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Toth Financial Advisory’s Intuitive Surgical ISRG Stock Holding History

Toth Financial Advisory’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 		$155K Hold
390
– – 0.02% 254
2026
Q1 		$180K Sell
390
-5
-1% -$2.53K 0.02% 227
2025
Q4 		$224K Buy
395
+15
+4% +$7.99K 0.02% 209
2025
Q3 		$170K Buy
380
+200
+111% +$96K 0.02% 228
2025
Q2 		$97.8K Sell
180
-3
-2% -$1.57K 0.01% 244
2025
Q1 		$90.6K Buy
183
+3
+2% +$1.66K 0.01% 247
2024
Q4 		$94K Hold
180
– – 0.01% 244
2024
Q3 		$88.4K Buy
180
+60
+50% +$27.9K 0.01% 242
2024
Q2 		$53.4K Hold
120
– – 0.01% 287
2024
Q1 		$47.9K Sell
120
-29
-19% -$11K 0.01% 295
2023
Q4 		$50.3K Hold
149
– – 0.01% 297
2023
Q3 		$43.6K Buy
149
+26
+21% +$8.12K 0.01% 288
2023
Q2 		$42.1K Sell
123
-96
-44% -$29K 0.01% 292
2023
Q1 		$55.9K Buy
219
+18
+9% +$4.43K 0.01% 260
2022
Q4 		$53.3K Hold
201
– – 0.01% 273
2022
Q3 		$38K Sell
201
-5
-2% -$1.07K 0.01% 300
2022
Q2 		$41K Buy
206
+5
+2% +$1.17K 0.01% 290
2022
Q1 		$61K Sell
201
-9
-4% -$2.63K 0.01% 267
2021
Q4 		$75K Hold
210
– – 0.01% 265
2021
Q3 		$70K Buy
210
+9
+4% +$3.02K 0.01% 270
2021
Q2 		$62K Hold
201
– – 0.01% 270
2021
Q1 		$50K Sell
201
-1,419
-88% -$357K 0.01% 292
2020
Q4 		$442K Sell
1,620
-255
-14% -$63.3K 0.08% 144
2020
Q3 		$443K Buy
1,875
+255
+16% +$57.3K 0.09% 138
2020
Q2 		$308K Buy
1,620
+1,170
+260% +$210K 0.07% 142
2020
Q1 		$74K Sell
450
-2,547
-85% -$466K 0.02% 157
2019
Q4 		$591K Buy
+2,997
New +$561K 0.12% 117

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
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Toth Financial Advisory's ISRG Position: Q2 2026 in Review

Toth Financial Advisory held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 390 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #254.

Toth Financial Advisory first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $591K in Q4 2019. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Toth Financial Advisory held 390 shares of Intuitive Surgical worth $155K as of Q2 2026.
  • Toth Financial Advisory left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #254 holding.
  • Toth Financial Advisory first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
  • Toth Financial Advisory's Intuitive Surgical position peaked at $591K in Q4 2019.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.