PUREfi Wealth
ISRG icon

PUREfi Wealth’s Intuitive Surgical ISRG Stock Holding History

PUREfi 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 		$292K Sell
717
-89
-11% -$34K 0.14% 184
2026
Q2 		$321K Buy
806
+36
+5% +$15.7K 0.18% 145
2026
Q1 		$355K Buy
770
+236
+44% +$119K 0.23% 121
2025
Q4 		$302K Buy
534
+30
+6% +$16K 0.23% 119
2025
Q3 		$225K Buy
504
+6
+1% +$2.88K 0.17% 155
2025
Q2 		$271K Buy
498
+36
+8% +$18.8K 0.22% 123
2025
Q1 		$229K Buy
+462
New +$255K 0.23% 118

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PUREfi Wealth's ISRG Position: Q3 2026 in Review

PUREfi Wealth reduced its Intuitive Surgical (ISRG) stake by 11% in Q3 2026, selling an estimated $34K and leaving 717 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #184.

PUREfi Wealth first reported a position in ISRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $355K in Q1 2026. 455 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • PUREfi Wealth held 717 shares of Intuitive Surgical worth $292K as of Q3 2026.
  • PUREfi Wealth sold 89 Intuitive Surgical shares in Q3 2026, an estimated $34K.
  • Intuitive Surgical made up 0.14% of PUREfi Wealth's portfolio in Q3 2026, its #184 holding.
  • PUREfi Wealth first reported a position in Intuitive Surgical in Q1 2025 and has held it in 7 quarters since.
  • PUREfi Wealth's Intuitive Surgical position peaked at $355K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.