Adell Harriman & Carpenter
ISRG icon

Adell Harriman & Carpenter’s Intuitive Surgical ISRG Stock Holding History

Adell Harriman & Carpenter’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 		– Sell
-658
Closed -$262K – 176
2026
Q2 		$262K Hold
658
– – 0.01% 148
2026
Q1 		$303K Hold
658
– – 0.02% 144
2025
Q4 		$373K Hold
658
– – 0.02% 135
2025
Q3 		$294K Sell
658
-47
-7% -$22.6K 0.02% 154
2025
Q2 		$383K Buy
705
+60
+9% +$31.4K 0.03% 139
2025
Q1 		$319K Sell
645
-37
-5% -$20.5K 0.02% 146
2024
Q4 		$356K Buy
682
+2
+0.3% +$1.04K 0.02% 139
2024
Q3 		$334K Buy
680
+80
+13% +$37.2K 0.02% 143
2024
Q2 		$267K Sell
600
-50
-8% -$19.9K 0.02% 148
2024
Q1 		$259K Buy
650
+50
+8% +$18.9K 0.02% 152
2023
Q4 		$202K Buy
+600
New +$179K 0.02% 159
2022
Q2 		– Sell
-682
Closed -$206K – 153
2022
Q1 		$206K Buy
+682
New +$199K 0.02% 170

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Adell Harriman & Carpenter's ISRG Position: Q3 2026 in Review

Adell Harriman & Carpenter sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 658 shares — an estimated $262K sold.

Adell Harriman & Carpenter first reported a position in ISRG in Q1 2022 and held it in 12 quarters. The position peaked at $383K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Adell Harriman & Carpenter reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 658 Intuitive Surgical shares in Q3 2026, an estimated $262K.
  • Adell Harriman & Carpenter first reported a position in Intuitive Surgical in Q1 2022 and held it in 12 quarters.
  • Adell Harriman & Carpenter's Intuitive Surgical position peaked at $383K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q3 2026, filed 2 Nov 2026.