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WESPAC Advisors SoCal’s Intuitive Surgical ISRG Stock Holding History

WESPAC Advisors SoCal’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 		$316K Buy
795
+5
+0.6% +$2.18K 0.06% 106
2026
Q1 		$364K Hold
790
– – 0.08% 96
2025
Q4 		$447K Sell
790
-11
-1% -$5.86K 0.09% 90
2025
Q3 		$358K Hold
801
– – 0.07% 93
2025
Q2 		$435K Sell
801
-10
-1% -$5.23K 0.1% 85
2025
Q1 		$402K Sell
811
-78
-9% -$43.1K 0.1% 82
2024
Q4 		$464K Hold
889
– – 0.11% 77
2024
Q3 		$437K Sell
889
-24
-3% -$11.2K 0.1% 75
2024
Q2 		$406K Hold
913
– – 0.1% 73
2024
Q1 		$364K Sell
913
-20
-2% -$7.56K 0.1% 76
2023
Q4 		$315K Hold
933
– – 0.09% 80
2023
Q3 		$273K Buy
933
+3
+0.3% +$937 0.09% 79
2023
Q2 		$318K Sell
930
-20
-2% -$6.05K 0.11% 78
2023
Q1 		$243K Sell
950
-75
-7% -$18.5K 0.08% 86
2022
Q4 		$272K Hold
1,025
– – 0.1% 81
2022
Q3 		$253K Sell
1,025
-9
-0.9% -$1.93K 0.11% 66
2022
Q2 		$208K Sell
1,034
-8,364
-89% -$1.96M 0.08% 76
2022
Q1 		$2.83M Sell
9,398
-27
-0.3% -$7.89K 0.87% 33
2021
Q4 		$2.7M Sell
9,425
-18,907
-67% -$6.51M 0.83% 33
2021
Q3 		$3.12M Buy
28,332
+16,449
+138% +$5.52M 1.02% 33
2021
Q2 		$3.64M Buy
11,883
+504
+4% +$141K 1.21% 28
2021
Q1 		$2.8M Buy
11,379
+540
+5% +$136K 1.1% 29
2020
Q4 		$2.96M Buy
10,839
+315
+3% +$78.2K 1.17% 28
2020
Q3 		$2.59M Buy
10,524
+330
+3% +$74.1K 1.23% 25
2020
Q2 		$1.96M Buy
10,194
+1,215
+14% +$218K 0.91% 29
2020
Q1 		$1.57M Sell
8,979
-159
-2% -$29.1K 0.87% 26
2019
Q4 		$1.8M Sell
9,138
-303
-3% -$56.7K 0.86% 27
2019
Q3 		$1.7M Sell
9,441
-744
-7% -$129K 0.84% 28
2019
Q2 		$1.78M Sell
10,185
-261
-2% -$44.7K 0.95% 29
2019
Q1 		$1.99M Buy
10,446
+966
+10% +$172K 1.1% 26
2018
Q4 		$1.51M Sell
9,480
-939
-9% -$159K 0.96% 27
2018
Q3 		$1.99M Sell
10,419
-75
-0.7% -$13.3K 1% 31
2018
Q2 		$1.67M Sell
10,494
-585
-5% -$89.2K 0.96% 30
2018
Q1 		$1.52M Buy
11,079
+60
+0.5% +$8.37K 0.88% 30
2017
Q4 		$1.34M Buy
11,019
+1,551
+16% +$194K 0.76% 33
2017
Q3 		$1.1M Sell
9,468
-135
-1% -$14.7K 0.65% 32
2017
Q2 		$998K Sell
9,603
-27
-0.3% -$2.6K 0.64% 31
2017
Q1 		$820K Buy
9,630
+990
+11% +$78.2K 0.51% 34
2016
Q4 		$609K Buy
8,640
+5,085
+143% +$374K 0.39% 39
2016
Q3 		$286K Hold
3,555
– – 0.19% 70
2016
Q2 		$261K Buy
3,555
+900
+34% +$63.3K 0.17% 74
2016
Q1 		$177K Buy
2,655
+1,755
+195% +$109K 0.13% 76
2015
Q4 		$54K Buy
+900
New +$50.5K 0.04% 119

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
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

WESPAC Advisors SoCal's ISRG Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Intuitive Surgical (ISRG) stake by 0.63% in Q2 2026, buying an estimated $2.18K and bringing the position to 795 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #106.

WESPAC Advisors SoCal first reported a position in ISRG in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.64M in Q2 2021. 382 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • WESPAC Advisors SoCal held 795 shares of Intuitive Surgical worth $316K as of Q2 2026.
  • WESPAC Advisors SoCal bought 5 Intuitive Surgical shares in Q2 2026, an estimated $2.18K.
  • Intuitive Surgical made up 0.06% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #106 holding.
  • WESPAC Advisors SoCal first reported a position in Intuitive Surgical in Q4 2015 and has held it in 43 quarters since.
  • WESPAC Advisors SoCal's Intuitive Surgical position peaked at $3.64M in Q2 2021.
  • 382 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.