Francis Financial
ISRG icon

Francis Financial’s Intuitive Surgical ISRG Stock Holding History

Francis Financial’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 		$255K Sell
628
-76
-11% -$29K 0.04% 120
2026
Q2 		$280K Sell
704
-83
-11% -$36.3K 0.05% 106
2026
Q1 		$363K Sell
787
-12
-2% -$6.07K 0.07% 75
2025
Q4 		$453K Buy
799
+43
+6% +$22.9K 0.09% 68
2025
Q3 		$361K Buy
+756
New +$363K 0.06% 90

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Francis Financial's ISRG Position: Q3 2026 in Review

Francis Financial reduced its Intuitive Surgical (ISRG) stake by 11% in Q3 2026, selling an estimated $29K and leaving 628 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #120.

Francis Financial first reported a position in ISRG in Q3 2025 and has held it in 5 quarters since. The position peaked at $453K in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Francis Financial held 628 shares of Intuitive Surgical worth $255K as of Q3 2026.
  • Francis Financial sold 76 Intuitive Surgical shares in Q3 2026, an estimated $29K.
  • Intuitive Surgical made up 0.04% of Francis Financial's portfolio in Q3 2026, its #120 holding.
  • Francis Financial first reported a position in Intuitive Surgical in Q3 2025 and has held it in 5 quarters since.
  • Francis Financial's Intuitive Surgical position peaked at $453K in Q4 2025.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.