Integrated Advisors Network
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Integrated Advisors Network’s Intuitive Surgical ISRG Stock Holding History

Integrated Advisors Network’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 		$694K Sell
1,706
-306
-15% -$117K 0.03% 398
2026
Q2 		$800K Buy
2,012
+211
+12% +$92.2K 0.04% 376
2026
Q1 		$830K Sell
1,801
-111
-6% -$56.2K 0.04% 349
2025
Q4 		$1.08M Buy
1,912
+135
+8% +$71.9K 0.05% 329
2025
Q3 		$795K Sell
1,777
-71
-4% -$34.1K 0.03% 409
2025
Q2 		$1M Buy
1,848
+81
+5% +$42.4K 0.05% 351
2025
Q1 		$875K Sell
1,767
-231
-12% -$128K 0.04% 340
2024
Q4 		$1.04M Buy
1,998
+245
+14% +$128K 0.05% 298
2024
Q3 		$861K Buy
1,753
+214
+14% +$100K 0.04% 351
2024
Q2 		$685K Sell
1,539
-61
-4% -$24.3K 0.04% 378
2024
Q1 		$639K Buy
1,600
+2
+0.1% +$756 0.03% 403
2023
Q4 		$539K Buy
1,598
+95
+6% +$28.3K 0.03% 412
2023
Q3 		$439K Buy
1,503
+22
+1% +$6.87K 0.03% 455
2023
Q2 		$506K Buy
1,481
+70
+5% +$21.2K 0.03% 433
2023
Q1 		$360K Sell
1,411
-133
-9% -$32.8K 0.02% 507
2022
Q4 		$410K Buy
1,544
+134
+10% +$32.7K 0.03% 456
2022
Q3 		$264K Buy
1,410
+392
+39% +$84.2K 0.02% 533
2022
Q2 		$204K Sell
1,018
-300
-23% -$70.4K 0.01% 617
2022
Q1 		$398K Buy
1,318
+348
+36% +$102K 0.02% 486
2021
Q4 		$348K Buy
970
+124
+15% +$42.7K 0.02% 495
2021
Q3 		$280K Buy
846
+18
+2% +$6.04K 0.02% 530
2021
Q2 		$254K Buy
+828
New +$232K 0.02% 513

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Integrated Advisors Network's ISRG Position: Q3 2026 in Review

Integrated Advisors Network reduced its Intuitive Surgical (ISRG) stake by 15% in Q3 2026, selling an estimated $117K and leaving 1,706 shares worth $694K. The position accounts for 0.03% of the portfolio, ranked #398.

Integrated Advisors Network first reported a position in ISRG in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Integrated Advisors Network held 1,706 shares of Intuitive Surgical worth $694K as of Q3 2026.
  • Integrated Advisors Network sold 306 Intuitive Surgical shares in Q3 2026, an estimated $117K.
  • Intuitive Surgical made up 0.03% of Integrated Advisors Network's portfolio in Q3 2026, its #398 holding.
  • Integrated Advisors Network first reported a position in Intuitive Surgical in Q2 2021 and has held it in 22 quarters since.
  • Integrated Advisors Network's Intuitive Surgical position peaked at $1.08M in Q4 2025.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.