Meriwether Wealth & Planning’s Intuitive Surgical ISRG Stock Holding History

Meriwether Wealth & Planning’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	$458K	Sell	1,126 -109	-9%	-$41.6K	0.21%	71
2026 Q2	$491K	Sell	1,235 -2	-0.2%	-$874	0.24%	65
2026 Q1	$570K	Buy	1,237 +34	+3%	+$17.2K	0.31%	55
2025 Q4	$681K	Sell	1,203 -1	-0.1%	-$532	0.38%	52
2025 Q3	$538K	Buy	1,204 +59	+5%	+$28.3K	0.31%	59
2025 Q2	$622K	Buy	1,145 +122	+12%	+$63.8K	0.39%	52
2025 Q1	$507K	Sell	1,023 -6	-0.6%	-$3.32K	0.33%	58
2024 Q4	$537K	Buy	+1,029	New	+$536K	0.38%	54

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

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

Meriwether Wealth & Planning's ISRG Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Intuitive Surgical (ISRG) stake by 8.8% in Q3 2026, selling an estimated $41.6K and leaving 1,126 shares worth $458K. The position accounts for 0.21% of the portfolio, ranked #71.

Meriwether Wealth & Planning first reported a position in ISRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $681K in Q4 2025. 492 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Meriwether Wealth & Planning held 1,126 shares of Intuitive Surgical worth $458K as of Q3 2026.
Meriwether Wealth & Planning sold 109 Intuitive Surgical shares in Q3 2026, an estimated $41.6K.
Intuitive Surgical made up 0.21% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #71 holding.
Meriwether Wealth & Planning first reported a position in Intuitive Surgical in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Intuitive Surgical position peaked at $681K in Q4 2025.
492 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.