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Wedmont Private Capital’s Intuitive Surgical ISRG Stock Holding History

Wedmont Private Capital’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 		$2.19M Sell
5,378
-906
-14% -$396K 0.06% 174
2026
Q1 		$2.9M Buy
6,284
+67
+1% +$33.9K 0.09% 127
2025
Q4 		$3.68M Buy
6,217
+269
+5% +$143K 0.13% 95
2025
Q3 		$2.62M Sell
5,948
-742
-11% -$356K 0.1% 122
2025
Q2 		$3.53M Buy
6,690
+258
+4% +$135K 0.15% 83
2025
Q1 		$3.17M Buy
6,432
+330
+5% +$182K 0.16% 77
2024
Q4 		$3.34M Buy
6,102
+431
+8% +$224K 0.18% 72
2024
Q3 		$2.67M Buy
5,671
+912
+19% +$425K 0.15% 80
2024
Q2 		$2.11M Buy
4,759
+365
+8% +$145K 0.13% 96
2024
Q1 		$1.72M Buy
4,394
+365
+9% +$138K 0.13% 103
2023
Q4 		$1.32M Buy
4,029
+1,666
+71% +$497K 0.11% 124
2023
Q3 		$696K Buy
2,363
+287
+14% +$89.6K 0.07% 191
2023
Q2 		$735K Buy
2,076
+253
+14% +$76.5K 0.08% 174
2023
Q1 		$472K Sell
1,823
-969
-35% -$239K 0.06% 235
2022
Q4 		$755K Buy
2,792
+720
+35% +$176K 0.11% 141
2022
Q3 		$388K Buy
+2,072
New +$445K 0.08% 202
2022
Q2 		– Sell
-1,690
Closed -$511K – 361
2022
Q1 		$511K Buy
1,690
+755
+81% +$221K 0.11% 140
2021
Q4 		$293K Buy
+935
New +$322K 0.09% 176

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

Wedmont Private Capital's ISRG Position: Q2 2026 in Review

Wedmont Private Capital reduced its Intuitive Surgical (ISRG) stake by 14% in Q2 2026, selling an estimated $396K and leaving 5,378 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #174.

Wedmont Private Capital first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.68M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Wedmont Private Capital held 5,378 shares of Intuitive Surgical worth $2.19M as of Q2 2026.
  • Wedmont Private Capital sold 906 Intuitive Surgical shares in Q2 2026, an estimated $396K.
  • Intuitive Surgical made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #174 holding.
  • Wedmont Private Capital first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Wedmont Private Capital's Intuitive Surgical position peaked at $3.68M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.