Montag & Associates
ISRG icon

Montag & Associates’s Intuitive Surgical ISRG Stock Holding History

Montag & Associates’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 		$4.75M Sell
11,670
-2,596
-18% -$991K 0.2% 95
2026
Q2 		$5.67M Sell
14,266
-267
-2% -$117K 0.24% 86
2026
Q1 		$6.7M Sell
14,533
-1,117
-7% -$565K 0.31% 69
2025
Q4 		$8.86M Buy
15,650
+2,209
+16% +$1.18M 0.4% 59
2025
Q3 		$6.01M Sell
13,441
-2,287
-15% -$1.1M 0.28% 83
2025
Q2 		$8.55M Sell
15,728
-311
-2% -$163K 0.42% 63
2025
Q1 		$7.94M Sell
16,039
-390
-2% -$216K 0.4% 61
2024
Q4 		$8.58M Sell
16,429
-3,235
-16% -$1.68M 0.41% 57
2024
Q3 		$9.7M Buy
19,664
+306
+2% +$142K 0.46% 58
2024
Q2 		$8.61M Sell
19,358
-133
-0.7% -$53K 0.43% 61
2024
Q1 		$7.78M Hold
19,491
– – 0.39% 64
2023
Q4 		$6.58M Buy
19,491
+393
+2% +$117K 0.37% 71
2023
Q3 		$5.58M Sell
19,098
-2,948
-13% -$921K 0.35% 71
2023
Q2 		$7.54M Sell
22,046
-56
-0.3% -$16.9K 0.46% 55
2023
Q1 		$5.65M Sell
22,102
-1,030
-4% -$254K 0.37% 70
2022
Q4 		$6.14M Sell
23,132
-2,610
-10% -$636K 0.41% 65
2022
Q3 		$4.82M Sell
25,742
-6,053
-19% -$1.3M 0.33% 81
2022
Q2 		$6.38M Sell
31,795
-667
-2% -$156K 0.41% 63
2022
Q1 		$9.8M Buy
32,462
+3,840
+13% +$1.12M 0.52% 45
2021
Q4 		$10.3M Sell
28,622
-73
-0.3% -$25.1K 0.51% 50
2021
Q3 		$9.5M Sell
28,695
-3,732
-12% -$1.25M 0.51% 47
2021
Q2 		$9.9M Sell
32,427
-5,151
-14% -$1.45M 0.53% 43
2021
Q1 		$9.26M Sell
37,578
-14,196
-27% -$3.57M 0.52% 50
2020
Q4 		$14.1M Buy
51,774
+3,714
+8% +$922K 0.87% 28
2020
Q3 		$11.4M Buy
48,060
+141
+0.3% +$31.7K 0.92% 27
2020
Q2 		$9.1M Buy
47,919
+5,820
+14% +$1.04M 0.8% 32
2020
Q1 		$6.95M Buy
+42,099
New +$7.71M 0.69% 41

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Montag & Associates's ISRG Position: Q3 2026 in Review

Montag & Associates reduced its Intuitive Surgical (ISRG) stake by 18% in Q3 2026, selling an estimated $991K and leaving 11,670 shares worth $4.75M. The position accounts for 0.2% of the portfolio, ranked #95.

Montag & Associates first reported a position in ISRG in Q1 2020 and has held it in 27 quarters since. The position peaked at $14.1M in Q4 2020. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Montag & Associates held 11,670 shares of Intuitive Surgical worth $4.75M as of Q3 2026.
  • Montag & Associates sold 2,596 Intuitive Surgical shares in Q3 2026, an estimated $991K.
  • Intuitive Surgical made up 0.2% of Montag & Associates's portfolio in Q3 2026, its #95 holding.
  • Montag & Associates first reported a position in Intuitive Surgical in Q1 2020 and has held it in 27 quarters since.
  • Montag & Associates's Intuitive Surgical position peaked at $14.1M in Q4 2020.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.