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True Wealth Design’s Intuitive Surgical ISRG Stock Holding History

True Wealth Design’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 		$19.1K Sell
48
-71
-60% -$31K ﹤0.01% 826
2026
Q1 		$54.9K Sell
119
-57
-32% -$28.8K 0.02% 375
2025
Q4 		$99.7K Buy
176
+7
+4% +$3.73K 0.03% 189
2025
Q3 		$75.8K Buy
169
+25
+17% +$12K 0.02% 224
2025
Q2 		$78.5K Buy
144
+10
+7% +$5.23K 0.03% 139
2025
Q1 		$66.6K Buy
134
+1
+0.8% +$553 0.03% 149
2024
Q4 		$69.7K Buy
133
+3
+2% +$1.56K 0.03% 111
2024
Q3 		$63.9K Hold
130
– – 0.02% 99
2024
Q2 		$57.8K Buy
130
+1
+0.8% +$398 0.01% 158
2024
Q1 		$51.5K Buy
129
+2
+2% +$756 0.01% 161
2023
Q4 		$42.8K Buy
127
+125
+6,250% +$37.3K 0.01% 163
2023
Q3 		$585 Hold
2
– – ﹤0.01% 396
2023
Q2 		$684 Hold
2
– – ﹤0.01% 374
2023
Q1 		$511 Hold
2
– – ﹤0.01% 516
2022
Q4 		$531 Buy
+2
New +$488 ﹤0.01% 441

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

True Wealth Design's ISRG Position: Q2 2026 in Review

True Wealth Design reduced its Intuitive Surgical (ISRG) stake by 60% in Q2 2026, selling an estimated $31K and leaving 48 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

True Wealth Design first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.7K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • True Wealth Design held 48 shares of Intuitive Surgical worth $19.1K as of Q2 2026.
  • True Wealth Design sold 71 Intuitive Surgical shares in Q2 2026, an estimated $31K.
  • Intuitive Surgical made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #826 holding.
  • True Wealth Design first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Intuitive Surgical position peaked at $99.7K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.