advisors's ISRG Position: Q2 2026 in Review

Southern Capital Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 700 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #72.

Southern Capital Advisors first reported a position in ISRG in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.9M in Q4 2021. 716 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Southern Capital Advisors held 700 shares of Intuitive Surgical worth $278K as of Q2 2026.
Southern Capital Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.12% of Southern Capital Advisors's portfolio in Q2 2026, its #72 holding.
Southern Capital Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 15 quarters since.
Southern Capital Advisors's Intuitive Surgical position peaked at $1.9M in Q4 2021.
716 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.