Farnam Financial
ISRG icon

Farnam Financial’s Intuitive Surgical ISRG Stock Holding History

Farnam Financial’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 		$286K Hold
671
– – 0.21% 51
2026
Q2 		$267K Hold
671
– – 0.19% 49
2026
Q1 		$309K Hold
671
– – 0.25% 44
2025
Q4 		$380K Buy
+671
New +$357K 0.29% 41

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Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
James Hambro & Partners
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Farnam Financial's ISRG Position: Q3 2026 in Review

Farnam Financial held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 671 shares worth $286K. The position accounts for 0.21% of the portfolio, ranked #51.

Farnam Financial first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $380K in Q4 2025. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Farnam Financial held 671 shares of Intuitive Surgical worth $286K as of Q3 2026.
  • Farnam Financial left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up 0.21% of Farnam Financial's portfolio in Q3 2026, its #51 holding.
  • Farnam Financial first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • Farnam Financial's Intuitive Surgical position peaked at $380K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.