Southland Equity Partners’s Intuitive Surgical ISRG Stock Holding History

Southland Equity Partners’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	$206K	Buy	518 +25	+5%	+$10.9K	0.04%	297
2026 Q1	$227K	Buy	493 +26	+6%	+$13.2K	0.04%	243
2025 Q4	$264K	Sell	467 -25	-5%	-$13.3K	0.05%	213
2025 Q3	$220K	Buy	492 +6	+1%	+$2.88K	0.04%	228
2025 Q2	$264K	Buy	486 +18	+4%	+$9.41K	0.06%	194
2025 Q1	$232K	Sell	468 -6	-1%	-$3.32K	0.05%	202
2024 Q4	$247K	Buy	474 +10	+2%	+$5.21K	0.06%	188
2024 Q3	$228K	Hold	464	–	–	0.06%	205
2024 Q2	$206K	Buy	+464	New	+$185K	0.06%	201

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

Southland Equity Partners's ISRG Position: Q2 2026 in Review

Southland Equity Partners increased its Intuitive Surgical (ISRG) stake by 5.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 518 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #297.

Southland Equity Partners first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $264K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Southland Equity Partners held 518 shares of Intuitive Surgical worth $206K as of Q2 2026.
Southland Equity Partners bought 25 Intuitive Surgical shares in Q2 2026, an estimated $10.9K.
Intuitive Surgical made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #297 holding.
Southland Equity Partners first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Southland Equity Partners's Intuitive Surgical position peaked at $264K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.