Bar Harbor Wealth Management
ISRG icon

Bar Harbor Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bar Harbor 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 		– Sell
-700
Closed -$278K – 287
2026
Q2 		$278K Sell
700
-300
-30% -$131K 0.01% 228
2026
Q1 		$461K Sell
1,000
-475
-32% -$240K 0.03% 189
2025
Q4 		$835K Buy
+1,475
New +$785K 0.05% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bar Harbor Wealth Management's ISRG Position: Q3 2026 in Review

Bar Harbor Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 700 shares — an estimated $278K sold.

Bar Harbor Wealth Management first reported a position in ISRG in Q4 2025 and held it in 3 quarters. The position peaked at $835K in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Bar Harbor Wealth Management reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 700 Intuitive Surgical shares in Q3 2026, an estimated $278K.
  • Bar Harbor Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and held it in 3 quarters.
  • Bar Harbor Wealth Management's Intuitive Surgical position peaked at $835K in Q4 2025.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.