Great Diamond Partners
ISRG icon

Great Diamond Partners’s Intuitive Surgical ISRG Stock Holding History

Great Diamond Partners’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 		$335K Buy
823
+243
+42% +$92.8K 0.06% 206
2026
Q2 		$231K Sell
580
-46
-7% -$20.1K 0.04% 227
2026
Q1 		$289K Sell
626
-48
-7% -$24.3K 0.06% 199
2025
Q4 		$382K Buy
674
+8
+1% +$4.26K 0.07% 177
2025
Q3 		$298K Sell
666
-77
-10% -$37K 0.06% 189
2025
Q2 		$404K Buy
743
+60
+9% +$31.4K 0.09% 161
2025
Q1 		$338K Sell
683
-18
-3% -$10K 0.09% 134
2024
Q4 		$366K Sell
701
-5
-0.7% -$2.6K 0.09% 129
2024
Q3 		$347K Sell
706
-386
-35% -$180K 0.09% 137
2024
Q2 		$486K Sell
1,092
-14
-1% -$5.58K 0.11% 131
2024
Q1 		$441K Sell
1,106
-9
-0.8% -$3.4K 0.1% 140
2023
Q4 		$376K Sell
1,115
-38
-3% -$11.3K 0.09% 155
2023
Q3 		$337K Sell
1,153
-7
-0.6% -$2.19K 0.09% 162
2023
Q2 		$397K Buy
1,160
+44
+4% +$13.3K 0.1% 147
2023
Q1 		$285K Sell
1,116
-103
-8% -$25.4K 0.08% 175
2022
Q4 		$323K Buy
1,219
+14
+1% +$3.41K 0.1% 151
2022
Q3 		$225K Buy
1,205
+54
+5% +$11.6K 0.08% 185
2022
Q2 		$231K Buy
1,151
+206
+22% +$48.3K 0.08% 189
2022
Q1 		$285K Sell
945
-114
-11% -$33.3K 0.08% 179
2021
Q4 		$380K Buy
1,059
+54
+5% +$18.6K 0.1% 160
2021
Q3 		$333K Sell
1,005
-9
-0.9% -$3.02K 0.09% 157
2021
Q2 		$310K Buy
1,014
+129
+15% +$36.2K 0.09% 151
2021
Q1 		$217K Sell
885
-33
-4% -$8.3K 0.07% 188
2020
Q4 		$250K Sell
918
-39
-4% -$9.7K 0.08% 157
2020
Q3 		$226K Buy
+957
New +$215K 0.08% 150

Other funds holding ISRG

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Great Diamond Partners's ISRG Position: Q3 2026 in Review

Great Diamond Partners increased its Intuitive Surgical (ISRG) stake by 42% in Q3 2026, buying an estimated $92.8K and bringing the position to 823 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #206.

Great Diamond Partners first reported a position in ISRG in Q3 2020 and has held it in 25 quarters since. The position peaked at $486K in Q2 2024. 1,764 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Great Diamond Partners held 823 shares of Intuitive Surgical worth $335K as of Q3 2026.
  • Great Diamond Partners bought 243 Intuitive Surgical shares in Q3 2026, an estimated $92.8K.
  • Intuitive Surgical made up 0.06% of Great Diamond Partners's portfolio in Q3 2026, its #206 holding.
  • Great Diamond Partners first reported a position in Intuitive Surgical in Q3 2020 and has held it in 25 quarters since.
  • Great Diamond Partners's Intuitive Surgical position peaked at $486K in Q2 2024.
  • 1,764 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.