James Hambro & Partners
ISRG icon

James Hambro & Partners’s Intuitive Surgical ISRG Stock Holding History

James Hambro & 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 		$97M Sell
238,649
-185
-0.1% -$70.6K 3.38% 14
2026
Q2 		$95M Buy
238,834
+5,585
+2% +$2.44M 3.43% 14
2026
Q1 		$108M Sell
233,249
-5,817
-2% -$2.94M 4.22% 12
2025
Q4 		$135M Buy
239,066
+2,521
+1% +$1.34M 4.84% 9
2025
Q3 		$106M Buy
236,545
+2,898
+1% +$1.39M 3.76% 15
2025
Q2 		$127M Buy
233,647
+9,581
+4% +$5.01M 5.02% 9
2025
Q1 		$111M Sell
224,066
-18,556
-8% -$10.3M 4.63% 13
2024
Q4 		$127M Sell
242,622
-2,187
-0.9% -$1.14M 5% 7
2024
Q3 		$120M Sell
244,809
-4,980
-2% -$2.32M 5.02% 10
2024
Q2 		$111M Buy
249,789
+10,344
+4% +$4.12M 5.16% 9
2024
Q1 		$95.5M Buy
239,445
+3,628
+2% +$1.37M 4.47% 11
2023
Q4 		$79.6M Buy
235,817
+17,844
+8% +$5.32M 4.24% 12
2023
Q3 		$63.7M Buy
217,973
+46,788
+27% +$14.6M 4.13% 12
2023
Q2 		$58.5M Buy
171,185
+5,900
+4% +$1.79M 3.86% 16
2023
Q1 		$42.2M Buy
165,285
+2,094
+1% +$516K 3.09% 17
2022
Q4 		$43.3M Sell
163,191
-1,698
-1% -$414K 3.31% 17
2022
Q3 		$30.9M Sell
164,889
-45,655
-22% -$9.8M 2.7% 17
2022
Q2 		$42.3M Buy
210,544
+7,123
+4% +$1.67M 3.52% 15
2022
Q1 		$61.4M Sell
203,421
-562
-0.3% -$164K 4.36% 12
2021
Q4 		$73.3M Buy
203,983
+9,739
+5% +$3.35M 4.97% 10
2021
Q3 		$64.3M Buy
194,244
+8,646
+5% +$2.9M 4.8% 10
2021
Q2 		$56.9M Buy
185,598
+102,342
+123% +$28.7M 4.51% 12
2021
Q1 		$20.5M Buy
83,256
+66,258
+390% +$16.7M 1.9% 18
2020
Q4 		$4.63M Buy
16,998
+10,263
+152% +$2.55M 0.52% 24
2020
Q3 		$1.59M Buy
6,735
+2,007
+42% +$451K 0.22% 26
2020
Q2 		$898K Buy
4,728
+852
+22% +$153K 0.14% 31
2020
Q1 		$641K Buy
3,876
+777
+25% +$142K 0.13% 30
2019
Q4 		$610K Buy
+3,099
New +$580K 0.1% 32

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

James Hambro & Partners's ISRG Position: Q3 2026 in Review

James Hambro & Partners reduced its Intuitive Surgical (ISRG) stake by 0.08% in Q3 2026, selling an estimated $70.6K and leaving 238,649 shares worth $97M. The position accounts for 3.38% of the portfolio, ranked #14.

James Hambro & Partners first reported a position in ISRG in Q4 2019 and has held it in 28 quarters since. The position peaked at $135M in Q4 2025. 875 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • James Hambro & Partners held 238,649 shares of Intuitive Surgical worth $97M as of Q3 2026.
  • James Hambro & Partners sold 185 Intuitive Surgical shares in Q3 2026, an estimated $70.6K.
  • Intuitive Surgical made up 3.38% of James Hambro & Partners's portfolio in Q3 2026, its #14 holding.
  • James Hambro & Partners first reported a position in Intuitive Surgical in Q4 2019 and has held it in 28 quarters since.
  • James Hambro & Partners's Intuitive Surgical position peaked at $135M in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.