Grant Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Grant Private Wealth 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	$949K	Sell	2,334 -1,367	-37%	-$522K	0.43%	56
2026 Q2	$1.47M	Sell	3,701 -43	-1%	-$18.8K	0.62%	32
2026 Q1	$1.73M	Buy	3,744 +315	+9%	+$159K	0.92%	19
2025 Q4	$1.94M	Sell	3,429 -223	-6%	-$119K	1.17%	16
2025 Q3	$1.63M	Buy	+3,652	New	+$1.75M	1.01%	25
2025 Q2	–	Sell	-3,953	Closed	-$1.95M	–	104
2025 Q1	$1.95M	Buy	3,953 +503	+15%	+$278K	2.1%	11
2024 Q4	$1.8M	Buy	+3,450	New	+$1.8M	1.94%	12

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Grant Private Wealth Management's ISRG Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Intuitive Surgical (ISRG) stake by 37% in Q3 2026, selling an estimated $522K and leaving 2,334 shares worth $949K. The position accounts for 0.43% of the portfolio, ranked #56.

Grant Private Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q1 2025. 1,379 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Grant Private Wealth Management held 2,334 shares of Intuitive Surgical worth $949K as of Q3 2026.
Grant Private Wealth Management sold 1,367 Intuitive Surgical shares in Q3 2026, an estimated $522K.
Intuitive Surgical made up 0.43% of Grant Private Wealth Management's portfolio in Q3 2026, its #56 holding.
Grant Private Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Intuitive Surgical position peaked at $1.95M in Q1 2025.
1,379 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.