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Douglas Lane & Associates’s Intuitive Surgical ISRG Stock Holding History

Douglas Lane & 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 		$41.8M Buy
102,898
+54,499
+113% +$20.8M 0.56% 69
2026
Q2 		$19.2M Buy
48,399
+8,547
+21% +$3.73M 0.26% 101
2026
Q1 		$18.4M Buy
39,852
+20
+0.1% +$10.1K 0.26% 104
2025
Q4 		$22.6M Sell
39,832
-170
-0.4% -$90.5K 0.31% 100
2025
Q3 		$17.9M Buy
40,002
+2,299
+6% +$1.1M 0.25% 105
2025
Q2 		$20.5M Sell
37,703
-495
-1% -$259K 0.3% 99
2025
Q1 		$18.9M Buy
38,198
+273
+0.7% +$151K 0.28% 103
2024
Q4 		$19.8M Sell
37,925
-494
-1% -$257K 0.28% 102
2024
Q3 		$18.9M Sell
38,419
-969
-2% -$451K 0.26% 102
2024
Q2 		$17.5M Buy
39,388
+1,359
+4% +$541K 0.25% 103
2024
Q1 		$15.2M Sell
38,029
-374
-1% -$141K 0.21% 105
2023
Q4 		$13M Sell
38,403
-5,241
-12% -$1.56M 0.2% 106
2023
Q3 		$12.8M Sell
43,644
-1,316
-3% -$411K 0.21% 105
2023
Q2 		$15.4M Buy
44,960
+4
+0% +$1.21K 0.25% 103
2023
Q1 		$11.5M Sell
44,956
-8,703
-16% -$2.14M 0.19% 109
2022
Q4 		$14.2M Sell
53,659
-354
-0.7% -$86.3K 0.24% 105
2022
Q3 		$10.1M Buy
54,013
+126
+0.2% +$27.1K 0.19% 106
2022
Q2 		$10.8M Buy
53,887
+11,822
+28% +$2.77M 0.18% 109
2022
Q1 		$12.7M Buy
42,065
+20,487
+95% +$5.99M 0.18% 107
2021
Q4 		$7.75M Sell
21,578
-226
-1% -$77.8K 0.1% 113
2021
Q3 		$7.22M Sell
21,804
-33
-0.2% -$11.1K 0.1% 112
2021
Q2 		$6.69M Buy
21,837
+12
+0.1% +$3.37K 0.09% 109
2021
Q1 		$5.38M Buy
21,825
+15
+0.1% +$3.77K 0.08% 114
2020
Q4 		$5.95M Buy
21,810
+1,479
+7% +$367K 0.1% 110
2020
Q3 		$4.81M Buy
20,331
+11,532
+131% +$2.59M 0.1% 109
2020
Q2 		$1.67M Buy
+8,799
New +$1.58M 0.04% 126

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Douglas Lane & Associates's ISRG Position: Q3 2026 in Review

Douglas Lane & Associates increased its Intuitive Surgical (ISRG) stake by 113% in Q3 2026, buying an estimated $20.8M and bringing the position to 102,898 shares worth $41.8M. The position accounts for 0.56% of the portfolio, ranked #69.

Douglas Lane & Associates first reported a position in ISRG in Q2 2020 and has held it in 26 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Douglas Lane & Associates held 102,898 shares of Intuitive Surgical worth $41.8M as of Q3 2026.
  • Douglas Lane & Associates bought 54,499 Intuitive Surgical shares in Q3 2026, an estimated $20.8M.
  • Intuitive Surgical made up 0.56% of Douglas Lane & Associates's portfolio in Q3 2026, its #69 holding.
  • Douglas Lane & Associates first reported a position in Intuitive Surgical in Q2 2020 and has held it in 26 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.