NRS
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Neville Rodie & Shaw’s Intuitive Surgical ISRG Stock Holding History

Neville Rodie & Shaw’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 		$2.21M Sell
5,430
-890
-14% -$340K 0.15% 91
2026
Q2 		$2.51M Sell
6,320
-2,802
-31% -$1.22M 0.16% 81
2026
Q1 		$4.21M Buy
9,122
+1,285
+16% +$650K 0.31% 67
2025
Q4 		$4.44M Sell
7,837
-150
-2% -$79.9K 0.31% 67
2025
Q3 		$3.57M Sell
7,987
-2,440
-23% -$1.17M 0.26% 74
2025
Q2 		$5.67M Buy
10,427
+1,110
+12% +$580K 0.42% 56
2025
Q1 		$4.62M Buy
9,317
+20
+0.2% +$11.1K 0.36% 60
2024
Q4 		$4.85M Hold
9,297
– – 0.35% 60
2024
Q3 		$4.57M Sell
9,297
-328
-3% -$153K 0.34% 62
2024
Q2 		$4.28M Sell
9,625
-1,361
-12% -$542K 0.32% 62
2024
Q1 		$4.38M Sell
10,986
-23
-0.2% -$8.69K 0.33% 65
2023
Q4 		$3.71M Sell
11,009
-1,925
-15% -$574K 0.3% 70
2023
Q3 		$3.78M Buy
12,934
+5,084
+65% +$1.59M 0.34% 62
2023
Q2 		$2.68M Buy
+7,850
New +$2.38M 0.23% 78

Other funds holding ISRG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Neville Rodie & Shaw's ISRG Position: Q3 2026 in Review

Neville Rodie & Shaw reduced its Intuitive Surgical (ISRG) stake by 14% in Q3 2026, selling an estimated $340K and leaving 5,430 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #91.

Neville Rodie & Shaw first reported a position in ISRG in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.67M in Q2 2025. 28 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Neville Rodie & Shaw held 5,430 shares of Intuitive Surgical worth $2.21M as of Q3 2026.
  • Neville Rodie & Shaw sold 890 Intuitive Surgical shares in Q3 2026, an estimated $340K.
  • Intuitive Surgical made up 0.15% of Neville Rodie & Shaw's portfolio in Q3 2026, its #91 holding.
  • Neville Rodie & Shaw first reported a position in Intuitive Surgical in Q2 2023 and has held it in 14 quarters since.
  • Neville Rodie & Shaw's Intuitive Surgical position peaked at $5.67M in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Neville Rodie & Shaw's 13F filing for Q3 2026, filed 5 Oct 2026.