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Essential Partners’s Intuitive Surgical ISRG Stock Holding History

Essential 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 		$228K Buy
560
+258
+85% +$98.5K 0.1% 211
2026
Q2 		$120K Buy
302
+116
+62% +$50.7K 0.06% 366
2026
Q1 		$85.7K Buy
186
+151
+431% +$76.4K 0.03% 460
2025
Q4 		$19.8K Buy
35
+20
+133% +$10.6K 0.01% 909
2025
Q3 		$6.71K Sell
15
-26
-63% -$12.5K ﹤0.01% 1308
2025
Q2 		$22.3K Buy
+41
New +$21.4K 0.01% 643

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Essential Partners's ISRG Position: Q3 2026 in Review

Essential Partners increased its Intuitive Surgical (ISRG) stake by 85% in Q3 2026, buying an estimated $98.5K and bringing the position to 560 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #211.

Essential Partners first reported a position in ISRG in Q2 2025 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Essential Partners held 560 shares of Intuitive Surgical worth $228K as of Q3 2026.
  • Essential Partners bought 258 Intuitive Surgical shares in Q3 2026, an estimated $98.5K.
  • Intuitive Surgical made up 0.1% of Essential Partners's portfolio in Q3 2026, its #211 holding.
  • Essential Partners first reported a position in Intuitive Surgical in Q2 2025 and has held it in 6 quarters since.
  • 383 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.