Commonwealth Financial Services’s Intuitive Surgical ISRG Stock Holding History

Commonwealth 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	$276K	Buy	679 +92	+16%	+$35.1K	0.05%	191
2026 Q2	$233K	Sell	587 -44	-7%	-$19.2K	0.03%	261
2026 Q1	$291K	Buy	631 +39	+7%	+$19.7K	0.05%	182
2025 Q4	$335K	Buy	592 +32	+6%	+$17K	0.06%	157
2025 Q3	$250K	Buy	560 +6	+1%	+$2.88K	0.04%	191
2025 Q2	$301K	Sell	554 -10	-2%	-$5.23K	0.06%	156
2025 Q1	$279K	Buy	564 +13	+2%	+$7.19K	0.06%	154
2024 Q4	$288K	Buy	551 +26	+5%	+$13.5K	0.06%	152
2024 Q3	$254K	Buy	525 +11	+2%	+$5.12K	0.05%	170
2024 Q2	$228K	Buy	+514	New	+$205K	0.05%	171

Other funds holding ISRG

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

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Commonwealth Financial Services increased its Intuitive Surgical (ISRG) stake by 16% in Q3 2026, buying an estimated $35.1K and bringing the position to 679 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #191.

Commonwealth Financial Services first reported a position in ISRG in Q2 2024 and has held it in 10 quarters since. The position peaked at $335K in Q4 2025. 417 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Commonwealth Financial Services held 679 shares of Intuitive Surgical worth $276K as of Q3 2026.
Commonwealth Financial Services bought 92 Intuitive Surgical shares in Q3 2026, an estimated $35.1K.
Intuitive Surgical made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #191 holding.
Commonwealth Financial Services first reported a position in Intuitive Surgical in Q2 2024 and has held it in 10 quarters since.
Commonwealth Financial Services's Intuitive Surgical position peaked at $335K in Q4 2025.
417 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.