Atwood & Palmer’s Intuitive Surgical ISRG Stock Holding History

Atwood & Palmer’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	$1.63K	Sell	4 -168	-98%	-$64.1K	﹤0.01%	452
2026 Q2	$68.4K	Hold	172	–	–	﹤0.01%	226
2026 Q1	$79.3K	Hold	172	–	–	﹤0.01%	214
2025 Q4	$97.4K	Buy	172 +1	+0.6%	+$532	0.01%	190
2025 Q3	$76.5K	Sell	171 -4	-2%	-$1.92K	﹤0.01%	213
2025 Q2	$95.1K	Hold	175	–	–	0.01%	194
2025 Q1	$86.7K	Hold	175	–	–	0.01%	193
2024 Q4	$91.3K	Sell	175 -2	-1%	-$1.04K	0.01%	183
2024 Q3	$87K	Buy	177 +6	+4%	+$2.79K	0.01%	195
2024 Q2	$76.1K	Hold	171	–	–	0.01%	204
2024 Q1	$68.2K	Buy	171 +3	+2%	+$1.13K	0.01%	201
2023 Q4	$56.7K	Hold	168	–	–	﹤0.01%	215
2023 Q3	$49.1K	Hold	168	–	–	﹤0.01%	212
2023 Q2	$57.4K	Hold	168	–	–	0.01%	216
2023 Q1	$42.9K	Hold	168	–	–	﹤0.01%	210
2022 Q4	$44.6K	Hold	168	–	–	﹤0.01%	216
2022 Q3	$31K	Hold	168	–	–	﹤0.01%	230
2022 Q2	$34K	Hold	168	–	–	﹤0.01%	243
2022 Q1	$51K	Hold	168	–	–	﹤0.01%	218
2021 Q4	$60K	Hold	168	–	–	0.01%	218
2021 Q3	$56K	Buy	+168	New	+$56.4K	0.01%	219

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

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

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

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Atwood & Palmer's ISRG Position: Q3 2026 in Review

Atwood & Palmer reduced its Intuitive Surgical (ISRG) stake by 98% in Q3 2026, selling an estimated $64.1K and leaving 4 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Atwood & Palmer first reported a position in ISRG in Q3 2021 and has held it in 21 quarters since. The position peaked at $97.4K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Atwood & Palmer held 4 shares of Intuitive Surgical worth $1.63K as of Q3 2026.
Atwood & Palmer sold 168 Intuitive Surgical shares in Q3 2026, an estimated $64.1K.
Intuitive Surgical made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #452 holding.
Atwood & Palmer first reported a position in Intuitive Surgical in Q3 2021 and has held it in 21 quarters since.
Atwood & Palmer's Intuitive Surgical position peaked at $97.4K in Q4 2025.
94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.