Birchbrook
ISRG icon

Birchbrook’s Intuitive Surgical ISRG Stock Holding History

Birchbrook’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 		$821K Buy
2,019
+16
+0.8% +$6.11K 0.39% 45
2026
Q2 		$797K Buy
2,003
+329
+20% +$144K 0.37% 46
2026
Q1 		$772K Buy
1,674
+84
+5% +$42.5K 0.38% 47
2025
Q4 		$901K Buy
1,590
+57
+4% +$30.3K 0.45% 40
2025
Q3 		$686K Buy
1,533
+74
+5% +$35.5K 0.35% 49
2025
Q2 		$793K Buy
1,459
+1,396
+2,216% +$730K 0.42% 41
2025
Q1 		$31.2K Hold
63
– – 0.02% 136
2024
Q4 		$32.9K Sell
63
-10
-14% -$5.21K 0.02% 136
2024
Q3 		$35.9K Sell
73
-15
-17% -$6.98K 0.02% 127
2024
Q2 		$39.1K Sell
88
-52
-37% -$20.7K 0.02% 132
2024
Q1 		$55.9K Hold
140
– – 0.03% 119
2023
Q4 		$47.2K Buy
+140
New +$41.7K 0.03% 124

Other funds holding ISRG

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Birchbrook's ISRG Position: Q3 2026 in Review

Birchbrook increased its Intuitive Surgical (ISRG) stake by 0.8% in Q3 2026, buying an estimated $6.11K and bringing the position to 2,019 shares worth $821K. The position accounts for 0.39% of the portfolio, ranked #45.

Birchbrook first reported a position in ISRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $901K in Q4 2025. 875 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Birchbrook held 2,019 shares of Intuitive Surgical worth $821K as of Q3 2026.
  • Birchbrook bought 16 Intuitive Surgical shares in Q3 2026, an estimated $6.11K.
  • Intuitive Surgical made up 0.39% of Birchbrook's portfolio in Q3 2026, its #45 holding.
  • Birchbrook first reported a position in Intuitive Surgical in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Intuitive Surgical position peaked at $901K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.