Richardson Financial Services
ISRG icon

Richardson Financial Services’s Intuitive Surgical ISRG Stock Holding History

Richardson Financial Services’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 		$296K Sell
728
-56
-7% -$21.4K 0.17% 126
2026
Q2 		$312K Sell
784
-901
-53% -$394K 0.18% 119
2026
Q1 		$777K Buy
1,685
+27
+2% +$13.7K 0.49% 49
2025
Q4 		$939K Buy
1,658
+142
+9% +$75.6K 0.3% 42
2025
Q3 		$678K Sell
1,516
-10
-0.7% -$4.8K 0.42% 57
2025
Q2 		$821K Buy
1,526
+1,179
+340% +$616K 0.55% 43
2025
Q1 		$172K Buy
347
+30
+9% +$16.6K 0.13% 154
2024
Q4 		$167K Buy
317
+182
+135% +$94.8K 0.12% 155
2024
Q3 		$60.1K Hold
135
– – 0.04% 247
2024
Q2 		$60.1K Buy
135
+20
+17% +$7.97K 0.04% 233
2024
Q1 		$45.9K Buy
+115
New +$43.5K 0.03% 256

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
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

Richardson Financial Services's ISRG Position: Q3 2026 in Review

Richardson Financial Services reduced its Intuitive Surgical (ISRG) stake by 7.1% in Q3 2026, selling an estimated $21.4K and leaving 728 shares worth $296K. The position accounts for 0.17% of the portfolio, ranked #126.

Richardson Financial Services first reported a position in ISRG in Q1 2024 and has held it in 11 quarters since. The position peaked at $939K in Q4 2025. 1,343 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Richardson Financial Services held 728 shares of Intuitive Surgical worth $296K as of Q3 2026.
  • Richardson Financial Services sold 56 Intuitive Surgical shares in Q3 2026, an estimated $21.4K.
  • Intuitive Surgical made up 0.17% of Richardson Financial Services's portfolio in Q3 2026, its #126 holding.
  • Richardson Financial Services first reported a position in Intuitive Surgical in Q1 2024 and has held it in 11 quarters since.
  • Richardson Financial Services's Intuitive Surgical position peaked at $939K in Q4 2025.
  • 1,343 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.