CI
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CX Institutional’s Intuitive Surgical ISRG Stock Holding History

CX Institutional’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 		$836K Buy
2,055
+98
+5% +$37.4K 0.02% 364
2026
Q2 		$778K Sell
1,957
-46
-2% -$20.1K 0.02% 369
2026
Q1 		$923K Sell
2,003
-162
-7% -$82K 0.03% 350
2025
Q4 		$1.23M Buy
2,165
+5
+0.2% +$2.66K 0.04% 258
2025
Q3 		$966K Buy
2,160
+229
+12% +$110K 0.03% 305
2025
Q2 		$1.05M Buy
1,931
+58
+3% +$30.3K 0.04% 263
2025
Q1 		$928K Buy
1,873
+48
+3% +$26.5K 0.04% 275
2024
Q4 		$953K Sell
1,825
-48
-3% -$25K 0.04% 266
2024
Q3 		$920K Buy
1,873
+28
+2% +$13K 0.04% 298
2024
Q2 		$821K Sell
1,845
-15
-0.8% -$5.97K 0.04% 306
2024
Q1 		$742K Sell
1,860
-32
-2% -$12.1K 0.04% 316
2023
Q4 		$638K Sell
1,892
-176
-9% -$52.5K 0.03% 306
2023
Q3 		$604K Sell
2,068
-86
-4% -$26.9K 0.03% 310
2023
Q2 		$737K Buy
2,154
+571
+36% +$173K 0.04% 310
2023
Q1 		$402K Sell
1,583
-80
-5% -$19.7K 0.02% 366
2022
Q4 		$441K Buy
+1,663
New +$405K 0.03% 383
2022
Q3 		– Sell
-424
Closed -$85K – 802
2022
Q2 		$85K Buy
+424
New +$99.5K 0.01% 572
2021
Q4 		– Sell
-420
Closed -$139K – 626
2021
Q3 		$139K Buy
420
+6
+1% +$2.02K 0.01% 398
2021
Q2 		$127K Buy
414
+117
+39% +$32.8K 0.01% 400
2021
Q1 		$73K Sell
297
-87
-23% -$21.9K 0.01% 422
2020
Q4 		$105K Buy
384
+111
+41% +$27.6K 0.01% 353
2020
Q3 		$65K Buy
273
+45
+20% +$10.1K 0.01% 356
2020
Q2 		$43K Buy
228
+165
+262% +$29.6K 0.01% 353
2020
Q1 		$10K Sell
63
-18
-22% -$3.3K ﹤0.01% 452
2019
Q4 		$16K Hold
81
– – ﹤0.01% 374
2019
Q3 		$15K Buy
81
+9
+13% +$1.56K ﹤0.01% 409
2019
Q2 		$13K Hold
72
– – ﹤0.01% 449
2019
Q1 		$14K Buy
+72
New +$12.8K ﹤0.01% 427

Other funds holding ISRG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

CX Institutional's ISRG Position: Q3 2026 in Review

CX Institutional increased its Intuitive Surgical (ISRG) stake by 5% in Q3 2026, buying an estimated $37.4K and bringing the position to 2,055 shares worth $836K. The position accounts for 0.02% of the portfolio, ranked #364.

CX Institutional first reported a position in ISRG in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.23M in Q4 2025. 28 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • CX Institutional held 2,055 shares of Intuitive Surgical worth $836K as of Q3 2026.
  • CX Institutional bought 98 Intuitive Surgical shares in Q3 2026, an estimated $37.4K.
  • Intuitive Surgical made up 0.02% of CX Institutional's portfolio in Q3 2026, its #364 holding.
  • CX Institutional first reported a position in Intuitive Surgical in Q1 2019 and has held it in 28 quarters since.
  • CX Institutional's Intuitive Surgical position peaked at $1.23M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.