MinichMacGregor Wealth Management’s Intuitive Surgical ISRG Stock Holding History

MinichMacGregor 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	$275K	Buy	676 +132	+24%	+$50.4K	0.04%	119
2026 Q2	$216K	Buy	+544	New	+$238K	0.03%	141
2025 Q3	–	Sell	-498	Closed	-$271K	–	143
2025 Q2	$271K	Buy	+498	New	+$260K	0.06%	103
2023 Q1	–	Sell	-131	Closed	-$34.8K	–	347
2022 Q4	$34.8K	Buy	+131	New	+$31.9K	0.01%	222
2018 Q4	–	Sell	-57	Closed	-$10K	–	288
2018 Q3	$10K	Hold	57	–	–	0.01%	314
2018 Q2	$9K	Buy	+57	New	+$8.69K	0.01%	320

Other funds holding ISRG

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

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

SIM

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its Intuitive Surgical (ISRG) stake by 24% in Q3 2026, buying an estimated $50.4K and bringing the position to 676 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #119.

MinichMacGregor Wealth Management first reported a position in ISRG in Q2 2018 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

MinichMacGregor Wealth Management held 676 shares of Intuitive Surgical worth $275K as of Q3 2026.
MinichMacGregor Wealth Management bought 132 Intuitive Surgical shares in Q3 2026, an estimated $50.4K.
Intuitive Surgical made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #119 holding.
MinichMacGregor Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.