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GoalVest Advisory’s Intuitive Surgical ISRG Stock Holding History

GoalVest Advisory’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 		$54.5K Buy
134
+21
+19% +$8.02K 0.01% 217
2026
Q2 		$44.9K Sell
113
-70
-38% -$30.6K 0.01% 220
2026
Q1 		$84.4K Hold
183
– – 0.02% 184
2025
Q4 		$104K Buy
183
+59
+48% +$31.4K 0.02% 184
2025
Q3 		$55.5K Sell
124
-3,040
-96% -$1.46M 0.01% 212
2025
Q2 		$1.72M Buy
3,164
+201
+7% +$105K 0.43% 39
2025
Q1 		$1.47M Buy
2,963
+2,840
+2,309% +$1.57M 0.4% 51
2024
Q4 		$64.2K Hold
123
– – 0.02% 172
2024
Q3 		$60.4K Hold
123
– – 0.02% 175
2024
Q2 		$54.7K Sell
123
-11
-8% -$4.38K 0.02% 170
2024
Q1 		$53.5K Buy
134
+11
+9% +$4.16K 0.02% 192
2023
Q4 		$41.5K Hold
123
– – 0.02% 151
2023
Q3 		$36K Hold
123
– – 0.02% 167
2023
Q2 		$42.1K Hold
123
– – 0.02% 151
2023
Q1 		$31.4K Hold
123
– – 0.02% 140
2022
Q4 		$32.6K Hold
123
– – 0.02% 127
2022
Q3 		$23K Sell
123
-7
-5% -$1.5K 0.02% 147
2022
Q2 		$27K Sell
130
-1,647
-93% -$386K 0.02% 201
2022
Q1 		$536K Buy
+1,777
New +$519K 0.3% 84
2021
Q2 		$719K Sell
2,346
-687
-23% -$193K 0.45% 62
2021
Q1 		$747K Buy
3,033
+381
+14% +$95.9K 0.56% 61
2020
Q4 		$723K Buy
+2,652
New +$658K 0.61% 52

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

GoalVest Advisory's ISRG Position: Q3 2026 in Review

GoalVest Advisory increased its Intuitive Surgical (ISRG) stake by 19% in Q3 2026, buying an estimated $8.02K and bringing the position to 134 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #217.

GoalVest Advisory first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.72M in Q2 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • GoalVest Advisory held 134 shares of Intuitive Surgical worth $54.5K as of Q3 2026.
  • GoalVest Advisory bought 21 Intuitive Surgical shares in Q3 2026, an estimated $8.02K.
  • Intuitive Surgical made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #217 holding.
  • GoalVest Advisory first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Intuitive Surgical position peaked at $1.72M in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.