Riversedge Advisors
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Riversedge Advisors’s Intuitive Surgical ISRG Stock Holding History

Riversedge Advisors’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 		$673K Buy
1,654
+706
+74% +$269K 0.08% 106
2026
Q2 		$377K Sell
948
-37
-4% -$16.2K 0.05% 163
2026
Q1 		$454K Buy
985
+84
+9% +$42.5K 0.07% 96
2025
Q4 		$510K Buy
901
+17
+2% +$9.05K 0.08% 77
2025
Q3 		$395K Sell
884
-48
-5% -$23K 0.07% 88
2025
Q2 		$506K Buy
932
+65
+7% +$34K 0.1% 61
2025
Q1 		$429K Buy
867
+18
+2% +$10K 0.1% 70
2024
Q4 		$443K Buy
849
+41
+5% +$21.4K 0.1% 64
2024
Q3 		$397K Buy
808
+9
+1% +$4.19K 0.09% 61
2024
Q2 		$355K Buy
799
+13
+2% +$5.18K 0.09% 62
2024
Q1 		$314K Buy
786
+41
+6% +$15.5K 0.08% 64
2023
Q4 		$251K Sell
745
-152
-17% -$45.3K 0.07% 68
2023
Q3 		$262K Buy
897
+156
+21% +$48.7K 0.08% 64
2023
Q2 		$253K Buy
+741
New +$224K 0.07% 67

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Riversedge Advisors's ISRG Position: Q3 2026 in Review

Riversedge Advisors increased its Intuitive Surgical (ISRG) stake by 74% in Q3 2026, buying an estimated $269K and bringing the position to 1,654 shares worth $673K. The position accounts for 0.08% of the portfolio, ranked #106.

Riversedge Advisors first reported a position in ISRG in Q2 2023 and has held it in 14 quarters since. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Riversedge Advisors held 1,654 shares of Intuitive Surgical worth $673K as of Q3 2026.
  • Riversedge Advisors bought 706 Intuitive Surgical shares in Q3 2026, an estimated $269K.
  • Intuitive Surgical made up 0.08% of Riversedge Advisors's portfolio in Q3 2026, its #106 holding.
  • Riversedge Advisors first reported a position in Intuitive Surgical in Q2 2023 and has held it in 14 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.