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Wealthcare Advisory Partners’s Intuitive Surgical ISRG Stock Holding History

Wealthcare Advisory Partners’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 		$1.51M Buy
3,788
+89
+2% +$38.9K 0.03% 416
2026
Q1 		$1.71M Sell
3,699
-837
-18% -$423K 0.03% 396
2025
Q4 		$2.57M Sell
4,536
-206
-4% -$110K 0.05% 300
2025
Q3 		$2.12M Sell
4,742
-341
-7% -$164K 0.04% 325
2025
Q2 		$2.76M Buy
5,083
+23
+0.5% +$12K 0.06% 258
2025
Q1 		$2.51M Buy
5,060
+1,056
+26% +$584K 0.07% 245
2024
Q4 		$2.09M Buy
4,004
+97
+2% +$50.5K 0.06% 262
2024
Q3 		$1.92M Buy
3,907
+84
+2% +$39.1K 0.05% 278
2024
Q2 		$1.7M Buy
3,823
+247
+7% +$98.4K 0.05% 264
2024
Q1 		$1.43M Buy
3,576
+17
+0.5% +$6.42K 0.05% 296
2023
Q4 		$1.2M Sell
3,559
-327
-8% -$97.5K 0.05% 279
2023
Q3 		$1.14M Buy
3,886
+31
+0.8% +$9.68K 0.05% 258
2023
Q2 		$1.32M Buy
3,855
+128
+3% +$38.7K 0.06% 241
2023
Q1 		$952K Buy
3,727
+27
+0.7% +$6.65K 0.04% 305
2022
Q4 		$982K Buy
+3,700
New +$902K 0.05% 279
2021
Q2 		– Sell
-1,095
Closed -$270K – 1203
2021
Q1 		$270K Sell
1,095
-1,041
-49% -$262K 0.02% 417
2020
Q4 		$582K Buy
2,136
+15
+0.7% +$3.73K 0.05% 213
2020
Q3 		$502K Hold
2,121
– – 0.06% 198
2020
Q2 		$403K Sell
2,121
-66
-3% -$11.8K 0.05% 204
2020
Q1 		$361K Buy
2,187
+87
+4% +$15.9K 0.05% 194
2019
Q4 		$414K Hold
2,100
– – 0.05% 192
2019
Q3 		$378K Buy
2,100
+87
+4% +$15K 0.05% 182
2019
Q2 		$352K Hold
2,013
– – 0.06% 182
2019
Q1 		$383K Hold
2,013
– – 0.07% 159
2018
Q4 		$321K Hold
2,013
– – 0.06% 154
2018
Q3 		$385K Hold
2,013
– – 0.07% 151
2018
Q2 		$321K Hold
2,013
– – 0.06% 164
2018
Q1 		$277K Buy
2,013
+1,995
+11,083% +$278K 0.06% 165
2017
Q4 		$2K Buy
+18
New +$2.25K ﹤0.01% 924

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

Wealthcare Advisory Partners's ISRG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Intuitive Surgical (ISRG) stake by 2.4% in Q2 2026, buying an estimated $38.9K and bringing the position to 3,788 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #416.

Wealthcare Advisory Partners first reported a position in ISRG in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.76M in Q2 2025. 539 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wealthcare Advisory Partners held 3,788 shares of Intuitive Surgical worth $1.51M as of Q2 2026.
  • Wealthcare Advisory Partners bought 89 Intuitive Surgical shares in Q2 2026, an estimated $38.9K.
  • Intuitive Surgical made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #416 holding.
  • Wealthcare Advisory Partners first reported a position in Intuitive Surgical in Q4 2017 and has held it in 29 quarters since.
  • Wealthcare Advisory Partners's Intuitive Surgical position peaked at $2.76M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.