Appleton Partners
ISRG icon

Appleton Partners’s Intuitive Surgical ISRG Stock Holding History

Appleton Partners’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 		$6.09M Buy
+14,975
New +$5.72M 0.37% 68

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Geode Capital Management
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Capital World Investors
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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

Appleton Partners's ISRG Position: Q3 2026 in Review

Appleton Partners opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 14,975 shares worth $6.09M. The stake represents 0.37% of the portfolio and ranks #68 among its holdings.

1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Appleton Partners held 14,975 shares of Intuitive Surgical worth $6.09M as of Q3 2026.
  • Intuitive Surgical was a new Appleton Partners position in Q3 2026.
  • Intuitive Surgical made up 0.37% of Appleton Partners's portfolio in Q3 2026, its #68 holding.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Appleton Partners's 13F filing for Q3 2026, filed 30 Oct 2026.