Atticus Wealth Management
ISRG icon

Atticus Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Atticus 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 		$450K Sell
1,107
-70
-6% -$26.7K 0.1% 119
2026
Q2 		$468K Sell
1,177
-49
-4% -$21.4K 0.11% 114
2026
Q1 		$565K Sell
1,226
-129
-10% -$65.3K 0.15% 98
2025
Q4 		$767K Sell
1,355
-111
-8% -$59.1K 0.19% 82
2025
Q3 		$656K Buy
1,466
+436
+42% +$209K 0.17% 87
2025
Q2 		$560K Buy
1,030
+505
+96% +$264K 0.15% 83
2025
Q1 		$260K Buy
525
+122
+30% +$67.5K 0.08% 107
2024
Q4 		$210K Buy
403
+50
+14% +$26K 0.07% 117
2024
Q3 		$173K Buy
353
+31
+10% +$14.4K 0.06% 129
2024
Q2 		$143K Buy
322
+85
+36% +$33.9K 0.05% 137
2024
Q1 		$94.6K Buy
237
+148
+166% +$55.9K 0.03% 175
2023
Q4 		$30K Buy
89
+41
+85% +$12.2K 0.01% 290
2023
Q3 		$14K Buy
+48
New +$15K 0.01% 368
2022
Q4 		– Sell
-15
Closed -$3K – 587
2022
Q3 		$3K Hold
15
– – ﹤0.01% 470
2022
Q2 		$3K Sell
15
-2
-12% -$469 ﹤0.01% 503
2022
Q1 		$5K Sell
17
-28
-62% -$8.18K ﹤0.01% 464
2021
Q4 		$16K Hold
45
– – 0.01% 325
2021
Q3 		$15K Buy
45
+15
+50% +$5.04K 0.01% 331
2021
Q2 		$9K Hold
30
– – ﹤0.01% 320
2021
Q1 		$7K Hold
30
– – ﹤0.01% 305
2020
Q4 		$8K Hold
30
– – ﹤0.01% 297
2020
Q3 		$7K Hold
30
– – ﹤0.01% 268
2020
Q2 		$6K Hold
30
– – ﹤0.01% 262
2020
Q1 		$5K Sell
30
-399
-93% -$73.1K ﹤0.01% 252
2019
Q4 		$85K Buy
+429
New +$80.3K 0.05% 143

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Atticus Wealth Management reduced its Intuitive Surgical (ISRG) stake by 5.9% in Q3 2026, selling an estimated $26.7K and leaving 1,107 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #119.

Atticus Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 25 quarters since. The position peaked at $767K in Q4 2025. 1,326 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Atticus Wealth Management held 1,107 shares of Intuitive Surgical worth $450K as of Q3 2026.
  • Atticus Wealth Management sold 70 Intuitive Surgical shares in Q3 2026, an estimated $26.7K.
  • Intuitive Surgical made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Atticus Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 25 quarters since.
  • Atticus Wealth Management's Intuitive Surgical position peaked at $767K in Q4 2025.
  • 1,326 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.