Roberts Wealth Advisors
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Roberts Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Roberts Wealth 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 		$4.61M Buy
11,345
+1,809
+19% +$691K 1.04% 30
2026
Q2 		$3.79M Buy
9,536
+641
+7% +$280K 0.86% 36
2026
Q1 		$4.1M Buy
8,895
+481
+6% +$243K 1.04% 30
2025
Q4 		$4.77M Buy
8,414
+262
+3% +$139K 1.24% 24
2025
Q3 		$3.65M Buy
+8,152
New +$3.91M 0.97% 37

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

Roberts Wealth Advisors's ISRG Position: Q3 2026 in Review

Roberts Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 19% in Q3 2026, buying an estimated $691K and bringing the position to 11,345 shares worth $4.61M. The position accounts for 1.04% of the portfolio, ranked #30.

Roberts Wealth Advisors first reported a position in ISRG in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.77M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Roberts Wealth Advisors held 11,345 shares of Intuitive Surgical worth $4.61M as of Q3 2026.
  • Roberts Wealth Advisors bought 1,809 Intuitive Surgical shares in Q3 2026, an estimated $691K.
  • Intuitive Surgical made up 1.04% of Roberts Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Roberts Wealth Advisors first reported a position in Intuitive Surgical in Q3 2025 and has held it in 5 quarters since.
  • Roberts Wealth Advisors's Intuitive Surgical position peaked at $4.77M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.