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Matthew Hamilton Rosenberg’s Intuitive Surgical ISRG Stock Holding History

Matthew Hamilton Rosenberg’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 		$207K Buy
510
+60
+13% +$22.9K 0.04% 223
2026
Q2 		$179K Buy
450
+167
+59% +$73K 0.03% 254
2026
Q1 		$130K Hold
283
– – 0.03% 281
2025
Q4 		$160K Hold
283
– – 0.03% 247
2025
Q3 		$127K Sell
283
-37
-12% -$17.8K 0.03% 280
2025
Q2 		$174K Sell
320
-1
-0.3% -$523 0.04% 226
2025
Q1 		$159K Sell
321
-24
-7% -$13.3K 0.04% 226
2024
Q4 		$180K Hold
345
– – 0.05% 203
2024
Q3 		$169K Buy
345
+16
+5% +$7.45K 0.04% 213
2024
Q2 		$144K Sell
329
-16
-5% -$6.37K 0.04% 230
2024
Q1 		$136K Hold
345
– – 0.04% 256
2023
Q4 		$116K Buy
345
+62
+22% +$18.5K 0.04% 278
2023
Q3 		$82.7K Hold
283
– – 0.03% 329
2023
Q2 		$96.8K Buy
283
+1
+0.4% +$303 0.03% 301
2023
Q1 		$72K Hold
282
– – 0.02% 382
2022
Q4 		$74.8K Hold
282
– – 0.03% 364
2022
Q3 		$53K Buy
282
+11
+4% +$2.36K 0.02% 424
2022
Q2 		$56K Sell
271
-32
-11% -$7.51K 0.02% 420
2022
Q1 		$91K Buy
303
+48
+19% +$14K 0.03% 327
2021
Q4 		$92K Hold
255
– – 0.03% 315
2021
Q3 		$85K Hold
255
– – 0.03% 311
2021
Q2 		$78K Hold
255
– – 0.04% 300
2021
Q1 		$63K Hold
255
– – 0.04% 320
2020
Q4 		$70K Hold
255
– – 0.04% 284
2020
Q3 		$60K Hold
255
– – 0.04% 286
2020
Q2 		$48K Hold
255
– – 0.04% 312
2020
Q1 		$43K Buy
+255
New +$46.7K 0.04% 279

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

Matthew Hamilton Rosenberg's ISRG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Intuitive Surgical (ISRG) stake by 13% in Q3 2026, buying an estimated $22.9K and bringing the position to 510 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #223.

Matthew Hamilton Rosenberg first reported a position in ISRG in Q1 2020 and has held it in 27 quarters since. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 510 shares of Intuitive Surgical worth $207K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 60 Intuitive Surgical shares in Q3 2026, an estimated $22.9K.
  • Intuitive Surgical made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #223 holding.
  • Matthew Hamilton Rosenberg first reported a position in Intuitive Surgical in Q1 2020 and has held it in 27 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.