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Spire Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Spire Wealth Management’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 		$4.17M Sell
10,474
-3,547
-25% -$1.55M 0.13% 155
2026
Q1 		$6.46M Buy
14,021
+868
+7% +$439K 0.22% 94
2025
Q4 		$7.45M Buy
13,153
+5,117
+64% +$2.72M 0.25% 84
2025
Q3 		$3.59M Sell
8,036
-13,866
-63% -$6.65M 0.12% 141
2025
Q2 		$8.18M Sell
21,902
-2,007
-8% -$1.05M 0.29% 70
2025
Q1 		$11.8M Buy
23,909
+2,187
+10% +$1.21M 0.38% 54
2024
Q4 		$11.3M Buy
21,722
+3,404
+19% +$1.77M 0.35% 61
2024
Q3 		$9M Buy
18,318
+14,006
+325% +$6.52M 0.3% 73
2024
Q2 		$1.92M Sell
4,312
-1,031
-19% -$411K 0.07% 239
2024
Q1 		$2.13M Buy
5,343
+41
+0.8% +$15.5K 0.04% 243
2023
Q4 		$1.99M Buy
+5,302
New +$1.58M 0.07% 242
2023
Q3 		– Sell
-4,914
Closed -$1.68M – 2416
2023
Q2 		$1.68M Sell
4,914
-419
-8% -$127K 0.06% 260
2023
Q1 		$1.36M Sell
5,333
-265
-5% -$65.3K 0.05% 288
2022
Q4 		$1.49M Sell
5,598
-381
-6% -$92.9K 0.08% 194
2022
Q3 		$1.12M Sell
5,979
-1,777
-23% -$382K 0.07% 196
2022
Q2 		$1.56M Sell
7,756
-47,969
-86% -$11.3M 0.06% 243
2022
Q1 		$16.8M Buy
55,725
+313
+0.6% +$91.4K 0.45% 49
2021
Q4 		$20M Sell
55,412
-454
-0.8% -$156K 0.44% 51
2021
Q3 		$18.5M Buy
+55,866
New +$18.8M 0.49% 46

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

Spire Wealth Management's ISRG Position: Q2 2026 in Review

Spire Wealth Management reduced its Intuitive Surgical (ISRG) stake by 25% in Q2 2026, selling an estimated $1.55M and leaving 10,474 shares worth $4.17M. The position accounts for 0.13% of the portfolio, ranked #155.

Spire Wealth Management first reported a position in ISRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $20M in Q4 2021. 563 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Spire Wealth Management held 10,474 shares of Intuitive Surgical worth $4.17M as of Q2 2026.
  • Spire Wealth Management sold 3,547 Intuitive Surgical shares in Q2 2026, an estimated $1.55M.
  • Intuitive Surgical made up 0.13% of Spire Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Spire Wealth Management first reported a position in Intuitive Surgical in Q3 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Intuitive Surgical position peaked at $20M in Q4 2021.
  • 563 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.