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MJT & Associates Financial Advisory’s Intuitive Surgical ISRG Stock Holding History

MJT & Associates Financial Advisory’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 		$4.88K Sell
12
-5
-29% -$1.91K ﹤0.01% 272
2026
Q2 		$6.76K Hold
17
– – ﹤0.01% 252
2026
Q1 		$7.84K Hold
17
– – 0.01% 207
2025
Q4 		$9.63K Hold
17
– – 0.01% 192
2025
Q3 		$7.6K Hold
17
– – 0.01% 229
2025
Q2 		$9.24K Hold
17
– – 0.01% 217
2025
Q1 		$8.42K Buy
+17
New +$9.4K 0.01% 227

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

MJT & Associates Financial Advisory's ISRG Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Intuitive Surgical (ISRG) stake by 29% in Q3 2026, selling an estimated $1.91K and leaving 12 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

MJT & Associates Financial Advisory first reported a position in ISRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.63K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • MJT & Associates Financial Advisory held 12 shares of Intuitive Surgical worth $4.88K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 5 Intuitive Surgical shares in Q3 2026, an estimated $1.91K.
  • Intuitive Surgical made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #272 holding.
  • MJT & Associates Financial Advisory first reported a position in Intuitive Surgical in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Intuitive Surgical position peaked at $9.63K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.