Callahan Advisors
ISRG icon

Callahan Advisors’s Intuitive Surgical ISRG Stock Holding History

Callahan Advisors’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 		$305K Sell
750
-50
-6% -$19.1K 0.02% 157
2026
Q2 		$318K Hold
800
– – 0.02% 155
2026
Q1 		$369K Sell
800
-62
-7% -$31.4K 0.03% 145
2025
Q4 		$488K Hold
862
– – 0.04% 137
2025
Q3 		$386K Sell
862
-2
-0.2% -$960 0.03% 133
2025
Q2 		$470K Buy
864
+2
+0.2% +$1.05K 0.04% 126
2025
Q1 		$427K Hold
862
– – 0.04% 130
2024
Q4 		$450K Hold
862
– – 0.04% 128
2024
Q3 		$423K Hold
862
– – 0.04% 116
2024
Q2 		$383K Hold
862
– – 0.04% 123
2024
Q1 		$344K Sell
862
-63
-7% -$23.8K 0.04% 119
2023
Q4 		$312K Sell
925
-95
-9% -$28.3K 0.04% 119
2023
Q3 		$298K Sell
1,020
-150
-13% -$46.8K 0.04% 126
2023
Q2 		$400K Sell
1,170
-85
-7% -$25.7K 0.05% 112
2023
Q1 		$321K Sell
1,255
-45
-3% -$11.1K 0.04% 122
2022
Q4 		$345K Hold
1,300
– – 0.05% 119
2022
Q3 		$244K Hold
1,300
– – 0.04% 132
2022
Q2 		$261K Buy
1,300
+285
+28% +$66.9K 0.03% 136
2022
Q1 		$306K Buy
1,015
+115
+13% +$33.6K 0.03% 134
2021
Q4 		$323K Hold
900
– – 0.04% 134
2021
Q3 		$298K Hold
900
– – 0.04% 131
2021
Q2 		$276K Hold
900
– – 0.04% 134
2021
Q1 		$222K Hold
900
– – 0.03% 134
2020
Q4 		$245K Hold
900
– – 0.04% 130
2020
Q3 		$213K Buy
+900
New +$202K 0.03% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Callahan Advisors's ISRG Position: Q3 2026 in Review

Callahan Advisors reduced its Intuitive Surgical (ISRG) stake by 6.3% in Q3 2026, selling an estimated $19.1K and leaving 750 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #157.

Callahan Advisors first reported a position in ISRG in Q3 2020 and has held it in 25 quarters since. The position peaked at $488K in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Callahan Advisors held 750 shares of Intuitive Surgical worth $305K as of Q3 2026.
  • Callahan Advisors sold 50 Intuitive Surgical shares in Q3 2026, an estimated $19.1K.
  • Intuitive Surgical made up 0.02% of Callahan Advisors's portfolio in Q3 2026, its #157 holding.
  • Callahan Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 25 quarters since.
  • Callahan Advisors's Intuitive Surgical position peaked at $488K in Q4 2025.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Callahan Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.