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Sowell Financial Services’s Intuitive Surgical ISRG Stock Holding History

Sowell Financial Services’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 		$1.69M Sell
4,244
-403
-9% -$176K 0.06% 352
2026
Q1 		$2.14M Buy
4,647
+77
+2% +$39K 0.08% 270
2025
Q4 		$2.59M Buy
4,570
+417
+10% +$222K 0.1% 220
2025
Q3 		$1.86M Buy
4,153
+620
+18% +$298K 0.07% 297
2025
Q2 		$1.92M Sell
3,533
-1,050
-23% -$549K 0.08% 277
2025
Q1 		$2.27M Buy
+4,583
New +$2.53M 0.1% 209
2023
Q2 		– Sell
-1,321
Closed -$337K – 683
2023
Q1 		$337K Buy
+1,321
New +$325K 0.03% 529
2021
Q2 		– Sell
-2,199
Closed -$618K – 1608
2021
Q1 		$618K Sell
2,199
-444
-17% -$112K 0.02% 566
2020
Q4 		$721K Sell
2,643
-534
-17% -$133K 0.03% 414
2020
Q3 		$751K Buy
3,177
+789
+33% +$177K 0.04% 367
2020
Q2 		$454K Buy
2,388
+729
+44% +$131K 0.03% 483
2020
Q1 		$274K Buy
1,659
+438
+36% +$80.2K 0.02% 571
2019
Q4 		$241K Sell
1,221
-186
-13% -$34.8K 0.02% 656
2019
Q3 		$253K Buy
+1,407
New +$243K 0.02% 575
2019
Q1 		$714K Sell
3,756
-543
-13% -$96.5K 0.08% 257
2018
Q4 		$686K Sell
4,299
-156
-4% -$26.4K 0.1% 217
2018
Q3 		$852K Buy
+4,455
New +$791K 0.12% 130

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

Sowell Financial Services's ISRG Position: Q2 2026 in Review

Sowell Financial Services reduced its Intuitive Surgical (ISRG) stake by 8.7% in Q2 2026, selling an estimated $176K and leaving 4,244 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #352.

Sowell Financial Services first reported a position in ISRG in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.59M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sowell Financial Services held 4,244 shares of Intuitive Surgical worth $1.69M as of Q2 2026.
  • Sowell Financial Services sold 403 Intuitive Surgical shares in Q2 2026, an estimated $176K.
  • Intuitive Surgical made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #352 holding.
  • Sowell Financial Services first reported a position in Intuitive Surgical in Q3 2018 and has held it in 17 quarters since.
  • Sowell Financial Services's Intuitive Surgical position peaked at $2.59M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.