Successful Portfolios’s Intuitive Surgical ISRG Stock Holding History

Successful Portfolios’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	$207K	Sell	504 -21	-4%	-$9.18K	0.1%	186
2026 Q1	$239K	Sell	525 -20	-4%	-$10.1K	0.13%	156
2025 Q4	$320K	Buy	545 +15	+3%	+$7.99K	0.16%	128
2025 Q3	$237K	Sell	530 -72	-12%	-$34.6K	0.14%	146
2025 Q2	$327K	Hold	602	–	–	0.2%	104
2025 Q1	$298K	Sell	602 -30	-5%	-$16.6K	0.2%	111
2024 Q4	$330K	Hold	632	–	–	0.22%	94
2024 Q3	$310K	Hold	632	–	–	0.21%	101
2024 Q2	$281K	Hold	632	–	–	0.2%	107
2024 Q1	$252K	Sell	632 -5	-0.8%	-$1.89K	0.17%	127
2023 Q4	$215K	Buy	+637	New	+$190K	0.16%	145
2023 Q3	–	Sell	-653	Closed	-$223K	–	154
2023 Q2	$223K	Buy	+653	New	+$198K	0.19%	128
2022 Q1	–	Sell	-653	Closed	-$235K	–	212
2021 Q4	$235K	Sell	653 -19	-3%	-$6.54K	0.13%	182
2021 Q3	$223K	Hold	672	–	–	0.13%	176
2021 Q2	$206K	Buy	+672	New	+$189K	0.12%	193

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

Successful Portfolios's ISRG Position: Q2 2026 in Review

Successful Portfolios reduced its Intuitive Surgical (ISRG) stake by 4% in Q2 2026, selling an estimated $9.18K and leaving 504 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #186.

Successful Portfolios first reported a position in ISRG in Q2 2021 and has held it in 15 quarters since. The position peaked at $330K in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Successful Portfolios held 504 shares of Intuitive Surgical worth $207K as of Q2 2026.
Successful Portfolios sold 21 Intuitive Surgical shares in Q2 2026, an estimated $9.18K.
Intuitive Surgical made up 0.1% of Successful Portfolios's portfolio in Q2 2026, its #186 holding.
Successful Portfolios first reported a position in Intuitive Surgical in Q2 2021 and has held it in 15 quarters since.
Successful Portfolios's Intuitive Surgical position peaked at $330K in Q4 2024.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.