Synergy Asset Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.21M Buy
10,584
+749
+8% +$327K 0.4% 43
2026
Q1
$4.53M Buy
9,835
+233
+2% +$118K 0.48% 44
2025
Q4
$5.44M Buy
+9,602
New +$5.11M 0.57% 34
2025
Q1
Sell
-30
Closed -$14.7K 451
2024
Q4
$14.7K Buy
+30
New +$15.6K ﹤0.01% 407

Other funds holding ISRG

Synergy Asset Management's ISRG Position: Q2 2026 in Review

Synergy Asset Management increased its Intuitive Surgical (ISRG) stake by 7.6% in Q2 2026, buying an estimated $327K and bringing the position to 10,584 shares worth $4.21M. The position accounts for 0.4% of the portfolio, ranked #43.

Synergy Asset Management first reported a position in ISRG in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.44M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Synergy Asset Management held 10,584 shares of Intuitive Surgical worth $4.21M as of Q2 2026.
  • Synergy Asset Management bought 749 Intuitive Surgical shares in Q2 2026, an estimated $327K.
  • Intuitive Surgical made up 0.4% of Synergy Asset Management's portfolio in Q2 2026, its #43 holding.
  • Synergy Asset Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 4 quarters since.
  • Synergy Asset Management's Intuitive Surgical position peaked at $5.44M in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.