Moran Wealth Management
ISRG icon

Moran Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Moran 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 		$3.16M Buy
7,767
+481
+7% +$184K 0.09% 264
2026
Q2 		$2.9M Buy
7,286
+2,560
+54% +$1.12M 0.08% 273
2026
Q1 		$2.18M Sell
4,726
-278
-6% -$141K 0.07% 293
2025
Q4 		$2.83M Buy
5,004
+1,431
+40% +$762K 0.09% 254
2025
Q3 		$1.6M Buy
3,573
+1,097
+44% +$526K 0.05% 298
2025
Q2 		$1.35M Buy
2,476
+757
+44% +$396K 0.04% 305
2025
Q1 		$851K Sell
1,719
-59
-3% -$32.6K 0.03% 316
2024
Q4 		$928K Buy
1,778
+29
+2% +$15.1K 0.03% 304
2024
Q3 		$859K Buy
1,749
+341
+24% +$159K 0.03% 306
2024
Q2 		$626K Buy
1,408
+366
+35% +$146K 0.02% 324
2024
Q1 		$416K Buy
1,042
+316
+44% +$119K 0.01% 340
2023
Q4 		$245K Buy
+726
New +$216K 0.01% 377
2023
Q1 		– Sell
-18,768
Closed -$4.98M – 364
2022
Q4 		$4.98M Buy
+18,768
New +$4.58M 0.19% 149

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Moran Wealth Management increased its Intuitive Surgical (ISRG) stake by 6.6% in Q3 2026, buying an estimated $184K and bringing the position to 7,767 shares worth $3.16M. The position accounts for 0.09% of the portfolio, ranked #264.

Moran Wealth Management first reported a position in ISRG in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.98M in Q4 2022. 526 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Moran Wealth Management held 7,767 shares of Intuitive Surgical worth $3.16M as of Q3 2026.
  • Moran Wealth Management bought 481 Intuitive Surgical shares in Q3 2026, an estimated $184K.
  • Intuitive Surgical made up 0.09% of Moran Wealth Management's portfolio in Q3 2026, its #264 holding.
  • Moran Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 13 quarters since.
  • Moran Wealth Management's Intuitive Surgical position peaked at $4.98M in Q4 2022.
  • 526 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.