Cooper Financial Group
ISRG icon

Cooper Financial Group’s Intuitive Surgical ISRG Stock Holding History

Cooper Financial Group’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 		$465K Sell
1,143
-143
-11% -$54.6K 0.04% 270
2026
Q2 		$511K Sell
1,286
-153
-11% -$66.8K 0.04% 263
2026
Q1 		$663K Sell
1,439
-174
-11% -$88K 0.07% 215
2025
Q4 		$914K Buy
1,613
+303
+23% +$161K 0.1% 153
2025
Q3 		$586K Sell
1,310
-22
-2% -$10.6K 0.06% 216
2025
Q2 		$724K Buy
1,332
+83
+7% +$43.4K 0.09% 187
2025
Q1 		$619K Buy
1,249
+190
+18% +$105K 0.08% 209
2024
Q4 		$553K Buy
1,059
+201
+23% +$105K 0.07% 227
2024
Q3 		$422K Buy
858
+229
+36% +$107K 0.05% 267
2024
Q2 		$280K Buy
629
+53
+9% +$21.1K 0.04% 310
2024
Q1 		$230K Buy
+576
New +$218K 0.04% 326
2020
Q1 		– Sell
-1,110
Closed -$219K – 165
2019
Q4 		$219K Buy
+1,110
New +$208K 0.09% 145
2019
Q2 		– Sell
-1,956
Closed -$372K – 127
2019
Q1 		$372K Buy
1,956
+204
+12% +$36.3K 0.2% 67
2018
Q4 		$280K Buy
+1,752
New +$297K 0.19% 76

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

Cooper Financial Group's ISRG Position: Q3 2026 in Review

Cooper Financial Group reduced its Intuitive Surgical (ISRG) stake by 11% in Q3 2026, selling an estimated $54.6K and leaving 1,143 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #270.

Cooper Financial Group first reported a position in ISRG in Q4 2018 and has held it in 14 quarters since. The position peaked at $914K in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Cooper Financial Group held 1,143 shares of Intuitive Surgical worth $465K as of Q3 2026.
  • Cooper Financial Group sold 143 Intuitive Surgical shares in Q3 2026, an estimated $54.6K.
  • Intuitive Surgical made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #270 holding.
  • Cooper Financial Group first reported a position in Intuitive Surgical in Q4 2018 and has held it in 14 quarters since.
  • Cooper Financial Group's Intuitive Surgical position peaked at $914K in Q4 2025.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.