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Venturi Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Venturi Wealth 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 		$594K Buy
1,493
+106
+8% +$46.3K 0.02% 340
2026
Q1 		$639K Sell
1,387
-267
-16% -$135K 0.03% 294
2025
Q4 		$937K Buy
1,654
+401
+32% +$213K 0.04% 210
2025
Q3 		$560K Sell
1,253
-542
-30% -$260K 0.03% 311
2025
Q2 		$975K Buy
1,795
+79
+5% +$41.3K 0.05% 204
2025
Q1 		$850K Buy
1,716
+74
+5% +$40.9K 0.04% 228
2024
Q4 		$857K Buy
1,642
+291
+22% +$152K 0.04% 226
2024
Q3 		$664K Buy
1,351
+844
+166% +$393K 0.03% 242
2024
Q2 		$226K Buy
507
+156
+44% +$62.1K 0.01% 391
2024
Q1 		$140K Buy
351
+10
+3% +$3.78K 0.01% 382
2023
Q4 		$115K Buy
341
+33
+11% +$9.84K 0.01% 398
2023
Q3 		$90K Sell
308
-20
-6% -$6.25K 0.01% 414
2023
Q2 		$112K Buy
328
+1
+0.3% +$303 0.01% 365
2023
Q1 		$83.5K Buy
+327
New +$80.6K 0.01% 421
2022
Q1 		– Sell
-1,059
Closed -$380K – 344
2021
Q4 		$380K Buy
+1,059
New +$364K 0.03% 270
2021
Q3 		– Sell
-660
Closed -$202K – 323
2021
Q2 		$202K Sell
660
-393
-37% -$110K 0.02% 296
2021
Q1 		$259K Buy
1,053
+72
+7% +$18.1K 0.02% 275
2020
Q4 		$268K Sell
981
-99
-9% -$24.6K 0.03% 263
2020
Q3 		$254K Buy
+1,080
New +$243K 0.03% 249

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Venturi Wealth Management's ISRG Position: Q2 2026 in Review

Venturi Wealth Management increased its Intuitive Surgical (ISRG) stake by 7.6% in Q2 2026, buying an estimated $46.3K and bringing the position to 1,493 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #340.

Venturi Wealth Management first reported a position in ISRG in Q3 2020 and has held it in 19 quarters since. The position peaked at $975K in Q2 2025. 499 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Venturi Wealth Management held 1,493 shares of Intuitive Surgical worth $594K as of Q2 2026.
  • Venturi Wealth Management bought 106 Intuitive Surgical shares in Q2 2026, an estimated $46.3K.
  • Intuitive Surgical made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Venturi Wealth Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 19 quarters since.
  • Venturi Wealth Management's Intuitive Surgical position peaked at $975K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.