Kestra Advisory Services
ISRG icon

Kestra Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Kestra Advisory Services’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 		$10.9M Buy
26,902
+2,703
+11% +$1.03M 0.03% 537
2026
Q2 		$9.6M Buy
24,199
+635
+3% +$277K 0.03% 533
2026
Q1 		$10.9M Buy
23,564
+561
+2% +$284K 0.04% 442
2025
Q4 		$13M Buy
23,003
+3,742
+19% +$1.99M 0.05% 345
2025
Q3 		$8.61M Buy
19,261
+1,295
+7% +$621K 0.04% 447
2025
Q2 		$9.8M Buy
17,966
+3,755
+26% +$1.96M 0.05% 382
2025
Q1 		$7.04M Sell
14,211
-1,424
-9% -$788K 0.03% 453
2024
Q4 		$8.16M Buy
15,635
+880
+6% +$458K 0.04% 410
2024
Q3 		$7.25M Sell
14,755
-896
-6% -$417K 0.04% 466
2024
Q2 		$6.96M Buy
15,651
+991
+7% +$395K 0.04% 480
2024
Q1 		$5.85M Buy
14,660
+1,220
+9% +$461K 0.04% 475
2023
Q4 		$4.53M Buy
13,440
+530
+4% +$158K 0.04% 488
2023
Q3 		$3.77M Buy
12,910
+563
+5% +$176K 0.04% 469
2023
Q2 		$4.22M Sell
12,347
-725
-6% -$219K 0.04% 425
2023
Q1 		$3.34M Sell
13,072
-9,503
-42% -$2.34M 0.04% 474
2022
Q4 		$5.99M Buy
22,575
+5,776
+34% +$1.41M 0.05% 373
2022
Q3 		$3.15M Sell
16,799
-1,684
-9% -$362K 0.03% 505
2022
Q2 		$3.71M Buy
18,483
+2,723
+17% +$639K 0.04% 447
2022
Q1 		$4.75M Buy
15,760
+1,385
+10% +$405K 0.05% 384
2021
Q4 		$5.16M Sell
14,375
-520
-3% -$179K 0.05% 367
2021
Q3 		$4.94M Buy
14,895
+693
+5% +$233K 0.05% 393
2021
Q2 		$4.35M Buy
14,202
+930
+7% +$261K 0.05% 394
2021
Q1 		$3.27M Buy
13,272
+1,125
+9% +$283K 0.04% 443
2020
Q4 		$3.3M Buy
12,147
+12,072
+16,096% +$3M 0.04% 435
2020
Q3 		$1.54M Buy
+75
New +$16.8K 0.03% 496

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

Kestra Advisory Services's ISRG Position: Q3 2026 in Review

Kestra Advisory Services increased its Intuitive Surgical (ISRG) stake by 11% in Q3 2026, buying an estimated $1.03M and bringing the position to 26,902 shares worth $10.9M. The position accounts for 0.03% of the portfolio, ranked #537.

Kestra Advisory Services first reported a position in ISRG in Q3 2020 and has held it in 25 quarters since. The position peaked at $13M in Q4 2025. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Kestra Advisory Services held 26,902 shares of Intuitive Surgical worth $10.9M as of Q3 2026.
  • Kestra Advisory Services bought 2,703 Intuitive Surgical shares in Q3 2026, an estimated $1.03M.
  • Intuitive Surgical made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #537 holding.
  • Kestra Advisory Services first reported a position in Intuitive Surgical in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Intuitive Surgical position peaked at $13M in Q4 2025.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.