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Elevation Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Elevation 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 		$20.3K Buy
50
+10
+25% +$3.82K 0.01% 675
2026
Q2 		$15.9K Buy
40
+6
+18% +$2.62K ﹤0.01% 659
2026
Q1 		$15.7K Sell
34
-7
-17% -$3.54K 0.01% 430
2025
Q4 		$23.2K Buy
41
+9
+28% +$4.79K 0.01% 339
2025
Q3 		$14.3K Buy
+32
New +$15.4K 0.01% 359

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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

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

Elevation Wealth Partners increased its Intuitive Surgical (ISRG) stake by 25% in Q3 2026, buying an estimated $3.82K and bringing the position to 50 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #675.

Elevation Wealth Partners first reported a position in ISRG in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.2K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Elevation Wealth Partners held 50 shares of Intuitive Surgical worth $20.3K as of Q3 2026.
  • Elevation Wealth Partners bought 10 Intuitive Surgical shares in Q3 2026, an estimated $3.82K.
  • Intuitive Surgical made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #675 holding.
  • Elevation Wealth Partners first reported a position in Intuitive Surgical in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Intuitive Surgical position peaked at $23.2K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.