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Aaron Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Aaron Wealth 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
Q3 		$1.66M Buy
4,072
+1,099
+37% +$420K 0.08% 147
2026
Q2 		$1.18M Sell
2,973
-1,930
-39% -$843K 0.06% 211
2026
Q1 		$2.26M Sell
4,903
-1,377
-22% -$697K 0.13% 97
2025
Q4 		$3.56M Buy
6,280
+1,150
+22% +$612K 0.19% 68
2025
Q3 		$2.29M Buy
5,130
+2,602
+103% +$1.25M 0.14% 96
2025
Q2 		$1.37M Buy
2,528
+19
+0.8% +$9.94K 0.14% 105
2025
Q1 		$1.24M Buy
2,509
+78
+3% +$43.1K 0.14% 104
2024
Q4 		$1.27M Sell
2,431
-6
-0.2% -$3.13K 0.15% 90
2024
Q3 		$1.2M Buy
2,437
+533
+28% +$248K 0.14% 95
2024
Q2 		$847K Buy
1,904
+221
+13% +$88K 0.12% 117
2024
Q1 		$672K Sell
1,683
-36
-2% -$13.6K 0.1% 129
2023
Q4 		$580K Buy
1,719
+182
+12% +$54.3K 0.1% 127
2023
Q3 		$449K Sell
1,537
-20
-1% -$6.25K 0.06% 159
2023
Q2 		$532K Buy
1,557
+177
+13% +$53.6K 0.07% 151
2023
Q1 		$353K Buy
1,380
+45
+3% +$11.1K 0.05% 188
2022
Q4 		$354K Buy
1,335
+158
+13% +$38.5K 0.05% 178
2022
Q3 		$221K Buy
+1,177
New +$253K 0.04% 194
2022
Q2 		– Sell
-788
Closed -$238K – 508
2022
Q1 		$238K Sell
788
-153
-16% -$44.7K 0.05% 176
2021
Q4 		$338K Buy
941
+143
+18% +$49.2K 0.09% 131
2021
Q3 		$264K Buy
798
+66
+9% +$22.2K 0.07% 136
2021
Q2 		$224K Buy
+732
New +$205K 0.07% 143
2021
Q1 		– Sell
-756
Closed -$206K – 161
2020
Q4 		$206K Buy
+756
New +$188K 0.08% 126

Other funds holding ISRG

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Aaron Wealth Advisors's ISRG Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 37% in Q3 2026, buying an estimated $420K and bringing the position to 4,072 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #147.

Aaron Wealth Advisors first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.56M in Q4 2025. 213 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Aaron Wealth Advisors held 4,072 shares of Intuitive Surgical worth $1.66M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,099 Intuitive Surgical shares in Q3 2026, an estimated $420K.
  • Intuitive Surgical made up 0.08% of Aaron Wealth Advisors's portfolio in Q3 2026, its #147 holding.
  • Aaron Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Aaron Wealth Advisors's Intuitive Surgical position peaked at $3.56M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.