Apollon Wealth Management
ISRG icon

Apollon Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Apollon 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 		$4.52M Sell
11,116
-697
-6% -$266K 0.05% 288
2026
Q2 		$4.7M Sell
11,813
-184
-2% -$80.4K 0.06% 279
2026
Q1 		$5.53M Buy
11,997
+864
+8% +$437K 0.09% 202
2025
Q4 		$6.31M Sell
11,133
-11,704
-51% -$6.23M 0.11% 171
2025
Q3 		$10.2M Sell
22,837
-2,046
-8% -$982K 0.18% 110
2025
Q2 		$13.5M Buy
24,883
+8,029
+48% +$4.2M 0.27% 72
2025
Q1 		$8.35M Buy
16,854
+6,474
+62% +$3.58M 0.18% 110
2024
Q4 		$5.42M Sell
10,380
-156
-1% -$81.3K 0.12% 143
2024
Q3 		$5.18M Buy
10,536
+228
+2% +$106K 0.15% 124
2024
Q2 		$4.59M Buy
10,308
+315
+3% +$125K 0.14% 132
2024
Q1 		$3.99M Sell
9,993
-950
-9% -$359K 0.13% 145
2023
Q4 		$3.69M Buy
10,943
+2,670
+32% +$796K 0.13% 153
2023
Q3 		$2.42M Buy
8,273
+542
+7% +$169K 0.12% 159
2023
Q2 		$2.64M Sell
7,731
-103
-1% -$31.2K 0.13% 172
2023
Q1 		$2M Sell
7,834
-278
-3% -$68.5K 0.12% 177
2022
Q4 		$2.15M Buy
8,112
+524
+7% +$128K 0.15% 144
2022
Q3 		$1.42M Buy
7,588
+475
+7% +$102K 0.12% 190
2022
Q2 		$1.43M Buy
7,113
+1,044
+17% +$245K 0.12% 189
2022
Q1 		$1.83M Buy
6,069
+1,258
+26% +$368K 0.13% 169
2021
Q4 		$1.73M Buy
4,811
+2,210
+85% +$760K 0.13% 175
2021
Q3 		$862K Buy
2,601
+534
+26% +$179K 0.12% 163
2021
Q2 		$634K Buy
2,067
+228
+12% +$64K 0.11% 187
2021
Q1 		$453K Buy
+1,839
New +$463K 0.09% 214
2020
Q4 		– Sell
-855
Closed -$202K – 228
2020
Q3 		$202K Buy
855
+330
+63% +$74.1K 0.09% 153
2020
Q2 		$100K Buy
+525
New +$94.1K 0.06% 172

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

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

Apollon Wealth Management reduced its Intuitive Surgical (ISRG) stake by 5.9% in Q3 2026, selling an estimated $266K and leaving 11,116 shares worth $4.52M. The position accounts for 0.05% of the portfolio, ranked #288.

Apollon Wealth Management first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.5M in Q2 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Apollon Wealth Management held 11,116 shares of Intuitive Surgical worth $4.52M as of Q3 2026.
  • Apollon Wealth Management sold 697 Intuitive Surgical shares in Q3 2026, an estimated $266K.
  • Intuitive Surgical made up 0.05% of Apollon Wealth Management's portfolio in Q3 2026, its #288 holding.
  • Apollon Wealth Management first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • Apollon Wealth Management's Intuitive Surgical position peaked at $13.5M in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.