WPW
ISRG icon

Waldron Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Waldron Private Wealth’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 		$279K Sell
701
-5
-0.7% -$2.18K 0.01% 301
2026
Q1 		$325K Buy
706
+141
+25% +$71.3K 0.01% 262
2025
Q4 		$320K Sell
565
-47
-8% -$25K 0.01% 257
2025
Q3 		$274K Sell
612
-157
-20% -$75.3K 0.01% 270
2025
Q2 		$418K Sell
769
-181
-19% -$94.6K 0.02% 207
2025
Q1 		$471K Sell
950
-2,114
-69% -$1.17M 0.02% 189
2024
Q4 		$1.6M Buy
3,064
+617
+25% +$321K 0.06% 127
2024
Q3 		$1.2M Sell
2,447
-6
-0.2% -$2.79K 0.05% 149
2024
Q2 		$1.09M Buy
2,453
+238
+11% +$94.8K 0.05% 151
2024
Q1 		$884K Buy
2,215
+109
+5% +$41.2K 0.04% 178
2023
Q4 		$710K Sell
2,106
-235
-10% -$70.1K 0.03% 192
2023
Q3 		$684K Sell
2,341
-69
-3% -$21.5K 0.04% 187
2023
Q2 		$824K Buy
2,410
+350
+17% +$106K 0.04% 173
2023
Q1 		$526K Buy
2,060
+65
+3% +$16K 0.03% 243
2022
Q4 		$373K Hold
1,995
– – 0.02% 274
2022
Q3 		$373K Buy
1,995
+191
+11% +$41K 0.02% 274
2022
Q2 		$362K Buy
1,804
+80
+5% +$18.8K 0.02% 276
2022
Q1 		$520K Buy
1,724
+176
+11% +$51.4K 0.03% 253
2021
Q4 		$556K Buy
1,548
+96
+7% +$33K 0.03% 245
2021
Q3 		$481K Buy
1,452
+426
+42% +$143K 0.03% 232
2021
Q2 		$314K Buy
+1,026
New +$288K 0.02% 266
2020
Q1 		– Sell
-1,116
Closed -$219K – 267
2019
Q4 		$219K Buy
+1,116
New +$209K 0.02% 248

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

Waldron Private Wealth's ISRG Position: Q2 2026 in Review

Waldron Private Wealth reduced its Intuitive Surgical (ISRG) stake by 0.71% in Q2 2026, selling an estimated $2.18K and leaving 701 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #301.

Waldron Private Wealth first reported a position in ISRG in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.6M in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Waldron Private Wealth held 701 shares of Intuitive Surgical worth $279K as of Q2 2026.
  • Waldron Private Wealth sold 5 Intuitive Surgical shares in Q2 2026, an estimated $2.18K.
  • Intuitive Surgical made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #301 holding.
  • Waldron Private Wealth first reported a position in Intuitive Surgical in Q4 2019 and has held it in 22 quarters since.
  • Waldron Private Wealth's Intuitive Surgical position peaked at $1.6M in Q4 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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