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RAFFA WEALTH MANAGEMENT, LLC’s Intuitive Surgical ISRG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$31K Buy
78
+9
+13% +$3.93K ﹤0.01% 223
2026
Q1 		$31.8K Buy
69
+1
+1% +$506 0.01% 205
2025
Q4 		$38.5K Buy
68
+5
+8% +$2.66K 0.01% 185
2025
Q3 		$28.2K Sell
63
-85
-57% -$40.8K 0.01% 214
2025
Q2 		$80.4K Buy
148
+92
+164% +$48.1K 0.02% 140
2025
Q1 		$27.7K Sell
56
-9
-14% -$4.98K 0.01% 185
2024
Q4 		$33.9K Sell
65
-2
-3% -$1.04K 0.01% 180
2024
Q3 		$32.9K Sell
67
-11
-14% -$5.12K 0.01% 171
2024
Q2 		$34.7K Buy
78
+8
+11% +$3.19K 0.01% 231
2024
Q1 		$27.9K Hold
70
– – 0.01% 249
2023
Q4 		$23.6K Sell
70
-75
-52% -$22.4K 0.01% 196
2023
Q3 		$42.4K Hold
145
– – 0.01% 139
2023
Q2 		$49.6K Hold
145
– – 0.02% 135
2023
Q1 		$37K Buy
145
+1
+0.7% +$246 0.01% 167
2022
Q4 		$38.2K Buy
144
+24
+20% +$5.85K 0.02% 158
2022
Q3 		$22.5K Hold
120
– – 0.01% 193
2022
Q2 		$24.1K Hold
120
– – 0.01% 190
2022
Q1 		$36.2K Hold
120
– – 0.01% 167
2021
Q4 		$43.1K Hold
120
– – 0.01% 163
2021
Q3 		$39.8K Hold
120
– – 0.01% 149
2021
Q2 		$36.8K Buy
120
+24
+25% +$6.73K 0.01% 155
2021
Q1 		$23.4K Buy
96
+9
+10% +$2.26K 0.01% 184
2020
Q4 		$23.7K Sell
87
-21
-19% -$5.21K 0.01% 170
2020
Q3 		$25.5K Buy
108
+15
+16% +$3.37K 0.01% 159
2020
Q2 		$17.7K Sell
93
-15
-14% -$2.69K 0.01% 179
2020
Q1 		$17.8K Buy
108
+81
+300% +$14.8K 0.01% 156
2019
Q4 		$5.32K Hold
27
– – ﹤0.01% 269
2019
Q3 		$4.86K Buy
+27
New +$4.67K ﹤0.01% 277
2019
Q2 		– Sell
-27
Closed -$5.13K – 1051
2019
Q1 		$5.13K Sell
27
-153
-85% -$27.2K ﹤0.01% 227
2018
Q4 		$28.7K Buy
180
+153
+567% +$25.9K 0.01% 157
2018
Q3 		$5.17K Hold
27
– – ﹤0.01% 258
2018
Q2 		$4.31K Hold
27
– – ﹤0.01% 261
2018
Q1 		$3.71K Buy
+27
New +$3.77K ﹤0.01% 275

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

RAFFA WEALTH MANAGEMENT, LLC's ISRG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, buying an estimated $3.93K and bringing the position to 78 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ISRG in Q1 2018 and has held it in 33 quarters since. The position peaked at $80.4K in Q2 2025. 748 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 78 shares of Intuitive Surgical worth $31K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 9 Intuitive Surgical shares in Q2 2026, an estimated $3.93K.
  • Intuitive Surgical made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #223 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Intuitive Surgical in Q1 2018 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Intuitive Surgical position peaked at $80.4K in Q2 2025.
  • 748 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.