VisionPoint Advisory Group’s Intuitive Surgical ISRG Stock Holding History

VisionPoint Advisory Group’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	$328K	Sell	825 -60	-7%	-$26.2K	0.05%	337
2026 Q1	$408K	Buy	885 +82	+10%	+$41.5K	0.08%	260
2025 Q4	$455K	Buy	803 +16	+2%	+$8.52K	0.09%	226
2025 Q3	$352K	Sell	787 -40	-5%	-$19.2K	0.07%	268
2025 Q2	$449K	Buy	+827	New	+$432K	0.1%	197
2024 Q3	–	Sell	-34	Closed	-$15.1K	–	504
2024 Q2	$15.1K	Buy	34 +27	+386%	+$10.8K	0.01%	440
2024 Q1	$2.79K	Hold	7	–	–	﹤0.01%	633
2023 Q4	$2.36K	Buy	+7	New	+$2.09K	﹤0.01%	596

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

VisionPoint Advisory Group's ISRG Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Intuitive Surgical (ISRG) stake by 6.8% in Q2 2026, selling an estimated $26.2K and leaving 825 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #337.

VisionPoint Advisory Group first reported a position in ISRG in Q4 2023 and has held it in 8 quarters since. The position peaked at $455K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

VisionPoint Advisory Group held 825 shares of Intuitive Surgical worth $328K as of Q2 2026.
VisionPoint Advisory Group sold 60 Intuitive Surgical shares in Q2 2026, an estimated $26.2K.
Intuitive Surgical made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #337 holding.
VisionPoint Advisory Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 8 quarters since.
VisionPoint Advisory Group's Intuitive Surgical position peaked at $455K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.