High Point Wealth Management
ISRG icon

High Point Wealth Management’s Intuitive Surgical ISRG Stock Holding History

High Point 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 		$58.6K Hold
144
– – 0.05% 140
2026
Q2 		$57.3K Hold
144
– – 0.05% 131
2026
Q1 		$66.4K Hold
144
– – 0.06% 119
2025
Q4 		$81.6K Buy
+144
New +$76.7K 0.08% 121

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

High Point Wealth Management's ISRG Position: Q3 2026 in Review

High Point Wealth Management held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 144 shares worth $58.6K. The position accounts for 0.05% of the portfolio, ranked #140.

High Point Wealth Management first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $81.6K in Q4 2025. 1,663 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • High Point Wealth Management held 144 shares of Intuitive Surgical worth $58.6K as of Q3 2026.
  • High Point Wealth Management left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up 0.05% of High Point Wealth Management's portfolio in Q3 2026, its #140 holding.
  • High Point Wealth Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Intuitive Surgical position peaked at $81.6K in Q4 2025.
  • 1,663 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.