Founders Financial Securities
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Founders Financial Securities’s Intuitive Surgical ISRG Stock Holding History

Founders Financial Securities’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 		$1.09M Buy
2,686
+14
+0.5% +$5.34K 0.05% 298
2026
Q2 		$1.06M Sell
2,672
-97
-4% -$42.4K 0.05% 293
2026
Q1 		$1.26M Sell
2,769
-393
-12% -$199K 0.07% 248
2025
Q4 		$1.79M Buy
3,162
+373
+13% +$199K 0.11% 184
2025
Q3 		$1.25M Buy
2,789
+475
+21% +$228K 0.08% 216
2025
Q2 		$1.26M Buy
2,314
+3
+0.1% +$1.57K 0.1% 203
2025
Q1 		$1.19M Buy
2,311
+238
+11% +$132K 0.1% 196
2024
Q4 		$1.08M Sell
2,073
-10
-0.5% -$5.21K 0.1% 173
2024
Q3 		$1.02M Sell
2,083
-56
-3% -$26.1K 0.09% 184
2024
Q2 		$952K Buy
2,139
+205
+11% +$81.6K 0.09% 188
2024
Q1 		$772K Sell
1,934
-551
-22% -$208K 0.08% 199
2023
Q4 		$838K Buy
2,485
+856
+53% +$255K 0.09% 189
2023
Q3 		$476K Buy
1,629
+144
+10% +$45K 0.06% 221
2023
Q2 		$508K Buy
1,485
+92
+7% +$27.8K 0.07% 211
2023
Q1 		$356K Buy
1,393
+79
+6% +$19.5K 0.05% 246
2022
Q4 		$349K Buy
1,314
+7
+0.5% +$1.71K 0.05% 237
2022
Q3 		$245K Sell
1,307
-17
-1% -$3.65K 0.04% 261
2022
Q2 		$266K Buy
1,324
+15
+1% +$3.52K 0.05% 210
2022
Q1 		$395K Buy
1,309
+279
+27% +$81.5K 0.07% 192
2021
Q4 		$370K Buy
+1,030
New +$354K 0.07% 195
2021
Q3 		– Sell
-825
Closed -$253K – 280
2021
Q2 		$253K Sell
825
-54
-6% -$15.1K 0.05% 252
2021
Q1 		$217K Buy
879
+108
+14% +$27.2K 0.05% 241
2020
Q4 		$210K Sell
771
-246
-24% -$61.1K 0.05% 220
2020
Q3 		$241K Sell
1,017
-678
-40% -$152K 0.08% 144
2020
Q2 		$339K Buy
1,695
+336
+25% +$60.2K 0.11% 123
2020
Q1 		$224K Buy
+1,359
New +$249K 0.08% 117

Other funds holding ISRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Founders Financial Securities's ISRG Position: Q3 2026 in Review

Founders Financial Securities increased its Intuitive Surgical (ISRG) stake by 0.52% in Q3 2026, buying an estimated $5.34K and bringing the position to 2,686 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #298.

Founders Financial Securities first reported a position in ISRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.79M in Q4 2025. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Founders Financial Securities held 2,686 shares of Intuitive Surgical worth $1.09M as of Q3 2026.
  • Founders Financial Securities bought 14 Intuitive Surgical shares in Q3 2026, an estimated $5.34K.
  • Intuitive Surgical made up 0.05% of Founders Financial Securities's portfolio in Q3 2026, its #298 holding.
  • Founders Financial Securities first reported a position in Intuitive Surgical in Q1 2020 and has held it in 26 quarters since.
  • Founders Financial Securities's Intuitive Surgical position peaked at $1.79M in Q4 2025.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.