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Teamwork Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Teamwork Financial Advisors’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 		$407K Sell
1,024
-107
-9% -$46.7K 0.04% 143
2026
Q1 		$521K Sell
1,131
-405
-26% -$205K 0.06% 132
2025
Q4 		$870K Sell
1,536
-3,445
-69% -$1.83M 0.09% 109
2025
Q3 		$2.23M Sell
4,981
-30,617
-86% -$14.7M 0.23% 72
2025
Q2 		$19.3M Buy
35,598
+463
+1% +$242K 2.24% 17
2025
Q1 		$17.4M Sell
35,135
-2,958
-8% -$1.64M 2.32% 17
2024
Q4 		$19.9M Buy
38,093
+3,265
+9% +$1.7M 2.58% 12
2024
Q3 		$17.1M Buy
34,828
+195
+0.6% +$90.8K 2.37% 14
2024
Q2 		$15.4M Buy
34,633
+8,703
+34% +$3.47M 2.28% 13
2024
Q1 		$10.3M Buy
25,930
+6,299
+32% +$2.38M 1.59% 21
2023
Q4 		$6.62M Sell
19,631
-1,212
-6% -$361K 1.14% 19
2023
Q3 		$6.09M Buy
20,843
+240
+1% +$75K 0.99% 25
2023
Q2 		$7.04M Buy
20,603
+1,815
+10% +$549K 1.14% 16
2023
Q1 		$4.8M Buy
18,788
+17,998
+2,278% +$4.43M 0.89% 29
2022
Q4 		$210K Sell
790
-16,727
-95% -$4.08M 0.04% 179
2022
Q3 		$3.28M Buy
+17,517
New +$3.76M 0.71% 29
2022
Q2 		– Sell
-751
Closed -$227K – 227
2022
Q1 		$227K Sell
751
-292
-28% -$85.3K 0.04% 228
2021
Q4 		$375K Sell
1,043
-514
-33% -$177K 0.07% 214
2021
Q3 		$516K Buy
1,557
+102
+7% +$34.3K 0.1% 155
2021
Q2 		$446K Buy
1,455
+93
+7% +$26.1K 0.09% 163
2021
Q1 		$335K Buy
1,362
+114
+9% +$28.7K 0.08% 182
2020
Q4 		$340K Buy
1,248
+30
+2% +$7.45K 0.08% 155
2020
Q3 		$288K Buy
1,218
+156
+15% +$35K 0.09% 145
2020
Q2 		$202K Buy
+1,062
New +$190K 0.07% 179

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Teamwork Financial Advisors's ISRG Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 9.5% in Q2 2026, selling an estimated $46.7K and leaving 1,024 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #143.

Teamwork Financial Advisors first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.9M in Q4 2024. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Teamwork Financial Advisors held 1,024 shares of Intuitive Surgical worth $407K as of Q2 2026.
  • Teamwork Financial Advisors sold 107 Intuitive Surgical shares in Q2 2026, an estimated $46.7K.
  • Intuitive Surgical made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Teamwork Financial Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
  • Teamwork Financial Advisors's Intuitive Surgical position peaked at $19.9M in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.