Dillon & Associates
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Dillon & Associates’s Intuitive Surgical ISRG Stock Holding History

Dillon & Associates’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 		$20.6M Buy
50,656
+9,973
+25% +$3.81M 2.43% 9
2026
Q2 		$16.2M Buy
40,683
+6,439
+19% +$2.81M 1.98% 15
2026
Q1 		$15.8M Buy
34,244
+2,408
+8% +$1.22M 2.17% 14
2025
Q4 		$18M Buy
31,836
+3,362
+12% +$1.79M 2.33% 12
2025
Q3 		$12.7M Buy
28,474
+1,436
+5% +$689K 1.64% 19
2025
Q2 		$14.7M Buy
27,038
+621
+2% +$325K 1.99% 16
2025
Q1 		$13.1M Buy
26,417
+1,594
+6% +$882K 1.94% 17
2024
Q4 		$13M Buy
24,823
+549
+2% +$286K 1.8% 16
2024
Q3 		$11.9M Buy
24,274
+277
+1% +$129K 1.68% 20
2024
Q2 		$10.7M Buy
23,997
+291
+1% +$116K 1.55% 21
2024
Q1 		$9.46M Buy
23,706
+144
+0.6% +$54.4K 1.49% 25
2023
Q4 		$7.94M Sell
23,562
-260
-1% -$77.5K 1.44% 25
2023
Q3 		$6.96M Buy
23,822
+17
+0.1% +$5.31K 1.34% 25
2023
Q2 		$8.14M Sell
23,805
-517
-2% -$156K 1.5% 26
2023
Q1 		$6.2M Buy
24,322
+82
+0.3% +$20.2K 1.23% 27
2022
Q4 		$6.42M Buy
24,240
+10
+0% +$2.44K 1.39% 25
2022
Q3 		$4.53M Buy
24,230
+514
+2% +$110K 1.05% 28
2022
Q2 		$4.77M Buy
23,716
+4,822
+26% +$1.13M 1.07% 30
2022
Q1 		$5.71M Buy
18,894
+2,919
+18% +$853K 1.08% 29
2021
Q4 		$5.74M Sell
15,975
-45
-0.3% -$15.5K 1% 29
2021
Q3 		$5.31M Buy
16,020
+81
+0.5% +$27.2K 1.02% 28
2021
Q2 		$4.89M Buy
15,939
+1,824
+13% +$512K 0.96% 29
2021
Q1 		$3.48M Buy
14,115
+2,310
+20% +$581K 0.74% 32
2020
Q4 		$3.22M Sell
11,805
-45
-0.4% -$11.2K 0.7% 34
2020
Q3 		$2.8M Buy
11,850
+993
+9% +$223K 0.68% 34
2020
Q2 		$2.06M Buy
10,857
+3,480
+47% +$624K 0.56% 36
2020
Q1 		$1.22M Buy
+7,377
New +$1.35M 0.41% 41

Other funds holding ISRG

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Dillon & Associates's ISRG Position: Q3 2026 in Review

Dillon & Associates increased its Intuitive Surgical (ISRG) stake by 25% in Q3 2026, buying an estimated $3.81M and bringing the position to 50,656 shares worth $20.6M. The position accounts for 2.43% of the portfolio, ranked #9.

Dillon & Associates first reported a position in ISRG in Q1 2020 and has held it in 27 quarters since. 875 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Dillon & Associates held 50,656 shares of Intuitive Surgical worth $20.6M as of Q3 2026.
  • Dillon & Associates bought 9,973 Intuitive Surgical shares in Q3 2026, an estimated $3.81M.
  • Intuitive Surgical made up 2.43% of Dillon & Associates's portfolio in Q3 2026, its #9 holding.
  • Dillon & Associates first reported a position in Intuitive Surgical in Q1 2020 and has held it in 27 quarters since.
  • 875 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Dillon & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.