Kestra Private Wealth Services
ISRG icon

Kestra Private Wealth Services’s Intuitive Surgical ISRG Stock Holding History

Kestra Private Wealth 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 		$21M Buy
51,725
+556
+1% +$212K 0.22% 96
2026
Q2 		$20.3M Buy
51,169
+167
+0.3% +$73K 0.22% 100
2026
Q1 		$23.5M Buy
51,002
+563
+1% +$285K 0.29% 71
2025
Q4 		$28.6M Buy
50,439
+645
+1% +$343K 0.35% 50
2025
Q3 		$22.3M Buy
49,794
+615
+1% +$295K 0.29% 70
2025
Q2 		$26.7M Buy
49,179
+2,413
+5% +$1.26M 0.38% 45
2025
Q1 		$23.2M Buy
46,766
+1,248
+3% +$690K 0.39% 46
2024
Q4 		$23.8M Buy
45,518
+3,809
+9% +$1.98M 0.4% 45
2024
Q3 		$20.5M Buy
41,709
+5,716
+16% +$2.66M 0.38% 51
2024
Q2 		$16M Buy
35,993
+27,620
+330% +$11M 0.32% 65
2024
Q1 		$3.34M Buy
8,373
+4,233
+102% +$1.6M 0.08% 268
2023
Q4 		$1.4M Buy
4,140
+373
+10% +$111K 0.04% 435
2023
Q3 		$1.1M Buy
3,767
+395
+12% +$123K 0.03% 438
2023
Q2 		$1.15M Buy
3,372
+175
+5% +$52.9K 0.04% 405
2023
Q1 		$817K Buy
3,197
+365
+13% +$89.9K 0.03% 465
2022
Q4 		$751K Buy
2,832
+876
+45% +$214K 0.04% 426
2022
Q3 		$367K Buy
1,956
+539
+38% +$116K 0.02% 583
2022
Q2 		$284K Buy
1,417
+151
+12% +$35.4K 0.02% 672
2022
Q1 		$382K Sell
1,266
-65
-5% -$19K 0.02% 667
2021
Q4 		$478K Buy
1,331
+194
+17% +$66.7K 0.02% 610
2021
Q3 		$377K Buy
1,137
+48
+4% +$16.1K 0.02% 625
2021
Q2 		$334K Sell
1,089
-3
-0.3% -$842 0.02% 636
2021
Q1 		$269K Buy
+1,092
New +$275K 0.02% 636

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Kestra Private Wealth Services's ISRG Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Intuitive Surgical (ISRG) stake by 1.1% in Q3 2026, buying an estimated $212K and bringing the position to 51,725 shares worth $21M. The position accounts for 0.22% of the portfolio, ranked #96.

Kestra Private Wealth Services first reported a position in ISRG in Q1 2021 and has held it in 23 quarters since. The position peaked at $28.6M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Kestra Private Wealth Services held 51,725 shares of Intuitive Surgical worth $21M as of Q3 2026.
  • Kestra Private Wealth Services bought 556 Intuitive Surgical shares in Q3 2026, an estimated $212K.
  • Intuitive Surgical made up 0.22% of Kestra Private Wealth Services's portfolio in Q3 2026, its #96 holding.
  • Kestra Private Wealth Services first reported a position in Intuitive Surgical in Q1 2021 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Intuitive Surgical position peaked at $28.6M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.