Crown Wealth Group
ISRG icon

Crown Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Crown Wealth 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 		– Sell
-519
Closed -$206K – 156
2026
Q2 		$206K Sell
519
-8
-2% -$3.5K 0.05% 143
2026
Q1 		$243K Buy
527
+46
+10% +$23.3K 0.07% 124
2025
Q4 		$272K Sell
481
-5
-1% -$2.66K 0.08% 103
2025
Q3 		$217K Buy
486
+61
+14% +$29.3K 0.07% 115
2025
Q2 		$231K Sell
425
-15
-3% -$7.84K 0.09% 100
2025
Q1 		$218K Buy
440
+20
+5% +$11.1K 0.11% 98
2024
Q4 		$219K Buy
420
+10
+2% +$5.21K 0.09% 104
2024
Q3 		$201K Buy
+410
New +$191K 0.09% 111

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
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

Crown Wealth Group's ISRG Position: Q3 2026 in Review

Crown Wealth Group sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 519 shares — an estimated $206K sold.

Crown Wealth Group first reported a position in ISRG in Q3 2024 and held it in 8 quarters. The position peaked at $272K in Q4 2025. 1,343 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Crown Wealth Group reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • Crown Wealth Group sold 519 Intuitive Surgical shares in Q3 2026, an estimated $206K.
  • Crown Wealth Group first reported a position in Intuitive Surgical in Q3 2024 and held it in 8 quarters.
  • Crown Wealth Group's Intuitive Surgical position peaked at $272K in Q4 2025.
  • 1,343 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.