Tradewinds Capital Management’s Intuitive Surgical ISRG Stock Holding History

Tradewinds Capital 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	–	Sell	-7	Closed	-$3.23K	–	749
2026 Q1	$3.23K	Hold	7	–	–	﹤0.01%	506
2025 Q4	$3.96K	Hold	7	–	–	﹤0.01%	469
2025 Q3	$3.13K	Hold	7	–	–	﹤0.01%	476
2025 Q2	$3.8K	Buy	+7	New	+$3.66K	﹤0.01%	425
2021 Q2	–	Sell	-54	Closed	-$13K	–	793
2021 Q1	$13K	Hold	54	–	–	﹤0.01%	411
2020 Q4	$15K	Hold	54	–	–	﹤0.01%	361
2020 Q3	$13K	Hold	54	–	–	﹤0.01%	360
2020 Q2	$10K	Hold	54	–	–	﹤0.01%	386
2020 Q1	$9K	Hold	54	–	–	﹤0.01%	368
2019 Q4	$11K	Hold	54	–	–	﹤0.01%	400
2019 Q3	$10K	Sell	54 -21	-28%	-$3.63K	﹤0.01%	377
2019 Q2	$13K	Hold	75	–	–	0.01%	330
2019 Q1	$14K	Hold	75	–	–	0.01%	333
2018 Q4	$12K	Buy	75 +21	+39%	+$3.56K	0.01%	350
2018 Q3	$10K	Hold	54	–	–	﹤0.01%	413
2018 Q2	$9K	Hold	54	–	–	﹤0.01%	425
2018 Q1	$7K	Hold	54	–	–	﹤0.01%	437
2017 Q4	$7K	Hold	54	–	–	﹤0.01%	461
2017 Q3	$6K	Hold	54	–	–	﹤0.01%	464
2017 Q2	$6K	Hold	54	–	–	﹤0.01%	458
2017 Q1	$5K	Hold	54	–	–	﹤0.01%	491
2016 Q4	$4K	Hold	54	–	–	﹤0.01%	463
2016 Q3	$4K	Hold	54	–	–	﹤0.01%	457
2016 Q2	$4K	Hold	54	–	–	﹤0.01%	463
2016 Q1	$4K	Hold	54	–	–	﹤0.01%	486
2015 Q4	$3K	Hold	54	–	–	﹤0.01%	496
2015 Q3	$3K	Hold	54	–	–	﹤0.01%	486
2015 Q2	$3K	Hold	54	–	–	﹤0.01%	535
2015 Q1	$3K	Hold	54	–	–	﹤0.01%	494
2014 Q4	$3K	Hold	54	–	–	﹤0.01%	504
2014 Q3	$3K	Hold	54	–	–	﹤0.01%	486
2014 Q2	$2K	Hold	54	–	–	﹤0.01%	544
2014 Q1	$3K	Hold	54	–	–	﹤0.01%	507
2013 Q4	$2K	Buy	+54	New	+$2.27K	﹤0.01%	526

Other funds holding ISRG

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

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Tradewinds Capital Management's ISRG Position: Q2 2026 in Review

Tradewinds Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 7 shares — an estimated $3.23K sold.

Tradewinds Capital Management first reported a position in ISRG in Q4 2013 and held it in 34 quarters. The position peaked at $15K in Q4 2020. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Tradewinds Capital Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Tradewinds Capital Management sold 7 Intuitive Surgical shares in Q2 2026, an estimated $3.23K.
Tradewinds Capital Management first reported a position in Intuitive Surgical in Q4 2013 and held it in 34 quarters.
Tradewinds Capital Management's Intuitive Surgical position peaked at $15K in Q4 2020.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.