Frank Rimerman Advisors
ISRG icon

Frank Rimerman Advisors’s Intuitive Surgical ISRG Stock Holding History

Frank Rimerman 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 		$3.33M Sell
8,198
-23
-0.3% -$8.78K 0.18% 82
2026
Q2 		$3.27M Sell
8,221
-383
-4% -$167K 0.19% 88
2026
Q1 		$3.97M Buy
8,604
+26
+0.3% +$13.2K 0.26% 64
2025
Q4 		$4.86M Sell
8,578
-679
-7% -$361K 0.31% 52
2025
Q3 		$4.14M Sell
9,257
-1,671
-15% -$802K 0.27% 59
2025
Q2 		$5.94M Buy
10,928
+16
+0.1% +$8.37K 0.4% 40
2025
Q1 		$5.4M Buy
10,912
+22
+0.2% +$12.2K 0.43% 36
2024
Q4 		$5.68M Buy
10,890
+60
+0.6% +$31.3K 0.41% 33
2024
Q3 		$5.32M Buy
10,830
+1,580
+17% +$736K 0.38% 38
2024
Q2 		$4.11M Buy
9,250
+5,359
+138% +$2.13M 0.29% 48
2024
Q1 		$1.55M Hold
3,891
– – 0.3% 41
2023
Q4 		$1.31M Hold
3,891
– – 0.27% 42
2023
Q3 		$1.14M Hold
3,891
– – 0.28% 42
2023
Q2 		$1.33M Hold
3,891
– – 0.32% 38
2023
Q1 		$994K Hold
3,891
– – 0.27% 43
2022
Q4 		$1.03M Hold
3,891
– – 0.32% 37
2022
Q3 		$729K Hold
3,891
– – 0.26% 48
2022
Q2 		$781K Hold
3,891
– – 0.3% 42
2022
Q1 		$1.17M Hold
3,891
– – 0.38% 36
2021
Q4 		$1.4M Hold
3,891
– – 0.47% 29
2021
Q3 		$1.29M Sell
3,891
-45
-1% -$15.1K 0.5% 27
2021
Q2 		$1.21M Hold
3,936
– – 0.47% 29
2021
Q1 		$969K Hold
3,936
– – 0.43% 28
2020
Q4 		$1.07M Buy
+3,936
New +$977K 0.49% 29

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

Frank Rimerman Advisors's ISRG Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Intuitive Surgical (ISRG) stake by 0.28% in Q3 2026, selling an estimated $8.78K and leaving 8,198 shares worth $3.33M. The position accounts for 0.18% of the portfolio, ranked #82.

Frank Rimerman Advisors first reported a position in ISRG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.94M in Q2 2025. 1,427 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Frank Rimerman Advisors held 8,198 shares of Intuitive Surgical worth $3.33M as of Q3 2026.
  • Frank Rimerman Advisors sold 23 Intuitive Surgical shares in Q3 2026, an estimated $8.78K.
  • Intuitive Surgical made up 0.18% of Frank Rimerman Advisors's portfolio in Q3 2026, its #82 holding.
  • Frank Rimerman Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 24 quarters since.
  • Frank Rimerman Advisors's Intuitive Surgical position peaked at $5.94M in Q2 2025.
  • 1,427 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.