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McCarley & Cook Financial Planners’s Intuitive Surgical ISRG Stock Holding History

McCarley & Cook Financial Planners’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 		$2.03K Hold
5
– – ﹤0.01% 235
2026
Q2 		$1.99K Hold
5
– – ﹤0.01% 222
2026
Q1 		$2.3K Hold
5
– – ﹤0.01% 220
2025
Q4 		$2.83K Buy
+5
New +$2.66K ﹤0.01% 207

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

McCarley & Cook Financial Planners's ISRG Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 5 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

McCarley & Cook Financial Planners first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.83K in Q4 2025. 691 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • McCarley & Cook Financial Planners held 5 shares of Intuitive Surgical worth $2.03K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #235 holding.
  • McCarley & Cook Financial Planners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Intuitive Surgical position peaked at $2.83K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.