Private Advisory Group
ISRG icon

Private Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Private Advisory Group’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 		$9.7M Buy
+23,897
New +$9.12M 0.52% 55
2026
Q1 		– Sell
-385
Closed -$218K – 308
2025
Q4 		$218K Buy
+385
New +$205K 0.02% 237
2025
Q3 		– Sell
-622
Closed -$338K – 232
2025
Q2 		$338K Sell
622
-170
-21% -$88.9K 0.03% 171
2025
Q1 		$392K Sell
792
-27
-3% -$14.9K 0.04% 152
2024
Q4 		$427K Buy
819
+9
+1% +$4.69K 0.05% 152
2024
Q3 		$398K Buy
+810
New +$377K 0.05% 156

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Private Advisory Group's ISRG Position: Q3 2026 in Review

Private Advisory Group opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 23,897 shares worth $9.7M. The stake represents 0.52% of the portfolio and ranks #55 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in ISRG as recently as Q4 2025.

Private Advisory Group first reported a position in ISRG in Q3 2024 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Private Advisory Group held 23,897 shares of Intuitive Surgical worth $9.7M as of Q3 2026.
  • Intuitive Surgical was a new Private Advisory Group position in Q3 2026.
  • Intuitive Surgical made up 0.52% of Private Advisory Group's portfolio in Q3 2026, its #55 holding.
  • Private Advisory Group first reported a position in Intuitive Surgical in Q3 2024 and has held it in 6 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.