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Atlas Brown’s Intuitive Surgical ISRG Stock Holding History

Atlas Brown’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 		$229K Buy
563
+32
+6% +$12.2K 0.06% 222
2026
Q2 		$211K Sell
531
-27
-5% -$11.8K 0.06% 230
2026
Q1 		$257K Sell
558
-9
-2% -$4.55K 0.08% 193
2025
Q4 		$321K Sell
567
-92
-14% -$49K 0.1% 176
2025
Q3 		$295K Sell
659
-188
-22% -$90.2K 0.09% 184
2025
Q2 		$460K Sell
847
-68
-7% -$35.6K 0.15% 139
2025
Q1 		$453K Sell
915
-73
-7% -$40.4K 0.16% 131
2024
Q4 		$516K Buy
988
+14
+1% +$7.29K 0.18% 122
2024
Q3 		$478K Sell
974
-38
-4% -$17.7K 0.17% 125
2024
Q2 		$450K Buy
1,012
+307
+44% +$122K 0.16% 127
2024
Q1 		$281K Buy
+705
New +$266K 0.1% 167

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

Atlas Brown's ISRG Position: Q3 2026 in Review

Atlas Brown increased its Intuitive Surgical (ISRG) stake by 6% in Q3 2026, buying an estimated $12.2K and bringing the position to 563 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #222.

Atlas Brown first reported a position in ISRG in Q1 2024 and has held it in 11 quarters since. The position peaked at $516K in Q4 2024. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Atlas Brown held 563 shares of Intuitive Surgical worth $229K as of Q3 2026.
  • Atlas Brown bought 32 Intuitive Surgical shares in Q3 2026, an estimated $12.2K.
  • Intuitive Surgical made up 0.06% of Atlas Brown's portfolio in Q3 2026, its #222 holding.
  • Atlas Brown first reported a position in Intuitive Surgical in Q1 2024 and has held it in 11 quarters since.
  • Atlas Brown's Intuitive Surgical position peaked at $516K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.