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Willner & Heller’s Intuitive Surgical ISRG Stock Holding History

Willner & Heller’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 		$1.4M Buy
3,510
+125
+4% +$54.6K 0.87% 28
2026
Q1 		$1.56M Buy
3,385
+20
+0.6% +$10.1K 1.16% 21
2025
Q4 		$1.91M Sell
3,365
-71
-2% -$37.8K 1.37% 15
2025
Q3 		$1.54M Hold
3,436
– – 1.18% 19
2025
Q2 		$1.87M Sell
3,436
-217
-6% -$113K 1.57% 10
2025
Q1 		$1.81M Sell
3,653
-2
-0.1% -$1.11K 1.67% 10
2024
Q4 		$1.91M Sell
3,655
-220
-6% -$115K 1.67% 11
2024
Q3 		$1.9M Hold
3,875
– – 1.7% 9
2024
Q2 		$1.72M Hold
3,875
– – 1.65% 10
2024
Q1 		$1.55M Sell
3,875
-90
-2% -$34K 1.54% 11
2023
Q4 		$1.34M Buy
+3,965
New +$1.18M 1.49% 11
2022
Q4 		$1.11M Buy
4,197
+27
+0.6% +$6.58K 1.58% 10
2022
Q3 		$782K Buy
4,170
+70
+2% +$15K 1.26% 21
2022
Q2 		$823K Buy
4,100
+2,225
+119% +$522K 1.28% 21
2022
Q1 		$674K Buy
1,875
+1,250
+200% +$365K 0.83% 40
2021
Q4 		$621K Buy
+625
New +$215K 0.83% 40

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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Willner & Heller's ISRG Position: Q2 2026 in Review

Willner & Heller increased its Intuitive Surgical (ISRG) stake by 3.7% in Q2 2026, buying an estimated $54.6K and bringing the position to 3,510 shares worth $1.4M. The position accounts for 0.87% of the portfolio, ranked #28.

Willner & Heller first reported a position in ISRG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.91M in Q4 2024. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Willner & Heller held 3,510 shares of Intuitive Surgical worth $1.4M as of Q2 2026.
  • Willner & Heller bought 125 Intuitive Surgical shares in Q2 2026, an estimated $54.6K.
  • Intuitive Surgical made up 0.87% of Willner & Heller's portfolio in Q2 2026, its #28 holding.
  • Willner & Heller first reported a position in Intuitive Surgical in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's Intuitive Surgical position peaked at $1.91M in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.