DDD Partners’s Intuitive Surgical ISRG Stock Holding History

DDD 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	$4.46M	Buy	10,962 +3,039	+38%	+$1.16M	0.25%	55
2026 Q2	$3.15M	Buy	7,923 +1,059	+15%	+$463K	0.2%	56
2026 Q1	$3.16M	Buy	6,864 +498	+8%	+$252K	0.22%	59
2025 Q4	$3.61M	Buy	6,366 +862	+16%	+$459K	0.23%	53
2025 Q3	$2.46M	Buy	5,504 +4,854	+747%	+$2.33M	0.16%	58
2025 Q2	$353K	Buy	650 +8	+1%	+$4.18K	0.04%	92
2025 Q1	$318K	Buy	+642	New	+$355K	0.04%	86
2022 Q1	–	Sell	-17,574	Closed	-$6.31M	–	79
2021 Q4	$6.31M	Buy	17,574 +405	+2%	+$139K	0.87%	38
2021 Q3	$5.69M	Buy	+17,169	New	+$5.77M	0.85%	41

Other funds holding ISRG

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

DDD Partners's ISRG Position: Q3 2026 in Review

DDD Partners increased its Intuitive Surgical (ISRG) stake by 38% in Q3 2026, buying an estimated $1.16M and bringing the position to 10,962 shares worth $4.46M. The position accounts for 0.25% of the portfolio, ranked #55.

DDD Partners first reported a position in ISRG in Q3 2021 and has held it in 9 quarters since. The position peaked at $6.31M in Q4 2021. 1,167 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

DDD Partners held 10,962 shares of Intuitive Surgical worth $4.46M as of Q3 2026.
DDD Partners bought 3,039 Intuitive Surgical shares in Q3 2026, an estimated $1.16M.
Intuitive Surgical made up 0.25% of DDD Partners's portfolio in Q3 2026, its #55 holding.
DDD Partners first reported a position in Intuitive Surgical in Q3 2021 and has held it in 9 quarters since.
DDD Partners's Intuitive Surgical position peaked at $6.31M in Q4 2021.
1,167 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.