Mindset Wealth Management
ISRG icon

Mindset Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Mindset Wealth Management’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 		$543K Hold
1,335
– – 0.1% 90
2026
Q2 		$531K Hold
1,335
– – 0.1% 95
2026
Q1 		$615K Buy
1,335
+15
+1% +$7.59K 0.17% 74
2025
Q4 		$748K Sell
1,320
-50
-4% -$26.6K 0.2% 56
2025
Q3 		$613K Buy
1,370
+16
+1% +$7.68K 0.17% 64
2025
Q2 		$736K Buy
1,354
+17
+1% +$8.89K 0.24% 46
2025
Q1 		$662K Buy
1,337
+22
+2% +$12.2K 0.26% 43
2024
Q4 		$686K Hold
1,315
– – 0.25% 39
2024
Q3 		$646K Buy
+1,315
New +$612K 0.27% 39

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

Mindset Wealth Management's ISRG Position: Q3 2026 in Review

Mindset Wealth Management held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 1,335 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #90.

Mindset Wealth Management first reported a position in ISRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $748K in Q4 2025. 470 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Mindset Wealth Management held 1,335 shares of Intuitive Surgical worth $543K as of Q3 2026.
  • Mindset Wealth Management left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up 0.1% of Mindset Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Mindset Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Intuitive Surgical position peaked at $748K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.