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Verdence Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Verdence Capital Advisors’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 		$885K Sell
2,226
-48
-2% -$21K 0.05% 324
2026
Q1 		$1.05M Buy
2,274
+82
+4% +$41.5K 0.06% 277
2025
Q4 		$1.24M Buy
2,192
+1,200
+121% +$639K 0.07% 248
2025
Q3 		$547K Buy
992
+77
+8% +$37K 0.03% 421
2025
Q2 		$497K Buy
915
+20
+2% +$10.5K 0.03% 419
2025
Q1 		$443K Sell
895
-26
-3% -$14.4K 0.03% 430
2024
Q4 		$481K Sell
921
-573
-38% -$298K 0.04% 362
2024
Q3 		$734K Sell
1,494
-210
-12% -$97.8K 0.06% 306
2024
Q2 		$758K Sell
1,704
-348
-17% -$139K 0.07% 281
2024
Q1 		$819K Sell
2,052
-53
-3% -$20K 0.07% 268
2023
Q4 		$710K Buy
2,105
+40
+2% +$11.9K 0.07% 274
2023
Q3 		$604K Sell
2,065
-234
-10% -$73.1K 0.07% 297
2023
Q2 		$786K Sell
2,299
-885
-28% -$268K 0.09% 230
2023
Q1 		$813K Sell
3,184
-66
-2% -$16.3K 0.1% 229
2022
Q4 		$862K Sell
3,250
-403
-11% -$98.3K 0.11% 200
2022
Q3 		$685K Buy
3,653
+999
+38% +$215K 0.09% 219
2022
Q2 		$533K Buy
2,654
+921
+53% +$216K 0.07% 282
2022
Q1 		$523K Buy
1,733
+64
+4% +$18.7K 0.06% 291
2021
Q4 		$600K Buy
1,669
+13
+0.8% +$4.47K 0.07% 255
2021
Q3 		$549K Buy
1,656
+300
+22% +$101K 0.07% 259
2021
Q2 		$416K Buy
1,356
+444
+49% +$125K 0.06% 285
2021
Q1 		$225K Sell
912
-9
-1% -$2.26K 0.04% 404
2020
Q4 		$251K Buy
921
+18
+2% +$4.47K 0.05% 339
2020
Q3 		$214K Buy
+903
New +$203K 0.05% 316

Other funds holding ISRG

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
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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Verdence Capital Advisors's ISRG Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 2.1% in Q2 2026, selling an estimated $21K and leaving 2,226 shares worth $885K. The position accounts for 0.05% of the portfolio, ranked #324.

Verdence Capital Advisors first reported a position in ISRG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.24M in Q4 2025. 960 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Verdence Capital Advisors held 2,226 shares of Intuitive Surgical worth $885K as of Q2 2026.
  • Verdence Capital Advisors sold 48 Intuitive Surgical shares in Q2 2026, an estimated $21K.
  • Intuitive Surgical made up 0.05% of Verdence Capital Advisors's portfolio in Q2 2026, its #324 holding.
  • Verdence Capital Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 24 quarters since.
  • Verdence Capital Advisors's Intuitive Surgical position peaked at $1.24M in Q4 2025.
  • 960 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.