SWP Financial’s Intuitive Surgical ISRG Stock Holding History

SWP Financial’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	$303K	Buy	763 +7	+0.9%	+$3.06K	0.14%	60
2026 Q1	$349K	Hold	756	–	–	0.18%	53
2025 Q4	$428K	Hold	756	–	–	0.21%	45
2025 Q3	$338K	Hold	756	–	–	0.17%	55
2025 Q2	$411K	Hold	756	–	–	0.23%	48
2025 Q1	$374K	Hold	756	–	–	0.23%	45
2024 Q4	$395K	Hold	756	–	–	0.24%	43
2024 Q3	$371K	Hold	756	–	–	0.23%	33
2024 Q2	$336K	Hold	756	–	–	0.22%	38
2024 Q1	$302K	Hold	756	–	–	0.21%	35
2023 Q4	$255K	Buy	+756	New	+$225K	0.2%	38

Other funds holding ISRG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

SWP Financial's ISRG Position: Q2 2026 in Review

SWP Financial increased its Intuitive Surgical (ISRG) stake by 0.93% in Q2 2026, buying an estimated $3.06K and bringing the position to 763 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #60.

SWP Financial first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $428K in Q4 2025. 1,076 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

SWP Financial held 763 shares of Intuitive Surgical worth $303K as of Q2 2026.
SWP Financial bought 7 Intuitive Surgical shares in Q2 2026, an estimated $3.06K.
Intuitive Surgical made up 0.14% of SWP Financial's portfolio in Q2 2026, its #60 holding.
SWP Financial first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
SWP Financial's Intuitive Surgical position peaked at $428K in Q4 2025.
1,076 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.