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Retirement Wealth Solutions’s Intuitive Surgical ISRG Stock Holding History

Retirement Wealth Solutions’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 		$6.51K Buy
+16
New +$6.11K ﹤0.01% 334
2026
Q2 		– Sell
-14
Closed -$6.45K – 829
2026
Q1 		$6.45K Buy
+14
New +$7.08K ﹤0.01% 272

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

Retirement Wealth Solutions's ISRG Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 16 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in ISRG as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in ISRG in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Retirement Wealth Solutions held 16 shares of Intuitive Surgical worth $6.51K as of Q3 2026.
  • Intuitive Surgical was a new Retirement Wealth Solutions position in Q3 2026.
  • Intuitive Surgical made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #334 holding.
  • Retirement Wealth Solutions first reported a position in Intuitive Surgical in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.