Atwater Malick’s Intuitive Surgical ISRG Stock Holding History

Atwater Malick’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	$811K	Sell	1,994 -64	-3%	-$24.4K	0.18%	62
2026 Q2	$818K	Sell	2,058 -417	-17%	-$182K	0.18%	62
2026 Q1	$1.14M	Sell	2,475 -11	-0.4%	-$5.56K	0.31%	40
2025 Q4	$1.41M	Buy	2,486 +11	+0.4%	+$5.86K	0.39%	35
2025 Q3	$1.11M	Hold	2,475	–	–	0.32%	39
2025 Q2	$1.34M	Hold	2,475	–	–	0.43%	38
2025 Q1	$1.23M	Hold	2,475	–	–	0.41%	36
2024 Q4	$1.29M	Hold	2,475	–	–	0.43%	34
2024 Q3	$1.22M	Hold	2,475	–	–	0.39%	34
2024 Q2	$1.1M	Hold	2,475	–	–	0.38%	36
2024 Q1	$988K	Buy	2,475 +14	+0.6%	+$5.29K	0.35%	38
2023 Q4	$830K	Buy	+2,461	New	+$734K	0.33%	38

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Atwater Malick's ISRG Position: Q3 2026 in Review

Atwater Malick reduced its Intuitive Surgical (ISRG) stake by 3.1% in Q3 2026, selling an estimated $24.4K and leaving 1,994 shares worth $811K. The position accounts for 0.18% of the portfolio, ranked #62.

Atwater Malick first reported a position in ISRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q4 2025. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Atwater Malick held 1,994 shares of Intuitive Surgical worth $811K as of Q3 2026.
Atwater Malick sold 64 Intuitive Surgical shares in Q3 2026, an estimated $24.4K.
Intuitive Surgical made up 0.18% of Atwater Malick's portfolio in Q3 2026, its #62 holding.
Atwater Malick first reported a position in Intuitive Surgical in Q4 2023 and has held it in 12 quarters since.
Atwater Malick's Intuitive Surgical position peaked at $1.41M in Q4 2025.
470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.