Middleton & Co’s Intuitive Surgical ISRG Stock Holding History

Middleton & 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	$314K	Hold	772	–	–	0.03%	143
2026 Q2	$307K	Hold	772	–	–	0.03%	144
2026 Q1	$356K	Hold	772	–	–	0.04%	129
2025 Q4	$437K	Hold	772	–	–	0.05%	119
2025 Q3	$345K	Sell	772 -11	-1%	-$5.28K	0.04%	132
2025 Q2	$425K	Hold	783	–	–	0.05%	122
2025 Q1	$388K	Hold	783	–	–	0.05%	122
2024 Q4	$409K	Hold	783	–	–	0.05%	120
2024 Q3	$385K	Hold	783	–	–	0.04%	126
2024 Q2	$348K	Hold	783	–	–	0.04%	124
2024 Q1	$312K	Hold	783	–	–	0.04%	140
2023 Q4	$264K	Hold	783	–	–	0.03%	134
2023 Q3	$229K	Hold	783	–	–	0.03%	141
2023 Q2	$268K	Hold	783	–	–	0.04%	136
2023 Q1	$200K	Hold	783	–	–	0.03%	154
2022 Q4	$208K	Buy	+783	New	+$191K	0.03%	152

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Middleton & Co's ISRG Position: Q3 2026 in Review

Middleton & Co held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 772 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #143.

Middleton & Co first reported a position in ISRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $437K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Middleton & Co held 772 shares of Intuitive Surgical worth $314K as of Q3 2026.
Middleton & Co left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up 0.03% of Middleton & Co's portfolio in Q3 2026, its #143 holding.
Middleton & Co first reported a position in Intuitive Surgical in Q4 2022 and has held it in 16 quarters since.
Middleton & Co's Intuitive Surgical position peaked at $437K in Q4 2025.
1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.