ZWJ Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

ZWJ Investment Counsel’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	$419K	Sell	1,053 -11	-1%	-$4.81K	0.01%	183
2026 Q1	$490K	Sell	1,064 -91	-8%	-$46K	0.02%	152
2025 Q4	$654K	Buy	1,155 +84	+8%	+$44.7K	0.02%	135
2025 Q3	$479K	Sell	1,071 -79	-7%	-$37.9K	0.02%	152
2025 Q2	$625K	Buy	1,150 +57	+5%	+$29.8K	0.02%	132
2025 Q1	$541K	Hold	1,093	–	–	0.02%	140
2024 Q4	$571K	Hold	1,093	–	–	0.02%	140
2024 Q3	$537K	Hold	1,093	–	–	0.02%	144
2024 Q2	$486K	Sell	1,093 -27	-2%	-$10.8K	0.02%	146
2024 Q1	$447K	Hold	1,120	–	–	0.02%	158
2023 Q4	$378K	Buy	1,120 +3	+0.3%	+$894	0.02%	148
2023 Q3	$326K	Buy	1,117 +171	+18%	+$53.4K	0.02%	152
2023 Q2	$323K	Hold	946	–	–	0.02%	154
2023 Q1	$242K	Sell	946 -6	-0.6%	-$1.48K	0.01%	169
2022 Q4	$253K	Buy	+952	New	+$232K	0.01%	160
2022 Q3	–	Sell	-1,116	Closed	-$224K	–	179
2022 Q2	$224K	Hold	1,116	–	–	0.01%	168
2022 Q1	$337K	Sell	1,116 -150	-12%	-$43.8K	0.02%	141
2021 Q4	$455K	Hold	1,266	–	–	0.02%	133
2021 Q3	$420K	Buy	1,266 +141	+13%	+$47.3K	0.02%	133
2021 Q2	$345K	Hold	1,125	–	–	0.02%	139
2021 Q1	$277K	Sell	1,125 -150	-12%	-$37.7K	0.02%	152
2020 Q4	$348K	Hold	1,275	–	–	0.02%	136
2020 Q3	$302K	Hold	1,275	–	–	0.02%	126
2020 Q2	$242K	Sell	1,275 -543	-30%	-$97.3K	0.02%	132
2020 Q1	$300K	Sell	1,818 -75	-4%	-$13.7K	0.03%	170
2019 Q4	$373K	Buy	1,893 +543	+40%	+$102K	0.03%	171
2019 Q3	$243K	Sell	1,350 -33	-2%	-$5.71K	0.02%	144
2019 Q2	$242K	Buy	1,383 +33	+2%	+$5.65K	0.02%	147
2019 Q1	$257K	Sell	1,350 -135	-9%	-$24K	0.02%	141
2018 Q4	$237K	Sell	1,485 -9	-0.6%	-$1.52K	0.02%	151
2018 Q3	$286K	Sell	1,494 -261	-15%	-$46.3K	0.02%	134
2018 Q2	$280K	Sell	1,755 -141	-7%	-$21.5K	0.02%	130
2018 Q1	$261K	Sell	1,896 -2,685	-59%	-$375K	0.02%	136
2017 Q4	$557K	Hold	4,581	–	–	0.04%	156
2017 Q3	$532K	Sell	4,581 -2,034	-31%	-$222K	0.04%	154
2017 Q2	$687K	Sell	6,615 -225	-3%	-$21.6K	0.05%	138
2017 Q1	$583K	Buy	+6,840	New	+$540K	0.05%	157

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

ZWJ Investment Counsel's ISRG Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its Intuitive Surgical (ISRG) stake by 1% in Q2 2026, selling an estimated $4.81K and leaving 1,053 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #183.

ZWJ Investment Counsel first reported a position in ISRG in Q1 2017 and has held it in 37 quarters since. The position peaked at $687K in Q2 2017. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

ZWJ Investment Counsel held 1,053 shares of Intuitive Surgical worth $419K as of Q2 2026.
ZWJ Investment Counsel sold 11 Intuitive Surgical shares in Q2 2026, an estimated $4.81K.
Intuitive Surgical made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #183 holding.
ZWJ Investment Counsel first reported a position in Intuitive Surgical in Q1 2017 and has held it in 37 quarters since.
ZWJ Investment Counsel's Intuitive Surgical position peaked at $687K in Q2 2017.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.