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YHB Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

YHB Investment 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 		$9.21M Buy
23,162
+751
+3% +$328K 0.59% 47
2026
Q1 		$10.3M Buy
22,411
+174
+0.8% +$88K 0.74% 33
2025
Q4 		$12.6M Buy
22,237
+194
+0.9% +$103K 0.87% 33
2025
Q3 		$9.86M Buy
22,043
+62
+0.3% +$29.8K 0.72% 33
2025
Q2 		$11.9M Buy
21,981
+210
+1% +$110K 0.92% 27
2025
Q1 		$10.8M Sell
21,771
-169
-0.8% -$93.5K 0.9% 27
2024
Q4 		$11.5M Sell
21,940
-56
-0.3% -$29.2K 0.94% 27
2024
Q3 		$10.8M Sell
21,996
-763
-3% -$355K 0.89% 26
2024
Q2 		$10.1M Sell
22,759
-104
-0.5% -$41.4K 0.87% 27
2024
Q1 		$9.12M Buy
22,863
+60
+0.3% +$22.7K 0.81% 30
2023
Q4 		$7.69M Sell
22,803
-5,960
-21% -$1.78M 0.74% 36
2023
Q3 		$8.41M Sell
28,763
-492
-2% -$154K 0.78% 35
2023
Q2 		$10M Sell
29,255
-113
-0.4% -$34.2K 0.93% 26
2023
Q1 		$7.5M Buy
29,368
+205
+0.7% +$50.5K 0.75% 35
2022
Q4 		$7.74M Sell
29,163
-210
-0.7% -$51.2K 0.83% 33
2022
Q3 		$5.51M Buy
29,373
+31
+0.1% +$6.66K 0.61% 46
2022
Q2 		$5.89M Buy
29,342
+220
+0.8% +$51.6K 0.62% 47
2022
Q1 		$8.79M Sell
29,122
-1,786
-6% -$522K 0.78% 35
2021
Q4 		$11.1M Buy
30,908
+152
+0.5% +$52.3K 0.88% 29
2021
Q3 		$10.2M Sell
30,756
-129
-0.4% -$43.3K 0.88% 30
2021
Q2 		$9.47M Buy
30,885
+33
+0.1% +$9.26K 0.81% 33
2021
Q1 		$8.36M Buy
30,852
+693
+2% +$174K 0.72% 39
2020
Q4 		$8.22M Sell
30,159
-615
-2% -$153K 0.78% 36
2020
Q3 		$7.28M Sell
30,774
-4,407
-13% -$990K 0.79% 36
2020
Q2 		$6.68M Buy
35,181
+465
+1% +$83.4K 0.96% 31
2020
Q1 		$5.73M Buy
34,716
+480
+1% +$87.9K 0.99% 33
2019
Q4 		$6.75M Sell
34,236
-921
-3% -$172K 0.96% 35
2019
Q3 		$6.33M Buy
35,157
+1,833
+6% +$317K 0.97% 36
2019
Q2 		$5.83M Sell
33,324
-489
-1% -$83.8K 0.93% 34
2019
Q1 		$6.43M Sell
33,813
-678
-2% -$121K 1.01% 33
2018
Q4 		$5.51M Buy
34,491
+3,711
+12% +$629K 0.98% 37
2018
Q3 		$5.89M Sell
30,780
-1,875
-6% -$333K 0.89% 34
2018
Q2 		$5.21M Buy
32,655
+135
+0.4% +$20.6K 0.85% 37
2018
Q1 		$4.47M Buy
32,520
+1,113
+4% +$155K 0.76% 40
2017
Q4 		$3.82M Sell
31,407
-615
-2% -$77K 0.65% 51
2017
Q3 		$3.72M Sell
32,022
-4,563
-12% -$497K 0.67% 46
2017
Q2 		$3.8M Buy
36,585
+4,473
+14% +$430K 0.65% 48
2017
Q1 		$2.98M Buy
32,112
+585
+2% +$46.2K 0.57% 58
2016
Q4 		$2.22M Sell
31,527
-324
-1% -$23.8K 0.46% 69
2016
Q3 		$2.56M Sell
31,851
-396
-1% -$30.3K 0.62% 55
2016
Q2 		$2.37M Sell
32,247
-315
-1% -$22.2K 0.52% 61
2016
Q1 		$2.17M Buy
32,562
+720
+2% +$44.6K 0.59% 54
2015
Q4 		$1.93M Sell
31,842
-1,890
-6% -$106K 0.44% 72
2015
Q3 		$1.72M Sell
33,732
-270
-0.8% -$15.3K 0.41% 75
2015
Q2 		$1.83M Buy
34,002
+765
+2% +$42.8K 0.4% 75
2015
Q1 		$1.86M Buy
33,237
+423
+1% +$23.9K 0.42% 73
2014
Q4 		$1.93M Sell
32,814
-783
-2% -$43.6K 0.44% 72
2014
Q3 		$1.72M Sell
33,597
-945
-3% -$46.9K 0.41% 78
2014
Q2 		$1.58M Buy
34,542
+1,800
+5% +$79.4K 0.38% 78
2014
Q1 		$1.59M Sell
32,742
-900
-3% -$42.4K 0.4% 78
2013
Q4 		$1.44M Sell
33,642
-918
-3% -$38.6K 0.39% 78
2013
Q3 		$1.45M Buy
34,560
+252
+0.7% +$11.1K 0.43% 79
2013
Q2 		$1.93M Buy
+34,308
New +$1.89M 0.6% 55

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
RG
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

YHB Investment Advisors's ISRG Position: Q2 2026 in Review

YHB Investment Advisors increased its Intuitive Surgical (ISRG) stake by 3.4% in Q2 2026, buying an estimated $328K and bringing the position to 23,162 shares worth $9.21M. The position accounts for 0.59% of the portfolio, ranked #47.

YHB Investment Advisors first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.6M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • YHB Investment Advisors held 23,162 shares of Intuitive Surgical worth $9.21M as of Q2 2026.
  • YHB Investment Advisors bought 751 Intuitive Surgical shares in Q2 2026, an estimated $328K.
  • Intuitive Surgical made up 0.59% of YHB Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • YHB Investment Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Intuitive Surgical position peaked at $12.6M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.