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Apella Capital’s Intuitive Surgical ISRG Stock Holding History

Apella Capital’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 		$1.34M Buy
3,230
+2,001
+163% +$764K 0.02% 351
2026
Q2 		$525K Buy
1,229
+343
+39% +$150K 0.01% 467
2026
Q1 		$416K Buy
+886
New +$448K 0.01% 489

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

Apella Capital's ISRG Position: Q3 2026 in Review

Apella Capital increased its Intuitive Surgical (ISRG) stake by 163% in Q3 2026, buying an estimated $764K and bringing the position to 3,230 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #351.

Apella Capital first reported a position in ISRG in Q1 2026 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Apella Capital held 3,230 shares of Intuitive Surgical worth $1.34M as of Q3 2026.
  • Apella Capital bought 2,001 Intuitive Surgical shares in Q3 2026, an estimated $764K.
  • Intuitive Surgical made up 0.02% of Apella Capital's portfolio in Q3 2026, its #351 holding.
  • Apella Capital first reported a position in Intuitive Surgical in Q1 2026 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.