West Branch Capital’s Intuitive Surgical ISRG Stock Holding History

West Branch 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	$215K	Sell	541 -113	-17%	-$49.4K	0.05%	84
2026 Q1	$301K	Sell	654 -74	-10%	-$37.4K	0.08%	68
2025 Q4	$412K	Sell	728 -8	-1%	-$4.26K	0.11%	63
2025 Q3	$329K	Buy	736 +51	+7%	+$24.5K	0.09%	72
2025 Q2	$372K	Hold	685	–	–	0.11%	60
2025 Q1	$339K	Buy	685 +164	+31%	+$90.7K	0.11%	63
2024 Q4	$272K	Hold	521	–	–	0.09%	75
2024 Q3	$256K	Buy	521 +1	+0.2%	+$466	0.09%	77
2024 Q2	$231K	Hold	520	–	–	0.09%	76
2024 Q1	$208K	Sell	520 -11	-2%	-$4.16K	0.08%	82
2023 Q4	$179K	Buy	+531	New	+$158K	0.08%	82
2022 Q4	–	Sell	-520	Closed	-$97K	–	466
2022 Q3	$97K	Buy	+520	New	+$112K	0.06%	121

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

West Branch Capital's ISRG Position: Q2 2026 in Review

West Branch Capital reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $49.4K and leaving 541 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #84.

West Branch Capital first reported a position in ISRG in Q3 2022 and has held it in 12 quarters since. The position peaked at $412K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

West Branch Capital held 541 shares of Intuitive Surgical worth $215K as of Q2 2026.
West Branch Capital sold 113 Intuitive Surgical shares in Q2 2026, an estimated $49.4K.
Intuitive Surgical made up 0.05% of West Branch Capital's portfolio in Q2 2026, its #84 holding.
West Branch Capital first reported a position in Intuitive Surgical in Q3 2022 and has held it in 12 quarters since.
West Branch Capital's Intuitive Surgical position peaked at $412K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.