Wealth Enhancement Advisory Services
ISRG icon

Wealth Enhancement Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Wealth Enhancement Advisory Services’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 		$70.1K Buy
+200
New +$87.4K ﹤0.01% 3866

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

Wealth Enhancement Advisory Services's ISRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, buying an estimated $7.52M and bringing the position to 117,043 shares worth $41M. The position accounts for 0.07% of the portfolio, ranked #249.

Wealth Enhancement Advisory Services first reported a position in ISRG in Q3 2017 and has held it in 22 quarters since. The position peaked at $138M in Q4 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 117,043 shares of Intuitive Surgical worth $41M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,220 Intuitive Surgical shares in Q2 2026, an estimated $7.52M.
  • Intuitive Surgical made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #249 holding.
  • Wealth Enhancement Advisory Services first reported a position in Intuitive Surgical in Q3 2017 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Intuitive Surgical position peaked at $138M in Q4 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.