Curated Wealth Partners
ISRG icon

Curated Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Curated Wealth Partners’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 		$908K Buy
2,234
+1,617
+262% +$617K 0.07% 149
2026
Q2 		$245K Buy
617
+41
+7% +$17.9K 0.03% 202
2026
Q1 		$266K Buy
576
+153
+36% +$77.4K 0.03% 175
2025
Q4 		$240K Buy
+423
New +$225K 0.03% 179

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

Curated Wealth Partners's ISRG Position: Q3 2026 in Review

Curated Wealth Partners increased its Intuitive Surgical (ISRG) stake by 262% in Q3 2026, buying an estimated $617K and bringing the position to 2,234 shares worth $908K. The position accounts for 0.07% of the portfolio, ranked #149.

Curated Wealth Partners first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Curated Wealth Partners held 2,234 shares of Intuitive Surgical worth $908K as of Q3 2026.
  • Curated Wealth Partners bought 1,617 Intuitive Surgical shares in Q3 2026, an estimated $617K.
  • Intuitive Surgical made up 0.07% of Curated Wealth Partners's portfolio in Q3 2026, its #149 holding.
  • Curated Wealth Partners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.