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Paladin Partners’s Intuitive Surgical ISRG Stock Holding History

Paladin Partners’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 		$578K Hold
1,422
– – 0.36% 32
2026
Q2 		$566K Hold
1,422
– – 0.37% 30
2026
Q1 		$656K Buy
1,422
+15
+1% +$7.59K 0.47% 28
2025
Q4 		$797K Buy
+1,407
New +$749K 0.59% 25

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
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 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

Paladin Partners's ISRG Position: Q3 2026 in Review

Paladin Partners held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 1,422 shares worth $578K. The position accounts for 0.36% of the portfolio, ranked #32.

Paladin Partners first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $797K in Q4 2025. 28 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Paladin Partners held 1,422 shares of Intuitive Surgical worth $578K as of Q3 2026.
  • Paladin Partners left its Intuitive Surgical share count unchanged in Q3 2026.
  • Intuitive Surgical made up 0.36% of Paladin Partners's portfolio in Q3 2026, its #32 holding.
  • Paladin Partners first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Intuitive Surgical position peaked at $797K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.