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Traveka Wealth’s Intuitive Surgical ISRG Stock Holding History

Traveka Wealth’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 		$307K Buy
772
+83
+12% +$36.3K 0.1% 134
2026
Q1 		$317K Buy
689
+4
+0.6% +$2.02K 0.12% 117
2025
Q4 		$388K Sell
685
-14
-2% -$7.45K 0.16% 108
2025
Q3 		$312K Sell
699
-30
-4% -$14.4K 0.14% 111
2025
Q2 		$396K Sell
729
-55
-7% -$28.8K 0.21% 78
2025
Q1 		$388K Buy
784
+51
+7% +$28.2K 0.22% 78
2024
Q4 		$382K Buy
733
+25
+4% +$13K 0.21% 79
2024
Q3 		$348K Buy
708
+60
+9% +$27.9K 0.18% 81
2024
Q2 		$288K Buy
648
+35
+6% +$13.9K 0.14% 87
2024
Q1 		$245K Buy
+613
New +$232K 0.11% 101

Other funds holding ISRG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Traveka Wealth's ISRG Position: Q2 2026 in Review

Traveka Wealth increased its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, buying an estimated $36.3K and bringing the position to 772 shares worth $307K. The position accounts for 0.1% of the portfolio, ranked #134.

Traveka Wealth first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $396K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Traveka Wealth held 772 shares of Intuitive Surgical worth $307K as of Q2 2026.
  • Traveka Wealth bought 83 Intuitive Surgical shares in Q2 2026, an estimated $36.3K.
  • Intuitive Surgical made up 0.1% of Traveka Wealth's portfolio in Q2 2026, its #134 holding.
  • Traveka Wealth first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Traveka Wealth's Intuitive Surgical position peaked at $396K in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.