Cove Private Wealth
ISRG icon

Cove Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Cove Private Wealth’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 		$725K Buy
1,783
+182
+11% +$69.5K 0.13% 117
2026
Q2 		$637K Hold
1,601
– – 0.12% 127
2026
Q1 		$738K Buy
1,601
+431
+37% +$218K 0.17% 100
2025
Q4 		$663K Buy
1,170
+462
+65% +$246K 0.2% 95
2025
Q3 		$317K Hold
708
– – 0.1% 127
2025
Q2 		$385K Buy
708
+239
+51% +$125K 0.14% 118
2025
Q1 		$232K Buy
+469
New +$259K 0.12% 116

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cove Private Wealth's ISRG Position: Q3 2026 in Review

Cove Private Wealth increased its Intuitive Surgical (ISRG) stake by 11% in Q3 2026, buying an estimated $69.5K and bringing the position to 1,783 shares worth $725K. The position accounts for 0.13% of the portfolio, ranked #117.

Cove Private Wealth first reported a position in ISRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $738K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Cove Private Wealth held 1,783 shares of Intuitive Surgical worth $725K as of Q3 2026.
  • Cove Private Wealth bought 182 Intuitive Surgical shares in Q3 2026, an estimated $69.5K.
  • Intuitive Surgical made up 0.13% of Cove Private Wealth's portfolio in Q3 2026, its #117 holding.
  • Cove Private Wealth first reported a position in Intuitive Surgical in Q1 2025 and has held it in 7 quarters since.
  • Cove Private Wealth's Intuitive Surgical position peaked at $738K in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.