Badgley Phelps Wealth Managers
ISRG icon

Badgley Phelps Wealth Managers’s Intuitive Surgical ISRG Stock Holding History

Badgley Phelps Wealth Managers’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 		$10.4M Sell
25,618
-482
-2% -$184K 0.18% 110
2026
Q2 		$10.4M Buy
26,100
+1,942
+8% +$848K 0.18% 108
2026
Q1 		$11.1M Buy
24,158
+1,364
+6% +$690K 0.22% 99
2025
Q4 		$12.9M Buy
22,794
+2,011
+10% +$1.07M 0.24% 99
2025
Q3 		$9.29M Buy
20,783
+20,130
+3,083% +$9.7M 0.2% 109
2025
Q2 		$355K Sell
653
-10
-2% -$5.23K 0.01% 241
2025
Q1 		$328K Buy
663
+41
+7% +$22.7K 0.01% 247
2024
Q4 		$325K Sell
622
-126
-17% -$65.6K 0.01% 250
2024
Q3 		$367K Buy
+748
New +$348K 0.01% 229

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

Badgley Phelps Wealth Managers's ISRG Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Intuitive Surgical (ISRG) stake by 1.8% in Q3 2026, selling an estimated $184K and leaving 25,618 shares worth $10.4M. The position accounts for 0.18% of the portfolio, ranked #110.

Badgley Phelps Wealth Managers first reported a position in ISRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.9M in Q4 2025. 1,343 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Badgley Phelps Wealth Managers held 25,618 shares of Intuitive Surgical worth $10.4M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 482 Intuitive Surgical shares in Q3 2026, an estimated $184K.
  • Intuitive Surgical made up 0.18% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #110 holding.
  • Badgley Phelps Wealth Managers first reported a position in Intuitive Surgical in Q3 2024 and has held it in 9 quarters since.
  • Badgley Phelps Wealth Managers's Intuitive Surgical position peaked at $12.9M in Q4 2025.
  • 1,343 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.