BAM
ISRG icon

Byrne Asset Management’s Intuitive Surgical ISRG Stock Holding History

Byrne Asset 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 		$34.5K Buy
86
+1
+1% +$382 0.02% 320
2026
Q2 		$33.8K Sell
85
-18
-17% -$7.86K 0.02% 320
2026
Q1 		$47.5K Sell
103
-19
-16% -$9.61K 0.03% 284
2025
Q4 		$69.1K Sell
122
-2
-2% -$1.06K 0.04% 256
2025
Q3 		$55.5K Hold
124
– – 0.03% 220
2025
Q2 		$67.4K Hold
124
– – 0.04% 189
2025
Q1 		$61.4K Sell
124
-31
-20% -$17.1K 0.05% 183
2024
Q4 		$80.9K Sell
155
-2
-1% -$1.04K 0.06% 167
2024
Q3 		$77.1K Sell
157
-55
-26% -$25.6K 0.05% 175
2024
Q2 		$94.4K Sell
212
-5
-2% -$1.99K 0.07% 160
2024
Q1 		$86.6K Buy
217
+15
+7% +$5.67K 0.06% 168
2023
Q4 		$68.2K Buy
+202
New +$60.2K 0.05% 177
2023
Q3 		– Sell
-379
Closed -$118K – 164
2023
Q2 		$130K Hold
379
– – 0.08% 172
2023
Q1 		$97K Sell
379
-125
-25% -$30.8K 0.07% 180
2022
Q4 		$134K Buy
504
+40
+9% +$9.75K 0.1% 155
2022
Q3 		$87K Sell
464
-30
-6% -$6.44K 0.07% 166
2022
Q2 		$99K Sell
494
-42
-8% -$9.85K 0.07% 145
2022
Q1 		$162K Sell
536
-15
-3% -$4.38K 0.1% 125
2021
Q4 		$198K Buy
+551
New +$190K 0.13% 112

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

Byrne Asset Management's ISRG Position: Q3 2026 in Review

Byrne Asset Management increased its Intuitive Surgical (ISRG) stake by 1.2% in Q3 2026, buying an estimated $382 and bringing the position to 86 shares worth $34.5K. The position accounts for 0.02% of the portfolio, ranked #320.

Byrne Asset Management first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $198K in Q4 2021. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Byrne Asset Management held 86 shares of Intuitive Surgical worth $34.5K as of Q3 2026.
  • Byrne Asset Management bought 1 Intuitive Surgical share in Q3 2026, an estimated $382.
  • Intuitive Surgical made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #320 holding.
  • Byrne Asset Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Intuitive Surgical position peaked at $198K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.