Sendero Wealth Management
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Sendero Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Sendero Wealth Management’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 		$2.3M Buy
5,645
+3,511
+165% +$1.34M 0.23% 73
2026
Q2 		$849K Sell
2,134
-14
-0.7% -$6.12K 0.08% 136
2026
Q1 		$990K Sell
2,148
-41
-2% -$20.7K 0.11% 106
2025
Q4 		$1.24M Buy
2,189
+46
+2% +$24.5K 0.14% 89
2025
Q3 		$958K Sell
2,143
-5
-0.2% -$2.4K 0.11% 103
2025
Q2 		$1.17M Buy
2,148
+13
+0.6% +$6.8K 0.15% 86
2025
Q1 		$1.06M Sell
2,135
-1,210
-36% -$669K 0.15% 85
2024
Q4 		$1.75M Hold
3,345
– – 0.26% 63
2024
Q3 		$1.64M Hold
3,345
– – 0.26% 56
2024
Q2 		$1.49M Hold
3,345
– – 0.25% 57
2024
Q1 		$1.33M Hold
3,345
– – 0.23% 67
2023
Q4 		$1.13M Hold
3,345
– – 0.21% 74
2023
Q3 		$978K Hold
3,345
– – 0.21% 76
2023
Q2 		$1.14M Buy
+3,345
New +$1.01M 0.25% 73

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Sendero Wealth Management's ISRG Position: Q3 2026 in Review

Sendero Wealth Management increased its Intuitive Surgical (ISRG) stake by 165% in Q3 2026, buying an estimated $1.34M and bringing the position to 5,645 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #73.

Sendero Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 14 quarters since. 654 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Sendero Wealth Management held 5,645 shares of Intuitive Surgical worth $2.3M as of Q3 2026.
  • Sendero Wealth Management bought 3,511 Intuitive Surgical shares in Q3 2026, an estimated $1.34M.
  • Intuitive Surgical made up 0.23% of Sendero Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Sendero Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 14 quarters since.
  • 654 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

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