Root Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Root Financial Partners’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	$1.81M	Buy	4,453 +194	+5%	+$74.1K	0.06%	85
2026 Q2	$1.69M	Sell	4,259 -54	-1%	-$23.6K	0.07%	86
2026 Q1	$1.99M	Buy	4,313 +1,593	+59%	+$806K	0.09%	65
2025 Q4	$1.54M	Sell	2,720 -204	-7%	-$109K	0.08%	71
2025 Q3	$1.31M	Sell	2,924 -70	-2%	-$33.6K	0.08%	74
2025 Q2	$1.63M	Buy	2,994 +37	+1%	+$19.3K	0.16%	52
2025 Q1	$1.46M	Sell	2,957 -673	-19%	-$372K	0.16%	50
2024 Q4	$1.89M	Buy	3,630 +121	+3%	+$63K	0.23%	32
2024 Q3	$1.72M	Buy	+3,509	New	+$1.63M	0.28%	34

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Root Financial Partners's ISRG Position: Q3 2026 in Review

Root Financial Partners increased its Intuitive Surgical (ISRG) stake by 4.6% in Q3 2026, buying an estimated $74.1K and bringing the position to 4,453 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #85.

Root Financial Partners first reported a position in ISRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q1 2026. 830 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Root Financial Partners held 4,453 shares of Intuitive Surgical worth $1.81M as of Q3 2026.
Root Financial Partners bought 194 Intuitive Surgical shares in Q3 2026, an estimated $74.1K.
Intuitive Surgical made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #85 holding.
Root Financial Partners first reported a position in Intuitive Surgical in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's Intuitive Surgical position peaked at $1.99M in Q1 2026.
830 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.