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Spinnaker Investment Group’s Intuitive Surgical ISRG Stock Holding History

Spinnaker Investment Group’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
-502
Closed -$231K – 189
2026
Q1 		$231K Sell
502
-50
-9% -$25.3K 0.05% 123
2025
Q4 		$313K Buy
552
+33
+6% +$17.6K 0.06% 127
2025
Q3 		$232K Buy
519
+17
+3% +$8.16K 0.04% 139
2025
Q2 		$273K Sell
502
-16
-3% -$8.37K 0.06% 82
2025
Q1 		$257K Sell
518
-123
-19% -$68K 0.06% 93
2024
Q4 		$335K Buy
641
+1
+0.2% +$521 0.08% 71
2024
Q3 		$314K Hold
640
– – 0.08% 70
2024
Q2 		$285K Buy
640
+15
+2% +$5.97K 0.08% 68
2024
Q1 		$249K Hold
625
– – 0.07% 73
2023
Q4 		$211K Buy
+625
New +$186K 0.06% 78
2023
Q3 		– Sell
-625
Closed -$214K – 85
2023
Q2 		$214K Buy
+625
New +$189K 0.07% 81
2022
Q2 		– Sell
-745
Closed -$225K – 81
2022
Q1 		$225K Hold
745
– – 0.07% 80
2021
Q4 		$219K Buy
+745
New +$256K 0.08% 84

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

Spinnaker Investment Group's ISRG Position: Q2 2026 in Review

Spinnaker Investment Group sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 502 shares — an estimated $231K sold.

Spinnaker Investment Group first reported a position in ISRG in Q4 2021 and held it in 13 quarters. The position peaked at $335K in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Spinnaker Investment Group reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Spinnaker Investment Group sold 502 Intuitive Surgical shares in Q2 2026, an estimated $231K.
  • Spinnaker Investment Group first reported a position in Intuitive Surgical in Q4 2021 and held it in 13 quarters.
  • Spinnaker Investment Group's Intuitive Surgical position peaked at $335K in Q4 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.