Waterway Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Waterway 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	$772K	Buy	1,942 +85	+5%	+$37.1K	0.16%	62
2026 Q1	$856K	Sell	1,857 -505	-21%	-$255K	0.19%	60
2025 Q4	$1.34M	Buy	2,362 +87	+4%	+$46.3K	0.3%	36
2025 Q3	$1.02M	Buy	2,275 +782	+52%	+$375K	0.24%	42
2025 Q2	$811K	Buy	+1,493	New	+$781K	0.25%	43

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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Waterway Wealth Management increased its Intuitive Surgical (ISRG) stake by 4.6% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,942 shares worth $772K. The position accounts for 0.16% of the portfolio, ranked #62.

Waterway Wealth Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 488 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Waterway Wealth Management held 1,942 shares of Intuitive Surgical worth $772K as of Q2 2026.
Waterway Wealth Management bought 85 Intuitive Surgical shares in Q2 2026, an estimated $37.1K.
Intuitive Surgical made up 0.16% of Waterway Wealth Management's portfolio in Q2 2026, its #62 holding.
Waterway Wealth Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
Waterway Wealth Management's Intuitive Surgical position peaked at $1.34M in Q4 2025.
488 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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