Elevatus Welath Management’s Intuitive Surgical ISRG Stock Holding History

Elevatus Welath Management’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	–	Sell	-563	Closed	-$224K	–	268
2026 Q2	$224K	Hold	563	–	–	0.05%	225
2026 Q1	$260K	Buy	563 +7	+1%	+$3.54K	0.14%	117
2025 Q4	$315K	Sell	556 -149	-21%	-$79.3K	0.09%	116
2025 Q3	$315K	Sell	705 -7,487	-91%	-$3.59M	0.09%	94
2025 Q2	$4.45M	Buy	+8,192	New	+$4.28M	1.48%	23
2025 Q1	–	Sell	-8,412	Closed	-$4.39M	–	111
2024 Q4	$4.39M	Buy	8,412 +223	+3%	+$116K	1.5%	18
2024 Q3	$4.02M	Buy	8,189 +107	+1%	+$49.8K	1.32%	24
2024 Q2	$3.6M	Buy	+8,082	New	+$3.22M	1.34%	25
2023 Q4	–	Sell	-12,264	Closed	-$3.58M	–	101
2023 Q3	$3.58M	Buy	+12,264	New	+$3.83M	3.24%	11

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Elevatus Welath Management's ISRG Position: Q3 2026 in Review

Elevatus Welath Management sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 563 shares — an estimated $224K sold.

Elevatus Welath Management first reported a position in ISRG in Q3 2023 and held it in 9 quarters. The position peaked at $4.45M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Elevatus Welath Management reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
Elevatus Welath Management sold 563 Intuitive Surgical shares in Q3 2026, an estimated $224K.
Elevatus Welath Management first reported a position in Intuitive Surgical in Q3 2023 and held it in 9 quarters.
Elevatus Welath Management's Intuitive Surgical position peaked at $4.45M in Q2 2025.
1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.