Summitry LLC’s Intuitive Surgical ISRG Stock Holding History

Summitry LLC’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	$230K	Buy	+579	New	+$253K	0.01%	303
2026 Q1	–	Sell	-412	Closed	-$233K	–	305
2025 Q4	$233K	Buy	+412	New	+$219K	0.01%	221
2021 Q2	–	Sell	-4,500	Closed	-$1.11M	–	72
2021 Q1	$1.11M	Hold	4,500	–	–	0.07%	60
2020 Q4	$1.23M	Hold	4,500	–	–	0.09%	56
2020 Q3	$1.06M	Buy	4,500 +1,500	+50%	+$337K	0.09%	62
2020 Q2	$570K	Buy	+3,000	New	+$538K	0.05%	63

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

Summitry LLC's ISRG Position: Q2 2026 in Review

Summitry LLC opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 579 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Summitry LLC previously reported a position in ISRG as recently as Q4 2025.

Summitry LLC first reported a position in ISRG in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2020. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Summitry LLC held 579 shares of Intuitive Surgical worth $230K as of Q2 2026.
Intuitive Surgical was a new Summitry LLC position in Q2 2026.
Intuitive Surgical made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #303 holding.
Summitry LLC first reported a position in Intuitive Surgical in Q2 2020 and has held it in 6 quarters since.
Summitry LLC's Intuitive Surgical position peaked at $1.23M in Q4 2020.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.