TFC Financial Management’s Intuitive Surgical ISRG Stock Holding History

TFC Financial Management’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	$525K	Buy	1,319 +2	+0.2%	+$874	0.06%	82
2026 Q1	$607K	Hold	1,317	–	–	0.07%	69
2025 Q4	$746K	Hold	1,317	–	–	0.09%	65
2025 Q3	$589K	Hold	1,317	–	–	0.08%	69
2025 Q2	$716K	Hold	1,317	–	–	0.1%	64
2025 Q1	$652K	Hold	1,317	–	–	0.1%	61
2024 Q4	$687K	Hold	1,317	–	–	0.11%	59
2024 Q3	$647K	Hold	1,317	–	–	0.1%	62
2024 Q2	$586K	Hold	1,317	–	–	0.1%	60
2024 Q1	$526K	Sell	1,317 -41	-3%	-$15.5K	0.09%	71
2023 Q4	$458K	Sell	1,358 -2	-0.1%	-$596	0.09%	71
2023 Q3	$398K	Hold	1,360	–	–	0.09%	72
2023 Q2	$465K	Sell	1,360 -106	-7%	-$32.1K	0.11%	69
2023 Q1	$375K	Buy	1,466 +113	+8%	+$27.8K	0.1%	72
2022 Q4	$359K	Hold	1,353	–	–	0.1%	65
2022 Q3	$254K	Hold	1,353	–	–	0.08%	78
2022 Q2	$272K	Hold	1,353	–	–	0.08%	80
2022 Q1	$408K	Hold	1,353	–	–	0.12%	65
2021 Q4	$486K	Hold	1,353	–	–	0.15%	56
2021 Q3	$448K	Hold	1,353	–	–	0.15%	58
2021 Q2	$415K	Sell	1,353 -354	-21%	-$99.3K	0.14%	62
2021 Q1	$420K	Hold	1,707	–	–	0.17%	57
2020 Q4	$465K	Hold	1,707	–	–	0.2%	49
2020 Q3	$404K	Buy	+1,707	New	+$383K	0.2%	48

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

TFC Financial Management's ISRG Position: Q2 2026 in Review

TFC Financial Management increased its Intuitive Surgical (ISRG) stake by 0.15% in Q2 2026, buying an estimated $874 and bringing the position to 1,319 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #82.

TFC Financial Management first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $746K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

TFC Financial Management held 1,319 shares of Intuitive Surgical worth $525K as of Q2 2026.
TFC Financial Management bought 2 Intuitive Surgical shares in Q2 2026, an estimated $874.
Intuitive Surgical made up 0.06% of TFC Financial Management's portfolio in Q2 2026, its #82 holding.
TFC Financial Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Intuitive Surgical position peaked at $746K in Q4 2025.
1,081 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.