Empirical Wealth Management
ISRG icon

Empirical Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Empirical Wealth 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 		$536K Buy
1,317
+195
+17% +$74.4K 0.01% 741
2026
Q2 		$446K Sell
1,122
-266
-19% -$116K 0.01% 727
2026
Q1 		$640K Sell
1,388
-1,363
-50% -$690K 0.01% 489
2025
Q4 		$1.56M Sell
2,751
-1,048
-28% -$558K 0.03% 274
2025
Q3 		$1.7M Buy
3,799
+554
+17% +$266K 0.03% 261
2025
Q2 		$1.76M Buy
3,245
+358
+12% +$187K 0.04% 245
2025
Q1 		$1.43M Buy
2,887
+887
+44% +$491K 0.04% 258
2024
Q4 		$1.04M Buy
2,000
+164
+9% +$85.4K 0.03% 275
2024
Q3 		$902K Buy
1,836
+161
+10% +$75K 0.03% 285
2024
Q2 		$745K Buy
1,675
+754
+82% +$300K 0.02% 288
2024
Q1 		$368K Buy
921
+82
+10% +$31K 0.01% 391
2023
Q4 		$283K Buy
839
+103
+14% +$30.7K 0.01% 408
2023
Q3 		$215K Buy
736
+50
+7% +$15.6K 0.01% 433
2023
Q2 		$235K Buy
+686
New +$208K 0.01% 414

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Empirical Wealth Management's ISRG Position: Q3 2026 in Review

Empirical Wealth Management increased its Intuitive Surgical (ISRG) stake by 17% in Q3 2026, buying an estimated $74.4K and bringing the position to 1,317 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #741.

Empirical Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.76M in Q2 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Empirical Wealth Management held 1,317 shares of Intuitive Surgical worth $536K as of Q3 2026.
  • Empirical Wealth Management bought 195 Intuitive Surgical shares in Q3 2026, an estimated $74.4K.
  • Intuitive Surgical made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #741 holding.
  • Empirical Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 14 quarters since.
  • Empirical Wealth Management's Intuitive Surgical position peaked at $1.76M in Q2 2025.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.