Accurate Wealth Management
ISRG icon

Accurate Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Accurate Wealth Management’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 		$3.23M Buy
7,658
+180
+2% +$68.7K 0.28% 71
2026
Q2 		$3.04M Buy
7,478
+377
+5% +$165K 0.29% 71
2026
Q1 		$3.2M Buy
7,101
+108
+2% +$54.6K 0.39% 49
2025
Q4 		$4.1M Buy
6,993
+253
+4% +$135K 0.52% 34
2025
Q3 		$2.94M Sell
6,740
-74
-1% -$35.5K 0.39% 56
2025
Q2 		$3.58M Buy
6,814
+839
+14% +$439K 0.55% 34
2025
Q1 		$2.95M Sell
5,975
-3
-0.1% -$1.66K 0.56% 42
2024
Q4 		$3.27M Buy
5,978
+373
+7% +$194K 0.63% 32
2024
Q3 		$2.68M Buy
5,605
+2
+0% +$931 0.54% 54
2024
Q2 		$2.45M Buy
5,603
+384
+7% +$153K 0.59% 53
2024
Q1 		$1.91M Buy
5,219
+176
+3% +$66.5K 0.56% 56
2023
Q4 		$1.83M Sell
5,043
-51
-1% -$15.2K 0.57% 52
2023
Q3 		$1.4M Buy
5,094
+199
+4% +$62.1K 0.44% 64
2023
Q2 		$1.73M Buy
4,895
+99
+2% +$30K 0.54% 48
2023
Q1 		$1.24M Buy
4,796
+83
+2% +$20.4K 0.43% 66
2022
Q4 		$1.28M Buy
4,713
+155
+3% +$37.8K 0.47% 46
2022
Q3 		$1.72M Sell
4,558
-107
-2% -$23K 0.72% 36
2022
Q2 		$973K Buy
4,665
+31
+0.7% +$7.27K 0.53% 40
2022
Q1 		$1.4M Buy
+4,634
New +$1.35M 0.63% 34
2021
Q3 		– Sell
-4,611
Closed -$1.41M – 142
2021
Q2 		$1.41M Buy
+4,611
New +$1.29M 1.24% 11

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Accurate Wealth Management's ISRG Position: Q3 2026 in Review

Accurate Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.4% in Q3 2026, buying an estimated $68.7K and bringing the position to 7,658 shares worth $3.23M. The position accounts for 0.28% of the portfolio, ranked #71.

Accurate Wealth Management first reported a position in ISRG in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.1M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Accurate Wealth Management held 7,658 shares of Intuitive Surgical worth $3.23M as of Q3 2026.
  • Accurate Wealth Management bought 180 Intuitive Surgical shares in Q3 2026, an estimated $68.7K.
  • Intuitive Surgical made up 0.28% of Accurate Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Accurate Wealth Management first reported a position in Intuitive Surgical in Q2 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's Intuitive Surgical position peaked at $4.1M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.