Brady Martz Wealth Solutions’s Intuitive Surgical ISRG Stock Holding History

Brady Martz Wealth Solutions’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	$241K	Sell	592 -69	-10%	-$26.3K	0.04%	240
2026 Q2	$263K	Sell	661 -4	-0.6%	-$1.75K	0.04%	194
2026 Q1	$307K	Sell	665 -320	-32%	-$162K	0.05%	158
2025 Q4	$558K	Sell	985 -57	-5%	-$30.3K	0.1%	120
2025 Q3	$466K	Buy	1,042 +17	+2%	+$8.16K	0.08%	123
2025 Q2	$557K	Sell	1,025 -6	-0.6%	-$3.14K	0.11%	110
2025 Q1	$511K	Buy	1,031 +3	+0.3%	+$1.66K	0.12%	108
2024 Q4	$554K	Buy	+1,028	New	+$535K	0.13%	107

Other funds holding ISRG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Brady Martz Wealth Solutions's ISRG Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Intuitive Surgical (ISRG) stake by 10% in Q3 2026, selling an estimated $26.3K and leaving 592 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #240.

Brady Martz Wealth Solutions first reported a position in ISRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $558K in Q4 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Brady Martz Wealth Solutions held 592 shares of Intuitive Surgical worth $241K as of Q3 2026.
Brady Martz Wealth Solutions sold 69 Intuitive Surgical shares in Q3 2026, an estimated $26.3K.
Intuitive Surgical made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #240 holding.
Brady Martz Wealth Solutions first reported a position in Intuitive Surgical in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Intuitive Surgical position peaked at $558K in Q4 2025.
1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.