Cohen Klingenstein’s Intuitive Surgical ISRG Stock Holding History

Cohen Klingenstein’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	$3.44M	Hold	8,460	–	–	0.1%	92
2026 Q2	$3.36M	Hold	8,460	–	–	0.1%	93
2026 Q1	$3.9M	Hold	8,460	–	–	0.13%	82
2025 Q4	$4.79M	Hold	8,460	–	–	0.15%	70
2025 Q3	$3.78M	Hold	8,460	–	–	0.12%	83
2025 Q2	$4.6M	Hold	8,460	–	–	0.15%	72
2025 Q1	$4.19M	Hold	8,460	–	–	0.15%	76
2024 Q4	$4.42M	Hold	8,460	–	–	0.15%	72
2024 Q3	$4.16M	Hold	8,460	–	–	0.14%	90
2024 Q2	$3.76M	Hold	8,460	–	–	0.14%	89
2024 Q1	$3.38M	Hold	8,460	–	–	0.13%	95
2023 Q4	$2.85M	Hold	8,460	–	–	0.12%	102
2023 Q3	$2.47M	Hold	8,460	–	–	0.11%	103
2023 Q2	$2.89M	Hold	8,460	–	–	0.13%	98
2023 Q1	$2.16M	Hold	8,460	–	–	0.1%	116
2022 Q4	$2.24M	Hold	8,460	–	–	0.11%	112
2022 Q3	$1.59M	Hold	8,460	–	–	0.08%	126
2022 Q2	$1.7M	Hold	8,460	–	–	0.09%	126
2022 Q1	$2.55M	Hold	8,460	–	–	0.11%	109
2021 Q4	$3.04M	Hold	8,460	–	–	0.12%	104
2021 Q3	$2.8M	Hold	8,460	–	–	0.12%	110
2021 Q2	$2.59M	Hold	8,460	–	–	0.11%	117
2021 Q1	$2.08M	Hold	8,460	–	–	0.1%	128
2020 Q4	$2.31M	Hold	8,460	–	–	0.12%	116
2020 Q3	$2M	Hold	8,460	–	–	0.11%	119
2020 Q2	$1.61M	Hold	8,460	–	–	0.1%	125
2020 Q1	$1.4M	Hold	8,460	–	–	0.1%	123
2019 Q4	$1.67M	Hold	8,460	–	–	0.1%	129
2019 Q3	$1.52M	Buy	+8,460	New	+$1.46M	0.1%	131

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Cohen Klingenstein's ISRG Position: Q3 2026 in Review

Cohen Klingenstein held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 8,460 shares worth $3.44M. The position accounts for 0.1% of the portfolio, ranked #92.

Cohen Klingenstein first reported a position in ISRG in Q3 2019 and has held it in 29 quarters since. The position peaked at $4.79M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Cohen Klingenstein held 8,460 shares of Intuitive Surgical worth $3.44M as of Q3 2026.
Cohen Klingenstein left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up 0.1% of Cohen Klingenstein's portfolio in Q3 2026, its #92 holding.
Cohen Klingenstein first reported a position in Intuitive Surgical in Q3 2019 and has held it in 29 quarters since.
Cohen Klingenstein's Intuitive Surgical position peaked at $4.79M in Q4 2025.
1,020 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.