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SteelPeak Wealth’s Intuitive Surgical ISRG Stock Holding History

SteelPeak Wealth’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 		$15.6M Sell
39,180
-16,726
-30% -$7.31M 0.4% 48
2026
Q1 		$25.8M Buy
55,906
+45,777
+452% +$23.2M 0.79% 28
2025
Q4 		$5.74M Sell
10,129
-31,864
-76% -$17M 0.19% 94
2025
Q3 		$18.8M Buy
41,993
+9,364
+29% +$4.49M 0.63% 34
2025
Q2 		$17.7M Buy
32,629
+2,286
+8% +$1.2M 0.69% 34
2025
Q1 		$15M Sell
30,343
-14,314
-32% -$7.92M 0.62% 36
2024
Q4 		$23.3M Buy
44,657
+17,087
+62% +$8.9M 0.95% 22
2024
Q3 		$13.5M Buy
27,570
+19,960
+262% +$9.29M 0.59% 39
2024
Q2 		$3.39M Sell
7,610
-19,239
-72% -$7.66M 0.16% 105
2024
Q1 		$10.7M Buy
26,849
+25,756
+2,356% +$9.73M 0.54% 44
2023
Q4 		$369K Sell
1,093
-22,735
-95% -$6.78M 0.02% 312
2023
Q3 		$6.96M Buy
23,828
+22,788
+2,191% +$7.12M 0.44% 58
2023
Q2 		$356K Sell
1,040
-24,888
-96% -$7.53M 0.02% 300
2023
Q1 		$6.62M Buy
25,928
+20,061
+342% +$4.94M 0.45% 61
2022
Q4 		$1.56M Sell
5,867
-1,124
-16% -$274K 0.11% 140
2022
Q3 		$1.31M Sell
6,991
-26,074
-79% -$5.6M 0.1% 147
2022
Q2 		$6.64M Buy
33,065
+4,401
+15% +$1.03M 0.48% 55
2022
Q1 		$8.65M Sell
28,664
-1,748
-6% -$511K 0.49% 49
2021
Q4 		$10.9M Sell
30,412
-1,337
-4% -$460K 0.62% 37
2021
Q3 		$10.5M Buy
31,749
+16,266
+105% +$5.46M 0.7% 36
2021
Q2 		$4.75M Buy
15,483
+471
+3% +$132K 0.33% 72
2021
Q1 		$3.7M Buy
+15,012
New +$3.78M 0.29% 77

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

SteelPeak Wealth's ISRG Position: Q2 2026 in Review

SteelPeak Wealth reduced its Intuitive Surgical (ISRG) stake by 30% in Q2 2026, selling an estimated $7.31M and leaving 39,180 shares worth $15.6M. The position accounts for 0.4% of the portfolio, ranked #48.

SteelPeak Wealth first reported a position in ISRG in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.8M in Q1 2026. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • SteelPeak Wealth held 39,180 shares of Intuitive Surgical worth $15.6M as of Q2 2026.
  • SteelPeak Wealth sold 16,726 Intuitive Surgical shares in Q2 2026, an estimated $7.31M.
  • Intuitive Surgical made up 0.4% of SteelPeak Wealth's portfolio in Q2 2026, its #48 holding.
  • SteelPeak Wealth first reported a position in Intuitive Surgical in Q1 2021 and has held it in 22 quarters since.
  • SteelPeak Wealth's Intuitive Surgical position peaked at $25.8M in Q1 2026.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.