IFG Advisory’s Intuitive Surgical ISRG Stock Holding History

IFG 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	$222K	Sell	546 -16	-3%	-$6.11K	0.01%	853
2026 Q2	$223K	Buy	+562	New	+$246K	0.01%	836
2026 Q1	–	Sell	-545	Closed	-$309K	–	614
2025 Q4	$309K	Buy	545 +3	+0.6%	+$1.6K	0.01%	631
2025 Q3	$242K	Sell	542 -2	-0.4%	-$960	0.01%	695
2025 Q2	$296K	Buy	544 +9	+2%	+$4.71K	0.01%	612
2025 Q1	$265K	Sell	535 -60	-10%	-$33.2K	0.01%	595
2024 Q4	$311K	Buy	+595	New	+$310K	0.02%	535
2024 Q3	–	Sell	-728	Closed	-$324K	–	502
2024 Q2	$324K	Buy	+728	New	+$290K	0.02%	495
2024 Q1	–	Sell	-982	Closed	-$331K	–	474
2023 Q4	$331K	Buy	+982	New	+$293K	0.02%	458
2022 Q2	–	Sell	-666	Closed	-$200K	–	496
2022 Q1	$200K	Sell	666 -5	-0.7%	-$1.46K	0.02%	474
2021 Q4	$241K	Sell	671 -73	-10%	-$25.1K	0.02%	442
2021 Q3	$246K	Buy	744 +45	+6%	+$15.1K	0.03%	428
2021 Q2	$214K	Buy	+699	New	+$196K	0.02%	448
2020 Q4	–	Sell	-882	Closed	-$208K	–	452
2020 Q3	$208K	Buy	+882	New	+$198K	0.03%	392
2020 Q1	–	Sell	-1,344	Closed	-$264K	–	391
2019 Q4	$264K	Sell	1,344 -276	-17%	-$51.7K	0.05%	339
2019 Q3	$291K	Sell	1,620 -102	-6%	-$17.6K	0.06%	311
2019 Q2	$301K	Buy	1,722 +375	+28%	+$64.3K	0.05%	274
2019 Q1	$256K	Buy	+1,347	New	+$239K	0.05%	287

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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFG Advisory's ISRG Position: Q3 2026 in Review

IFG Advisory reduced its Intuitive Surgical (ISRG) stake by 2.8% in Q3 2026, selling an estimated $6.11K and leaving 546 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #853.

IFG Advisory first reported a position in ISRG in Q1 2019 and has held it in 18 quarters since. The position peaked at $331K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

IFG Advisory held 546 shares of Intuitive Surgical worth $222K as of Q3 2026.
IFG Advisory sold 16 Intuitive Surgical shares in Q3 2026, an estimated $6.11K.
Intuitive Surgical made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #853 holding.
IFG Advisory first reported a position in Intuitive Surgical in Q1 2019 and has held it in 18 quarters since.
IFG Advisory's Intuitive Surgical position peaked at $331K in Q4 2023.
1,343 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.