Westmount Partners’s Intuitive Surgical ISRG Stock Holding History

Westmount Partners’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	$1.5M	Buy	3,764 +221	+6%	+$96.6K	0.33%	68
2026 Q1	$1.63M	Sell	3,543 -38	-1%	-$19.2K	0.4%	55
2025 Q4	$2.03M	Sell	3,581 -263	-7%	-$140K	0.51%	44
2025 Q3	$1.68M	Hold	3,844	–	–	0.43%	51
2025 Q2	$2.09M	Buy	3,844 +3	+0.1%	+$1.57K	0.57%	40
2025 Q1	$1.9M	Buy	3,841 +50	+1%	+$27.7K	0.58%	40
2024 Q4	$1.98M	Hold	3,791	–	–	0.6%	37
2024 Q3	$1.86M	Sell	3,791 -3	-0.1%	-$1.4K	0.56%	38
2024 Q2	$1.66M	Buy	3,794 +28	+0.7%	+$11.2K	0.55%	41
2024 Q1	$1.5M	Hold	3,766	–	–	0.54%	40
2023 Q4	$1.27M	Sell	3,766 -9	-0.2%	-$2.68K	0.52%	41
2023 Q3	$1.1M	Sell	3,775 -14	-0.4%	-$4.37K	0.49%	44
2023 Q2	$1.3M	Buy	3,789 +30	+0.8%	+$9.08K	0.56%	38
2023 Q1	$960K	Hold	3,759	–	–	0.44%	44
2022 Q4	$997K	Buy	+3,759	New	+$917K	0.52%	40

Other funds holding ISRG

Assenagon Asset Management

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

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return