Klingman & Associates’s Intuitive Surgical ISRG Stock Holding History

Klingman & Associates’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	$908K	Buy	2,233 +568	+34%	+$217K	0.04%	160
2026 Q2	$662K	Buy	1,665 +457	+38%	+$200K	0.03%	173
2026 Q1	$557K	Sell	1,208 -14	-1%	-$7.08K	0.03%	183
2025 Q4	$692K	Buy	1,222 +71	+6%	+$37.8K	0.03%	157
2025 Q3	$515K	Buy	1,151 +58	+5%	+$27.8K	0.03%	186
2025 Q2	$594K	Buy	1,093 +254	+30%	+$133K	0.03%	154
2025 Q1	$416K	Buy	839 +59	+8%	+$32.6K	0.03%	179
2024 Q4	$407K	Buy	780 +55	+8%	+$28.6K	0.03%	173
2024 Q3	$356K	Buy	725 +44	+6%	+$20.5K	0.02%	199
2024 Q2	$303K	Buy	681 +173	+34%	+$68.9K	0.02%	189
2024 Q1	$203K	Buy	+508	New	+$192K	0.01%	231

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Klingman & Associates's ISRG Position: Q3 2026 in Review

Klingman & Associates increased its Intuitive Surgical (ISRG) stake by 34% in Q3 2026, buying an estimated $217K and bringing the position to 2,233 shares worth $908K. The position accounts for 0.04% of the portfolio, ranked #160.

Klingman & Associates first reported a position in ISRG in Q1 2024 and has held it in 11 quarters since. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Klingman & Associates held 2,233 shares of Intuitive Surgical worth $908K as of Q3 2026.
Klingman & Associates bought 568 Intuitive Surgical shares in Q3 2026, an estimated $217K.
Intuitive Surgical made up 0.04% of Klingman & Associates's portfolio in Q3 2026, its #160 holding.
Klingman & Associates first reported a position in Intuitive Surgical in Q1 2024 and has held it in 11 quarters since.
470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.