Acropolis Investment Management’s Intuitive Surgical ISRG Stock Holding History

Acropolis Investment 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	$452K	Sell	1,111 -176	-14%	-$67.2K	0.02%	194
2026 Q2	$512K	Hold	1,287	–	–	0.02%	184
2026 Q1	$593K	Buy	1,287 +4	+0.3%	+$2.02K	0.03%	169
2025 Q4	$727K	Buy	1,283 +328	+34%	+$175K	0.03%	147
2025 Q3	$519K	Sell	955 -25	-3%	-$12K	0.03%	170
2025 Q2	$533K	Sell	980 -6	-0.6%	-$3.14K	0.03%	152
2025 Q1	$488K	Buy	986 +1	+0.1%	+$553	0.03%	155
2024 Q4	$514K	Buy	985 +8	+0.8%	+$4.17K	0.03%	150
2024 Q3	$480K	Buy	977 +9	+0.9%	+$4.19K	0.03%	151
2024 Q2	$431K	Hold	968	–	–	0.03%	152
2024 Q1	$386K	Hold	968	–	–	0.03%	161
2023 Q4	$327K	Hold	968	–	–	0.02%	171
2023 Q3	$283K	Hold	968	–	–	0.02%	182
2023 Q2	$331K	Buy	968 +20	+2%	+$6.05K	0.03%	166
2023 Q1	$242K	Sell	948 -1	-0.1%	-$246	0.02%	183
2022 Q4	$252K	Buy	949 +4	+0.4%	+$975	0.02%	177
2022 Q3	$177K	Hold	945	–	–	0.02%	187
2022 Q2	$190K	Hold	945	–	–	0.02%	182
2022 Q1	$285K	Sell	945 -84	-8%	-$24.5K	0.03%	160
2021 Q4	$370K	Hold	1,029	–	–	0.03%	146
2021 Q3	$339K	Buy	1,029 +84	+9%	+$28.2K	0.04%	144
2021 Q2	$290K	Hold	945	–	–	0.03%	151
2021 Q1	$233K	Hold	945	–	–	0.02%	163
2020 Q4	$258K	Hold	945	–	–	0.03%	153
2020 Q3	$224K	Hold	945	–	–	0.03%	151
2020 Q2	$179K	Hold	945	–	–	0.02%	154
2020 Q1	$156K	Hold	945	–	–	0.02%	155
2019 Q4	$186K	Hold	945	–	–	0.03%	135
2019 Q3	$170K	Hold	945	–	–	0.02%	136
2019 Q2	$165K	Sell	945 -405	-30%	-$69.4K	0.03%	120
2019 Q1	$257K	Hold	1,350	–	–	0.04%	111
2018 Q4	$216K	Hold	1,350	–	–	0.04%	112
2018 Q3	$258K	Hold	1,350	–	–	0.04%	109
2018 Q2	$215K	Hold	1,350	–	–	0.04%	114
2018 Q1	$186K	Hold	1,350	–	–	0.03%	123
2017 Q4	$164K	Hold	1,350	–	–	0.03%	130
2017 Q3	$157K	Hold	1,350	–	–	0.03%	124
2017 Q2	$140K	Hold	1,350	–	–	0.02%	134
2017 Q1	$115K	Buy	+1,350	New	+$107K	0.02%	135
2016 Q4	–	Sell	-1,350	Closed	-$109K	–	135
2016 Q3	$109K	Buy	+1,350	New	+$103K	0.02%	130

Other funds holding ISRG

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Acropolis Investment Management's ISRG Position: Q3 2026 in Review

Acropolis Investment Management reduced its Intuitive Surgical (ISRG) stake by 14% in Q3 2026, selling an estimated $67.2K and leaving 1,111 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #194.

Acropolis Investment Management first reported a position in ISRG in Q3 2016 and has held it in 40 quarters since. The position peaked at $727K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Acropolis Investment Management held 1,111 shares of Intuitive Surgical worth $452K as of Q3 2026.
Acropolis Investment Management sold 176 Intuitive Surgical shares in Q3 2026, an estimated $67.2K.
Intuitive Surgical made up 0.02% of Acropolis Investment Management's portfolio in Q3 2026, its #194 holding.
Acropolis Investment Management first reported a position in Intuitive Surgical in Q3 2016 and has held it in 40 quarters since.
Acropolis Investment Management's Intuitive Surgical position peaked at $727K in Q4 2025.
94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.