Daymark Wealth Partners
ISRG icon

Daymark Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Daymark 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 		$3.21M Buy
7,886
+1,313
+20% +$501K 0.07% 191
2026
Q2 		$2.61M Sell
6,573
-359
-5% -$157K 0.06% 210
2026
Q1 		$3.2M Buy
6,932
+732
+12% +$370K 0.1% 160
2025
Q4 		$3.51M Buy
6,200
+27
+0.4% +$14.4K 0.11% 141
2025
Q3 		$2.76M Sell
6,173
-199
-3% -$95.5K 0.09% 164
2025
Q2 		$3.46M Sell
6,372
-118
-2% -$61.7K 0.13% 134
2025
Q1 		$3.21M Sell
6,490
-39
-0.6% -$21.6K 0.14% 129
2024
Q4 		$3.41M Sell
6,529
-498
-7% -$259K 0.14% 119
2024
Q3 		$3.45M Buy
7,027
+24
+0.3% +$11.2K 0.15% 122
2024
Q2 		$3.12M Buy
7,003
+246
+4% +$98K 0.14% 122
2024
Q1 		$2.7M Sell
6,757
-48
-0.7% -$18.1K 0.15% 113
2023
Q4 		$2.3M Sell
6,805
-1,532
-18% -$457K 0.14% 117
2023
Q3 		$2.44M Buy
8,337
+79
+1% +$24.7K 0.17% 109
2023
Q2 		$2.82M Buy
8,258
+2,130
+35% +$644K 0.21% 94
2023
Q1 		$1.57M Sell
6,128
-300
-5% -$73.9K 0.21% 96
2022
Q4 		$1.71M Buy
+6,428
New +$1.57M 0.3% 70

Other funds holding ISRG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Daymark Wealth Partners increased its Intuitive Surgical (ISRG) stake by 20% in Q3 2026, buying an estimated $501K and bringing the position to 7,886 shares worth $3.21M. The position accounts for 0.07% of the portfolio, ranked #191.

Daymark Wealth Partners first reported a position in ISRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.51M in Q4 2025. 1,167 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Daymark Wealth Partners held 7,886 shares of Intuitive Surgical worth $3.21M as of Q3 2026.
  • Daymark Wealth Partners bought 1,313 Intuitive Surgical shares in Q3 2026, an estimated $501K.
  • Intuitive Surgical made up 0.07% of Daymark Wealth Partners's portfolio in Q3 2026, its #191 holding.
  • Daymark Wealth Partners first reported a position in Intuitive Surgical in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Intuitive Surgical position peaked at $3.51M in Q4 2025.
  • 1,167 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.