WG
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Welch Group’s Intuitive Surgical ISRG Stock Holding History

Welch Group’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 		– Sell
-519
Closed -$239K – 331
2026
Q1 		$239K Sell
519
-120
-19% -$60.7K 0.01% 264
2025
Q4 		$362K Buy
639
+134
+27% +$71.3K 0.01% 216
2025
Q3 		$226K Buy
505
+45
+10% +$21.6K 0.01% 270
2025
Q2 		$250K Buy
460
+3
+0.7% +$1.57K 0.01% 230
2025
Q1 		$225K Hold
457
– – 0.01% 229
2024
Q4 		$241K Buy
457
+5
+1% +$2.6K 0.01% 230
2024
Q3 		$222K Buy
+452
New +$210K 0.01% 245

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

Welch Group's ISRG Position: Q2 2026 in Review

Welch Group sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 519 shares — an estimated $239K sold.

Welch Group first reported a position in ISRG in Q3 2024 and held it in 7 quarters. The position peaked at $362K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Welch Group reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Welch Group sold 519 Intuitive Surgical shares in Q2 2026, an estimated $239K.
  • Welch Group first reported a position in Intuitive Surgical in Q3 2024 and held it in 7 quarters.
  • Welch Group's Intuitive Surgical position peaked at $362K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.