Baker Tilly Wealth Management
ISRG icon

Baker Tilly Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Baker Tilly 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 		$536K Sell
1,317
-11
-0.8% -$4.2K 0.1% 163
2026
Q2 		$528K Sell
1,328
-69
-5% -$30.1K 0.11% 164
2026
Q1 		$644K Sell
1,397
-149
-10% -$75.4K 0.16% 130
2025
Q4 		$876K Buy
1,546
+232
+18% +$124K 0.22% 99
2025
Q3 		$588K Sell
1,314
-3
-0.2% -$1.44K 0.13% 135
2025
Q2 		$716K Sell
1,317
-23
-2% -$12K 0.26% 89
2025
Q1 		$664K Buy
1,340
+85
+7% +$47K 0.26% 96
2024
Q4 		$655K Buy
1,255
+91
+8% +$47.4K 0.26% 91
2024
Q3 		$572K Buy
1,164
+212
+22% +$98.7K 0.25% 101
2024
Q2 		$423K Sell
952
-558
-37% -$222K 0.17% 143
2024
Q1 		$603K Buy
1,510
+49
+3% +$18.5K 0.11% 212
2023
Q4 		$493K Sell
1,461
-370
-20% -$110K 0.08% 281
2023
Q3 		$535K Sell
1,831
-3,489
-66% -$1.09M 0.09% 239
2023
Q2 		$1.82M Buy
5,320
+182
+4% +$55.1K 0.19% 115
2023
Q1 		$1.31M Buy
5,138
+374
+8% +$92.1K 0.15% 153
2022
Q4 		$1.26M Buy
4,764
+1,080
+29% +$263K 0.16% 153
2022
Q3 		$691K Sell
3,684
-7,025
-66% -$1.51M 0.09% 230
2022
Q2 		$2.15M Buy
10,709
+107
+1% +$25.1K 0.28% 76
2022
Q1 		$3.2M Buy
10,602
+1,677
+19% +$490K 0.35% 65
2021
Q4 		$3.21M Buy
8,925
+1,347
+18% +$463K 0.34% 60
2021
Q3 		$2.51M Buy
7,578
+1,257
+20% +$422K 0.33% 58
2021
Q2 		$1.94M Buy
6,321
+666
+12% +$187K 0.31% 74
2021
Q1 		$1.39M Buy
5,655
+2,346
+71% +$590K 0.29% 86
2020
Q4 		$902K Buy
+3,309
New +$822K 0.28% 90

Other funds holding ISRG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Baker Tilly Wealth Management's ISRG Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.83% in Q3 2026, selling an estimated $4.2K and leaving 1,317 shares worth $536K. The position accounts for 0.1% of the portfolio, ranked #163.

Baker Tilly Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.21M in Q4 2021. 1,167 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Baker Tilly Wealth Management held 1,317 shares of Intuitive Surgical worth $536K as of Q3 2026.
  • Baker Tilly Wealth Management sold 11 Intuitive Surgical shares in Q3 2026, an estimated $4.2K.
  • Intuitive Surgical made up 0.1% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Baker Tilly Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Intuitive Surgical position peaked at $3.21M in Q4 2021.
  • 1,167 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.