Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Fifth Third Wealth 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 		$4.63M Sell
11,395
-4,456
-28% -$1.7M 0.12% 124
2026
Q2 		$6.3M Buy
15,851
+179
+1% +$78.2K 0.18% 101
2026
Q1 		$7.22M Buy
15,672
+3,476
+29% +$1.76M 0.24% 71
2025
Q4 		$6.91M Buy
12,196
+315
+3% +$168K 0.24% 69
2025
Q3 		$5.31M Buy
11,881
+578
+5% +$277K 0.2% 85
2025
Q2 		$6.14M Buy
11,303
+740
+7% +$387K 0.26% 64
2025
Q1 		$5.23M Buy
10,563
+1,318
+14% +$729K 0.27% 58
2024
Q4 		$4.83M Buy
9,245
+907
+11% +$472K 0.26% 58
2024
Q3 		$4.1M Buy
8,338
+4,050
+94% +$1.89M 0.25% 62
2024
Q2 		$1.91M Buy
4,288
+3,089
+258% +$1.23M 0.14% 98
2024
Q1 		$479K Buy
1,199
+371
+45% +$140K 0.07% 160
2023
Q4 		$279K Sell
828
-190
-19% -$56.6K 0.09% 153
2023
Q3 		$298K Buy
1,018
+433
+74% +$135K 0.12% 139
2023
Q2 		$200K Buy
+585
New +$177K 0.13% 136

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Wealth Advisors's ISRG Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 28% in Q3 2026, selling an estimated $1.7M and leaving 11,395 shares worth $4.63M. The position accounts for 0.12% of the portfolio, ranked #124.

Fifth Third Wealth Advisors first reported a position in ISRG in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.22M in Q1 2026. 529 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Fifth Third Wealth Advisors held 11,395 shares of Intuitive Surgical worth $4.63M as of Q3 2026.
  • Fifth Third Wealth Advisors sold 4,456 Intuitive Surgical shares in Q3 2026, an estimated $1.7M.
  • Intuitive Surgical made up 0.12% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #124 holding.
  • Fifth Third Wealth Advisors first reported a position in Intuitive Surgical in Q2 2023 and has held it in 14 quarters since.
  • Fifth Third Wealth Advisors's Intuitive Surgical position peaked at $7.22M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.