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

Rockingstone 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 		$2.66M Buy
6,551
+190
+3% +$72.5K 1.07% 37
2026
Q2 		$2.53M Buy
6,361
+1
+0% +$437 1.02% 40
2026
Q1 		$2.93M Buy
6,360
+85
+1% +$43K 1.35% 32
2025
Q4 		$3.55M Buy
6,275
+248
+4% +$132K 1.62% 24
2025
Q3 		$2.7M Sell
6,027
-30
-0.5% -$14.4K 1.33% 32
2025
Q2 		$3.29M Sell
6,057
-2,101
-26% -$1.1M 1.73% 21
2025
Q1 		$4.04M Sell
8,158
-345
-4% -$191K 1.82% 18
2024
Q4 		$4.44M Sell
8,503
-245
-3% -$128K 1.96% 12
2024
Q3 		$4.3M Hold
8,748
– – 2.11% 13
2024
Q2 		$3.89M Buy
8,748
+41
+0.5% +$16.3K 2% 15
2024
Q1 		$3.47M Sell
8,707
-396
-4% -$150K 1.79% 18
2023
Q4 		$3.07M Buy
9,103
+592
+7% +$176K 1.72% 19
2023
Q3 		$2.49M Buy
8,511
+62
+0.7% +$19.4K 1.38% 22
2023
Q2 		$2.89M Buy
8,449
+81
+1% +$24.5K 1.63% 18
2023
Q1 		$2.14M Buy
8,368
+434
+5% +$107K 1.3% 25
2022
Q4 		$2.11M Buy
+7,934
New +$1.93M 1.57% 20

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

Rockingstone Advisors's ISRG Position: Q3 2026 in Review

Rockingstone Advisors increased its Intuitive Surgical (ISRG) stake by 3% in Q3 2026, buying an estimated $72.5K and bringing the position to 6,551 shares worth $2.66M. The position accounts for 1.07% of the portfolio, ranked #37.

Rockingstone Advisors first reported a position in ISRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.44M in Q4 2024. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Rockingstone Advisors held 6,551 shares of Intuitive Surgical worth $2.66M as of Q3 2026.
  • Rockingstone Advisors bought 190 Intuitive Surgical shares in Q3 2026, an estimated $72.5K.
  • Intuitive Surgical made up 1.07% of Rockingstone Advisors's portfolio in Q3 2026, its #37 holding.
  • Rockingstone Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's Intuitive Surgical position peaked at $4.44M in Q4 2024.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.