Merit Financial Group
ISRG icon

Merit Financial Group’s Intuitive Surgical ISRG Stock Holding History

Merit Financial Group’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 		$5.8M Buy
14,263
+3,551
+33% +$1.36M 0.03% 427
2026
Q2 		$4.26M Buy
10,712
+202
+2% +$88.3K 0.03% 481
2026
Q1 		$4.84M Buy
10,510
+782
+8% +$396K 0.04% 396
2025
Q4 		$5.51M Buy
9,728
+1,206
+14% +$642K 0.04% 341
2025
Q3 		$3.81M Sell
8,522
-364
-4% -$175K 0.04% 376
2025
Q2 		$4.83M Buy
8,886
+1,075
+14% +$562K 0.05% 286
2025
Q1 		$3.87M Buy
7,811
+1,147
+17% +$634K 0.06% 271
2024
Q4 		$3.48M Buy
6,664
+2,213
+50% +$1.15M 0.06% 243
2024
Q3 		$2.19M Sell
4,451
-106
-2% -$49.3K 0.05% 263
2024
Q2 		$2.03M Buy
4,557
+137
+3% +$54.6K 0.04% 264
2024
Q1 		$1.69M Buy
4,420
+3,275
+286% +$1.24M 0.04% 290
2023
Q4 		$386K Sell
1,145
-2,498
-69% -$745K 0.01% 550
2023
Q3 		$1.06M Buy
3,643
+208
+6% +$65K 0.03% 308
2023
Q2 		$1.17M Buy
3,435
+338
+11% +$102K 0.04% 309
2023
Q1 		$791K Buy
3,097
+445
+17% +$110K 0.03% 321
2022
Q4 		$704K Buy
2,652
+84
+3% +$20.5K 0.03% 357
2022
Q3 		$481K Sell
2,568
-32
-1% -$6.87K 0.02% 363
2022
Q2 		$522K Buy
+2,600
New +$610K 0.02% 353
2020
Q2 		– Sell
-2,859
Closed -$472K – 229
2020
Q1 		$472K Buy
2,859
+522
+22% +$95.6K 0.05% 128
2019
Q4 		$461K Buy
2,337
+189
+9% +$35.4K 0.04% 150
2019
Q3 		$387K Sell
2,148
-75
-3% -$13K 0.04% 104
2019
Q2 		$388K Buy
2,223
+42
+2% +$7.2K 0.05% 85
2019
Q1 		$414K Buy
2,181
+204
+10% +$36.3K 0.05% 72
2018
Q4 		$315K Sell
1,977
-351
-15% -$59.5K 0.05% 79
2018
Q3 		$445K Buy
+2,328
New +$413K 0.07% 60

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

Merit Financial Group's ISRG Position: Q3 2026 in Review

Merit Financial Group increased its Intuitive Surgical (ISRG) stake by 33% in Q3 2026, buying an estimated $1.36M and bringing the position to 14,263 shares worth $5.8M. The position accounts for 0.03% of the portfolio, ranked #427.

Merit Financial Group first reported a position in ISRG in Q3 2018 and has held it in 25 quarters since. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Merit Financial Group held 14,263 shares of Intuitive Surgical worth $5.8M as of Q3 2026.
  • Merit Financial Group bought 3,551 Intuitive Surgical shares in Q3 2026, an estimated $1.36M.
  • Intuitive Surgical made up 0.03% of Merit Financial Group's portfolio in Q3 2026, its #427 holding.
  • Merit Financial Group first reported a position in Intuitive Surgical in Q3 2018 and has held it in 25 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.