TWIL
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TrueNorth Wealth & Impact, LLC’s Intuitive Surgical ISRG Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$310K Buy
+764
New +$292K 0.12% 133

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Morgan Stanley
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Vanguard Portfolio Management
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JP Morgan Chase
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Arrowstreet Capital
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TrueNorth Wealth & Impact, LLC's ISRG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 764 shares worth $310K. The stake represents 0.12% of the portfolio and ranks #133 among its holdings.

1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 764 shares of Intuitive Surgical worth $310K as of Q3 2026.
  • Intuitive Surgical was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Intuitive Surgical made up 0.12% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #133 holding.
  • 1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.