Kathmere Capital Management’s Intuitive Surgical ISRG Stock Holding History

Kathmere Capital 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	$358K	Buy	881 +273	+45%	+$104K	0.02%	509
2026 Q2	$242K	Buy	608 +3	+0.5%	+$1.31K	0.01%	582
2026 Q1	$279K	Buy	605 +42	+7%	+$21.2K	0.02%	487
2025 Q4	$319K	Buy	+563	New	+$300K	0.02%	408
2025 Q3	–	Sell	-373	Closed	-$203K	–	538
2025 Q2	$203K	Buy	+373	New	+$195K	0.02%	457
2021 Q1	–	Sell	-9	Closed	-$2K	–	272
2020 Q4	$2K	Buy	+9	New	+$2.24K	﹤0.01%	386

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

Kathmere Capital Management's ISRG Position: Q3 2026 in Review

Kathmere Capital Management increased its Intuitive Surgical (ISRG) stake by 45% in Q3 2026, buying an estimated $104K and bringing the position to 881 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #509.

Kathmere Capital Management first reported a position in ISRG in Q4 2020 and has held it in 6 quarters since. 1,337 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Kathmere Capital Management held 881 shares of Intuitive Surgical worth $358K as of Q3 2026.
Kathmere Capital Management bought 273 Intuitive Surgical shares in Q3 2026, an estimated $104K.
Intuitive Surgical made up 0.02% of Kathmere Capital Management's portfolio in Q3 2026, its #509 holding.
Kathmere Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 6 quarters since.
1,337 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.