Wellspring Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Wellspring Financial Advisors’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	$1.22M	Sell	3,053 -405	-12%	-$177K	0.08%	92
2026 Q1	$1.59M	Buy	3,458 +1,405	+68%	+$711K	0.12%	68
2025 Q4	$1.16M	Buy	+2,053	New	+$1.09M	0.09%	73
2025 Q3	–	Sell	-537	Closed	-$292K	–	191
2025 Q2	$292K	Buy	+537	New	+$281K	0.03%	114
2024 Q4	–	Sell	-709	Closed	-$348K	–	163
2024 Q3	$348K	Buy	+709	New	+$330K	0.04%	105

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wellspring Financial Advisors's ISRG Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $177K and leaving 3,053 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #92.

Wellspring Financial Advisors first reported a position in ISRG in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.59M in Q1 2026. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Wellspring Financial Advisors held 3,053 shares of Intuitive Surgical worth $1.22M as of Q2 2026.
Wellspring Financial Advisors sold 405 Intuitive Surgical shares in Q2 2026, an estimated $177K.
Intuitive Surgical made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #92 holding.
Wellspring Financial Advisors first reported a position in Intuitive Surgical in Q3 2024 and has held it in 5 quarters since.
Wellspring Financial Advisors's Intuitive Surgical position peaked at $1.59M in Q1 2026.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.