Portfolio Design Labs
ISRG icon

Portfolio Design Labs’s Intuitive Surgical ISRG Stock Holding History

Portfolio Design Labs’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 		$453K Sell
1,115
-231
-17% -$88.2K 0.07% 163
2026
Q2 		$535K Sell
1,346
-2,089
-61% -$913K 0.09% 153
2026
Q1 		$1.58M Sell
3,435
-114
-3% -$57.7K 0.28% 70
2025
Q4 		$2.01M Buy
3,549
+378
+12% +$201K 0.33% 66
2025
Q3 		$1.42M Buy
3,171
+1,251
+65% +$600K 0.24% 105
2025
Q2 		$1.04M Buy
1,920
+547
+40% +$286K 0.2% 81
2025
Q1 		$680K Sell
1,373
-2,662
-66% -$1.47M 0.14% 112
2024
Q4 		$2.11M Buy
4,035
+516
+15% +$269K 0.43% 81
2024
Q3 		$1.73M Buy
3,519
+2,912
+480% +$1.36M 0.48% 72
2024
Q2 		$270K Sell
607
-1,372
-69% -$546K 0.08% 92
2024
Q1 		$790K Sell
1,979
-42
-2% -$15.9K 0.27% 85
2023
Q4 		$682K Buy
+2,021
New +$602K 0.26% 74

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Portfolio Design Labs's ISRG Position: Q3 2026 in Review

Portfolio Design Labs reduced its Intuitive Surgical (ISRG) stake by 17% in Q3 2026, selling an estimated $88.2K and leaving 1,115 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #163.

Portfolio Design Labs first reported a position in ISRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q4 2024. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Portfolio Design Labs held 1,115 shares of Intuitive Surgical worth $453K as of Q3 2026.
  • Portfolio Design Labs sold 231 Intuitive Surgical shares in Q3 2026, an estimated $88.2K.
  • Intuitive Surgical made up 0.07% of Portfolio Design Labs's portfolio in Q3 2026, its #163 holding.
  • Portfolio Design Labs first reported a position in Intuitive Surgical in Q4 2023 and has held it in 12 quarters since.
  • Portfolio Design Labs's Intuitive Surgical position peaked at $2.11M in Q4 2024.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.