M.E. Allison & Co
ISRG icon

M.E. Allison & Co’s Intuitive Surgical ISRG Stock Holding History

M.E. Allison & Co’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 		$311K Hold
765
– – 0.17% 146
2026
Q2 		$304K Sell
765
-45
-6% -$19.7K 0.18% 146
2026
Q1 		$373K Sell
810
-50
-6% -$25.3K 0.25% 110
2025
Q4 		$487K Hold
860
– – 0.33% 80
2025
Q3 		$385K Hold
860
– – 0.27% 99
2025
Q2 		$467K Hold
860
– – 0.38% 67
2025
Q1 		$426K Hold
860
– – 0.42% 70
2024
Q4 		$449K Buy
+860
New +$448K 0.49% 54

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

M.E. Allison & Co's ISRG Position: Q3 2026 in Review

M.E. Allison & Co held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 765 shares worth $311K. The position accounts for 0.17% of the portfolio, ranked #146.

M.E. Allison & Co first reported a position in ISRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $487K in Q4 2025. 444 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • M.E. Allison & Co held 765 shares of Intuitive Surgical worth $311K as of Q3 2026.
  • M.E. Allison & Co left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up 0.17% of M.E. Allison & Co's portfolio in Q3 2026, its #146 holding.
  • M.E. Allison & Co first reported a position in Intuitive Surgical in Q4 2024 and has held it in 8 quarters since.
  • M.E. Allison & Co's Intuitive Surgical position peaked at $487K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.