Navalign LLC’s Intuitive Surgical ISRG Stock Holding History

Navalign LLC’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	$272K	Hold	669	–	–	0.06%	107
2026 Q2	$266K	Hold	669	–	–	0.06%	114
2026 Q1	$308K	Sell	669 -244	-27%	-$123K	0.08%	103
2025 Q4	$517K	Hold	913	–	–	0.13%	90
2025 Q3	$408K	Sell	913 -83	-8%	-$39.8K	0.11%	94
2025 Q2	$541K	Sell	996 -135	-12%	-$70.6K	0.15%	82
2025 Q1	$560K	Sell	1,131 -19	-2%	-$10.5K	0.16%	85
2024 Q4	$600K	Hold	1,150	–	–	0.18%	80
2024 Q3	$565K	Hold	1,150	–	–	0.17%	85
2024 Q2	$512K	Sell	1,150 -200	-15%	-$79.7K	0.16%	86
2024 Q1	$539K	Sell	1,350 -450	-25%	-$170K	0.18%	86
2023 Q4	$607K	Hold	1,800	–	–	0.21%	85
2023 Q3	$526K	Hold	1,800	–	–	0.2%	94
2023 Q2	$615K	Hold	1,800	–	–	0.25%	78
2023 Q1	$460K	Hold	1,800	–	–	0.19%	87
2022 Q4	$478K	Hold	1,800	–	–	0.2%	93
2022 Q3	$337K	Hold	1,800	–	–	0.15%	100
2022 Q2	$361K	Hold	1,800	–	–	0.16%	95
2022 Q1	$424K	Hold	1,800	–	–	0.18%	93
2021 Q4	$647K	Hold	1,800	–	–	0.26%	83
2021 Q3	$596K	Hold	1,800	–	–	0.25%	86
2021 Q2	$552K	Hold	1,800	–	–	0.23%	89
2021 Q1	$443K	Buy	+1,800	New	+$453K	0.2%	94

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Navalign LLC's ISRG Position: Q3 2026 in Review

Navalign LLC held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 669 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #107.

Navalign LLC first reported a position in ISRG in Q1 2021 and has held it in 23 quarters since. The position peaked at $647K in Q4 2021. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Navalign LLC held 669 shares of Intuitive Surgical worth $272K as of Q3 2026.
Navalign LLC left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up 0.06% of Navalign LLC's portfolio in Q3 2026, its #107 holding.
Navalign LLC first reported a position in Intuitive Surgical in Q1 2021 and has held it in 23 quarters since.
Navalign LLC's Intuitive Surgical position peaked at $647K in Q4 2021.
1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.