FFA
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Farther Finance Advisors’s Intuitive Surgical ISRG Stock Holding History

Farther Finance Advisors’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 		$9.29M Buy
22,837
+6,810
+42% +$2.6M 0.07% 271
2026
Q2 		$6.38M Buy
16,027
+5,732
+56% +$2.5M 0.05% 334
2026
Q1 		$4.78M Buy
10,295
+345
+3% +$175K 0.05% 362
2025
Q4 		$5.64M Buy
9,950
+2,617
+36% +$1.39M 0.06% 279
2025
Q3 		$3.28M Buy
7,333
+1,488
+25% +$714K 0.05% 315
2025
Q2 		$3.18M Buy
5,845
+2,629
+82% +$1.37M 0.06% 255
2025
Q1 		$1.6M Sell
3,216
-73
-2% -$40.4K 0.04% 356
2024
Q4 		$1.72M Buy
3,289
+389
+13% +$203K 0.06% 243
2024
Q3 		$1.42M Buy
2,900
+754
+35% +$351K 0.05% 261
2024
Q2 		$936K Buy
2,146
+315
+17% +$125K 0.05% 319
2024
Q1 		$723K Buy
1,831
+542
+42% +$205K 0.04% 311
2023
Q4 		$435K Buy
1,289
+609
+90% +$182K 0.03% 379
2023
Q3 		$199K Buy
680
+385
+131% +$120K 0.03% 391
2023
Q2 		$101K Sell
295
-6
-2% -$1.81K 0.02% 455
2023
Q1 		$76.9K Buy
301
+54
+22% +$13.3K 0.02% 481
2022
Q4 		$65.5K Buy
+247
New +$60.2K 0.03% 431

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
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Farther Finance Advisors's ISRG Position: Q3 2026 in Review

Farther Finance Advisors increased its Intuitive Surgical (ISRG) stake by 42% in Q3 2026, buying an estimated $2.6M and bringing the position to 22,837 shares worth $9.29M. The position accounts for 0.07% of the portfolio, ranked #271.

Farther Finance Advisors first reported a position in ISRG in Q4 2022 and has held it in 16 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Farther Finance Advisors held 22,837 shares of Intuitive Surgical worth $9.29M as of Q3 2026.
  • Farther Finance Advisors bought 6,810 Intuitive Surgical shares in Q3 2026, an estimated $2.6M.
  • Intuitive Surgical made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #271 holding.
  • Farther Finance Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 16 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.