Burkett Financial Services’s Intuitive Surgical ISRG Stock Holding History

Burkett Financial Services’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	$9.76K	Hold	24	–	–	﹤0.01%	301
2026 Q2	$9.54K	Hold	24	–	–	﹤0.01%	182
2026 Q1	$11.1K	Hold	24	–	–	﹤0.01%	166
2025 Q4	$13.6K	Hold	24	–	–	﹤0.01%	155
2025 Q3	$10.7K	Hold	24	–	–	﹤0.01%	155
2025 Q2	$13K	Hold	24	–	–	﹤0.01%	141
2025 Q1	$11.9K	Hold	24	–	–	﹤0.01%	162
2024 Q4	$12.5K	Hold	24	–	–	0.01%	135
2024 Q3	$11.8K	Hold	24	–	–	﹤0.01%	129
2024 Q2	$10.7K	Hold	24	–	–	0.01%	135
2024 Q1	$9.58K	Hold	24	–	–	﹤0.01%	142
2023 Q4	$8.1K	Buy	+24	New	+$7.15K	﹤0.01%	143

Other funds holding ISRG

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Burkett Financial Services's ISRG Position: Q3 2026 in Review

Burkett Financial Services held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 24 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Burkett Financial Services first reported a position in ISRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.6K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Burkett Financial Services held 24 shares of Intuitive Surgical worth $9.76K as of Q3 2026.
Burkett Financial Services left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #301 holding.
Burkett Financial Services first reported a position in Intuitive Surgical in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Intuitive Surgical position peaked at $13.6K in Q4 2025.
94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.