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WD Rutherford’s Intuitive Surgical ISRG Stock Holding History

WD Rutherford’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 		$923K Sell
2,322
-5,594
-71% -$2.44M 0.33% 55
2026
Q1 		$3.65M Sell
7,916
-154
-2% -$77.9K 1.62% 30
2025
Q4 		$4.57M Sell
8,070
-121
-1% -$64.4K 1.91% 18
2025
Q3 		$3.66M Buy
8,191
+71
+0.9% +$34.1K 1.56% 28
2025
Q2 		$4.41M Sell
8,120
-260
-3% -$136K 2.03% 18
2025
Q1 		$4.09M Buy
8,380
+70
+0.8% +$38.7K 2.18% 17
2024
Q4 		$4.34M Buy
8,310
+750
+10% +$391K 2.06% 17
2024
Q3 		$3.71M Sell
7,560
-286
-4% -$133K 1.81% 25
2024
Q2 		$3.49M Sell
7,846
-265
-3% -$106K 1.75% 23
2024
Q1 		$3.24M Sell
8,111
-290
-3% -$110K 1.68% 27
2023
Q4 		$3.16M Sell
8,401
-50
-0.6% -$14.9K 1.84% 25
2023
Q3 		$2.47M Sell
8,451
-2,609
-24% -$815K 1.69% 32
2023
Q2 		$3.78M Hold
11,060
– – 2.42% 15
2023
Q1 		$2.83M Hold
11,060
– – 1.99% 24
2022
Q4 		$2.96M Sell
11,060
-415
-4% -$101K 2.32% 19
2022
Q3 		$2.15M Sell
11,475
-135
-1% -$29K 1.73% 28
2022
Q2 		$2.33M Buy
11,610
+20
+0.2% +$4.69K 1.8% 24
2022
Q1 		$3.5M Buy
11,590
+25
+0.2% +$7.3K 2% 20
2021
Q4 		$4.16M Sell
11,565
-135
-1% -$46.4K 2.1% 17
2021
Q3 		$3.88M Sell
11,700
-105
-0.9% -$35.3K 2.11% 22
2021
Q2 		$3.62M Sell
11,805
-15
-0.1% -$4.21K 2.01% 24
2021
Q1 		$2.91M Buy
11,820
+735
+7% +$185K 1.81% 27
2020
Q4 		$3.02M Buy
+11,085
New +$2.75M 1.91% 26

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

WD Rutherford's ISRG Position: Q2 2026 in Review

WD Rutherford reduced its Intuitive Surgical (ISRG) stake by 71% in Q2 2026, selling an estimated $2.44M and leaving 2,322 shares worth $923K. The position accounts for 0.33% of the portfolio, ranked #55.

WD Rutherford first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.57M in Q4 2025. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • WD Rutherford held 2,322 shares of Intuitive Surgical worth $923K as of Q2 2026.
  • WD Rutherford sold 5,594 Intuitive Surgical shares in Q2 2026, an estimated $2.44M.
  • Intuitive Surgical made up 0.33% of WD Rutherford's portfolio in Q2 2026, its #55 holding.
  • WD Rutherford first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
  • WD Rutherford's Intuitive Surgical position peaked at $4.57M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.