Salomon & Ludwin
ISRG icon

Salomon & Ludwin’s Intuitive Surgical ISRG Stock Holding History

Salomon & Ludwin’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 		$93.5K Buy
230
+79
+52% +$30.2K 0.01% 267
2026
Q2 		$60.8K Sell
151
-102
-40% -$44.6K 0.01% 460
2026
Q1 		$114K Buy
253
+28
+12% +$14.2K 0.01% 223
2025
Q4 		$127K Buy
225
+35
+18% +$18.6K 0.01% 201
2025
Q3 		$85.9K Buy
190
+147
+342% +$70.5K 0.01% 257
2025
Q2 		$23.2K Sell
43
-2
-4% -$1.05K ﹤0.01% 364
2025
Q1 		$22.3K Hold
45
– – ﹤0.01% 348
2024
Q4 		$23.5K Sell
45
-2
-4% -$1.04K ﹤0.01% 331
2024
Q3 		$23.1K Sell
47
-2
-4% -$931 ﹤0.01% 350
2024
Q2 		$21.8K Sell
49
-2
-4% -$797 ﹤0.01% 354
2024
Q1 		$20.4K Sell
51
-9
-15% -$3.4K ﹤0.01% 465
2023
Q4 		$17.5K Hold
60
– – ﹤0.01% 431
2023
Q3 		$17.5K Buy
+60
New +$18.7K ﹤0.01% 430
2020
Q2 		– Sell
-75
Closed -$12K – 140
2020
Q1 		$12K Hold
75
– – ﹤0.01% 156
2019
Q4 		$15K Hold
75
– – ﹤0.01% 161
2019
Q3 		$13K Hold
75
– – ﹤0.01% 150
2019
Q2 		$13K Hold
75
– – ﹤0.01% 143
2019
Q1 		$14K Hold
75
– – ﹤0.01% 141
2018
Q4 		$12K Buy
+75
New +$12.7K ﹤0.01% 145

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Salomon & Ludwin's ISRG Position: Q3 2026 in Review

Salomon & Ludwin increased its Intuitive Surgical (ISRG) stake by 52% in Q3 2026, buying an estimated $30.2K and bringing the position to 230 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #267.

Salomon & Ludwin first reported a position in ISRG in Q4 2018 and has held it in 19 quarters since. The position peaked at $127K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Salomon & Ludwin held 230 shares of Intuitive Surgical worth $93.5K as of Q3 2026.
  • Salomon & Ludwin bought 79 Intuitive Surgical shares in Q3 2026, an estimated $30.2K.
  • Intuitive Surgical made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #267 holding.
  • Salomon & Ludwin first reported a position in Intuitive Surgical in Q4 2018 and has held it in 19 quarters since.
  • Salomon & Ludwin's Intuitive Surgical position peaked at $127K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.