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Olistico Wealth’s Intuitive Surgical ISRG Stock Holding History

Olistico Wealth’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 		$40.3K Hold
99
– – 0.02% 176
2026
Q2 		$39.4K Buy
99
+41
+71% +$17.9K 0.02% 175
2026
Q1 		$26.7K Buy
58
+8
+16% +$4.05K 0.01% 196
2025
Q4 		$28.3K Buy
+50
New +$26.6K 0.01% 195
2025
Q3 		– Sell
-28
Closed -$15.2K – 215
2025
Q2 		$15.2K Hold
28
– – 0.01% 243
2025
Q1 		$13.9K Hold
28
– – 0.01% 231
2024
Q4 		$14.6K Hold
28
– – 0.01% 226
2024
Q3 		$13.8K Buy
28
+10
+56% +$4.66K 0.01% 232
2024
Q2 		$8.01K Buy
+18
New +$7.17K 0.01% 255
2023
Q3 		– Sell
-1,045
Closed -$357K – 106
2023
Q2 		$357K Hold
1,045
– – 0.31% 82
2023
Q1 		$267K Hold
1,045
– – 0.26% 86
2022
Q4 		$277K Buy
+1,045
New +$255K 0.3% 82

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Olistico Wealth's ISRG Position: Q3 2026 in Review

Olistico Wealth held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 99 shares worth $40.3K. The position accounts for 0.02% of the portfolio, ranked #176.

Olistico Wealth first reported a position in ISRG in Q4 2022 and has held it in 12 quarters since. The position peaked at $357K in Q2 2023. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Olistico Wealth held 99 shares of Intuitive Surgical worth $40.3K as of Q3 2026.
  • Olistico Wealth left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #176 holding.
  • Olistico Wealth first reported a position in Intuitive Surgical in Q4 2022 and has held it in 12 quarters since.
  • Olistico Wealth's Intuitive Surgical position peaked at $357K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.