Barrett & Company
ISRG icon

Barrett & Company’s Intuitive Surgical ISRG Stock Holding History

Barrett & Company’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 		$14.6K Sell
36
-365
-91% -$139K ﹤0.01% 442
2026
Q2 		$159K Buy
401
+365
+1,014% +$159K 0.04% 185
2026
Q1 		$16.6K Hold
36
– – 0.01% 422
2025
Q4 		$20.4K Hold
36
– – 0.01% 408
2025
Q3 		$16.1K Hold
36
– – 0.01% 429
2025
Q2 		$19.6K Hold
36
– – 0.01% 419
2025
Q1 		$17.8K Hold
36
– – 0.01% 391
2024
Q4 		$18.8K Hold
36
– – 0.01% 377
2024
Q3 		$17.7K Sell
36
-120
-77% -$55.9K 0.01% 379
2024
Q2 		$69.4K Buy
156
+20
+15% +$7.97K 0.03% 231
2024
Q1 		$54.3K Hold
136
– – 0.03% 261
2023
Q4 		$45.9K Hold
136
– – 0.02% 262
2023
Q3 		$39.8K Buy
136
+20
+17% +$6.25K 0.02% 268
2023
Q2 		$39.9K Sell
116
-1
-0.9% -$303 0.02% 268
2023
Q1 		$29.8K Hold
117
– – 0.02% 279
2022
Q4 		$31K Hold
117
– – 0.02% 270
2022
Q3 		$31K Buy
+117
New +$25.1K 0.02% 270

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

Barrett & Company's ISRG Position: Q3 2026 in Review

Barrett & Company reduced its Intuitive Surgical (ISRG) stake by 91% in Q3 2026, selling an estimated $139K and leaving 36 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Barrett & Company first reported a position in ISRG in Q3 2022 and has held it in 17 quarters since. The position peaked at $159K in Q2 2026. 1,343 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Barrett & Company held 36 shares of Intuitive Surgical worth $14.6K as of Q3 2026.
  • Barrett & Company sold 365 Intuitive Surgical shares in Q3 2026, an estimated $139K.
  • Intuitive Surgical made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #442 holding.
  • Barrett & Company first reported a position in Intuitive Surgical in Q3 2022 and has held it in 17 quarters since.
  • Barrett & Company's Intuitive Surgical position peaked at $159K in Q2 2026.
  • 1,343 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.