Formidable Asset Management
ISRG icon

Formidable Asset Management’s Intuitive Surgical ISRG Stock Holding History

Formidable Asset Management’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 		$961K Buy
+2,417
New +$923K 0.14% 151
2016
Q2 		– Sell
-153
Closed -$10K – 297
2016
Q1 		$10K Hold
153
– – 0.01% 351
2015
Q4 		$9K Hold
153
– – 0.01% 395
2015
Q3 		$7K Hold
153
– – ﹤0.01% 455
2015
Q2 		$8K Hold
153
– – 0.01% 391
2015
Q1 		$8K Hold
153
– – 0.01% 379
2014
Q4 		$9K Hold
153
– – 0.01% 347
2014
Q3 		$8K Hold
153
– – 0.01% 358
2014
Q2 		$7K Hold
153
– – ﹤0.01% 394
2014
Q1 		$6K Hold
153
– – ﹤0.01% 364
2013
Q4 		$7K Hold
153
– – ﹤0.01% 377
2013
Q3 		$6K Buy
+153
New +$6.76K 0.01% 348

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Formidable Asset Management's ISRG Position: Q3 2026 in Review

Formidable Asset Management opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 2,417 shares worth $961K. The stake represents 0.14% of the portfolio and ranks #151 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in ISRG as recently as Q1 2016.

Formidable Asset Management first reported a position in ISRG in Q3 2013 and has held it in 12 quarters since. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Formidable Asset Management held 2,417 shares of Intuitive Surgical worth $961K as of Q3 2026.
  • Intuitive Surgical was a new Formidable Asset Management position in Q3 2026.
  • Intuitive Surgical made up 0.14% of Formidable Asset Management's portfolio in Q3 2026, its #151 holding.
  • Formidable Asset Management first reported a position in Intuitive Surgical in Q3 2013 and has held it in 12 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.