Allen Capital Group’s Intuitive Surgical ISRG Stock Holding History

Allen Capital Group’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	$446K	Buy	1,098 +134	+14%	+$51.2K	0.04%	218
2026 Q2	$383K	Sell	964 -265	-22%	-$116K	0.03%	229
2026 Q1	$567K	Sell	1,229 -25	-2%	-$12.6K	0.05%	186
2025 Q4	$710K	Buy	1,254 +166	+15%	+$88.4K	0.07%	156
2025 Q3	$487K	Sell	1,088 -167	-13%	-$80.1K	0.05%	190
2025 Q2	$682K	Buy	1,255 +659	+111%	+$345K	0.07%	151
2025 Q1	$295K	Sell	596 -11	-2%	-$6.08K	0.03%	209
2024 Q4	$317K	Buy	607 +48	+9%	+$25K	0.04%	194
2024 Q3	$275K	Buy	+559	New	+$260K	0.03%	200

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Allen Capital Group's ISRG Position: Q3 2026 in Review

Allen Capital Group increased its Intuitive Surgical (ISRG) stake by 14% in Q3 2026, buying an estimated $51.2K and bringing the position to 1,098 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #218.

Allen Capital Group first reported a position in ISRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $710K in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Allen Capital Group held 1,098 shares of Intuitive Surgical worth $446K as of Q3 2026.
Allen Capital Group bought 134 Intuitive Surgical shares in Q3 2026, an estimated $51.2K.
Intuitive Surgical made up 0.04% of Allen Capital Group's portfolio in Q3 2026, its #218 holding.
Allen Capital Group first reported a position in Intuitive Surgical in Q3 2024 and has held it in 9 quarters since.
Allen Capital Group's Intuitive Surgical position peaked at $710K in Q4 2025.
1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.