FHC
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First Heartland Consultants’s Intuitive Surgical ISRG Stock Holding History

First Heartland Consultants’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 		$621K Buy
1,526
+21
+1% +$8.02K 0.04% 297
2026
Q2 		$599K Hold
1,505
– – 0.04% 293
2026
Q1 		$694K Sell
1,505
-57
-4% -$28.8K 0.05% 240
2025
Q4 		$885K Buy
1,562
+9
+0.6% +$4.79K 0.07% 200
2025
Q3 		$695K Buy
1,553
+8
+0.5% +$3.84K 0.06% 224
2025
Q2 		$840K Sell
1,545
-6
-0.4% -$3.14K 0.07% 189
2025
Q1 		$768K Sell
1,551
-179
-10% -$99K 0.08% 182
2024
Q4 		$903K Sell
1,730
-41
-2% -$21.4K 0.09% 158
2024
Q3 		$870K Buy
1,771
+3
+0.2% +$1.4K 0.09% 155
2024
Q2 		$787K Buy
1,768
+22
+1% +$8.76K 0.05% 199
2024
Q1 		$697K Sell
1,746
-24
-1% -$9.07K 0.07% 207
2023
Q4 		$597K Sell
1,770
-30
-2% -$8.94K 0.07% 190
2023
Q3 		$526K Buy
1,800
+100
+6% +$31.2K 0.07% 204
2023
Q2 		$581K Buy
1,700
+30
+2% +$9.08K 0.08% 190
2023
Q1 		$427K Hold
1,670
– – 0.06% 225
2022
Q4 		$443K Buy
1,670
+63
+4% +$15.4K 0.07% 215
2022
Q3 		$301K Sell
1,607
-197
-11% -$42.3K 0.03% 256
2022
Q2 		$362K Buy
1,804
+1
+0.1% +$235 0.06% 226
2022
Q1 		$543K Sell
1,803
-52
-3% -$15.2K 0.08% 173
2021
Q4 		$666K Buy
1,855
+1
+0.1% +$344 0.03% 159
2021
Q3 		$614K Buy
1,854
+57
+3% +$19.1K 0.09% 174
2021
Q2 		$551K Buy
1,797
+57
+3% +$16K 0.08% 199
2021
Q1 		$429K Buy
1,740
+387
+29% +$97.4K 0.07% 226
2020
Q4 		$369K Sell
1,353
-117
-8% -$29.1K 0.06% 210
2020
Q3 		$348K Buy
1,470
+30
+2% +$6.74K 0.07% 189
2020
Q2 		$274K Buy
+1,440
New +$258K 0.05% 221
2019
Q3 		– Sell
-1,164
Closed -$204K – 296
2019
Q2 		$204K Sell
1,164
-129
-10% -$22.1K 0.05% 272
2019
Q1 		$246K Buy
+1,293
New +$230K 0.07% 227
2014
Q3 		– Sell
-5,355
Closed -$245K – 259
2014
Q2 		$245K Hold
5,355
– – 0.11% 202
2014
Q1 		$261K Hold
5,355
– – 0.13% 189
2013
Q4 		$229K Hold
5,355
– – 0.13% 164
2013
Q3 		$222K Buy
+5,355
New +$236K 0.13% 185

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

First Heartland Consultants's ISRG Position: Q3 2026 in Review

First Heartland Consultants increased its Intuitive Surgical (ISRG) stake by 1.4% in Q3 2026, buying an estimated $8.02K and bringing the position to 1,526 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #297.

First Heartland Consultants first reported a position in ISRG in Q3 2013 and has held it in 32 quarters since. The position peaked at $903K in Q4 2024. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • First Heartland Consultants held 1,526 shares of Intuitive Surgical worth $621K as of Q3 2026.
  • First Heartland Consultants bought 21 Intuitive Surgical shares in Q3 2026, an estimated $8.02K.
  • Intuitive Surgical made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #297 holding.
  • First Heartland Consultants first reported a position in Intuitive Surgical in Q3 2013 and has held it in 32 quarters since.
  • First Heartland Consultants's Intuitive Surgical position peaked at $903K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.