Sound Income Strategies’s Intuitive Surgical ISRG Stock Holding History

Sound Income Strategies’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	$439K	Buy	+1,057	New	+$403K	0.02%	310
2026 Q2	–	Sell	-140	Closed	-$65K	–	1423
2026 Q1	$65K	Sell	140 -5	-3%	-$2.53K	﹤0.01%	736
2025 Q4	$77.6K	Buy	145 +110	+314%	+$58.6K	﹤0.01%	658
2025 Q3	$15.5K	Buy	35 +1	+3%	+$480	﹤0.01%	877
2025 Q2	$18.5K	Buy	34 +10	+42%	+$5.23K	﹤0.01%	765
2025 Q1	$11.9K	Hold	24	–	–	﹤0.01%	856
2024 Q4	$12.5K	Hold	24	–	–	﹤0.01%	782
2024 Q3	$11.8K	Hold	24	–	–	﹤0.01%	754
2024 Q2	$10.7K	Buy	+24	New	+$9.56K	﹤0.01%	761
2023 Q3	–	Sell	-20	Closed	-$6.84K	–	1198
2023 Q2	$6.84K	Buy	+20	New	+$6.05K	﹤0.01%	670
2023 Q1	–	Sell	-28	Closed	-$7.43K	–	1102
2022 Q4	$7.43K	Buy	+28	New	+$6.83K	﹤0.01%	578
2022 Q3	–	Sell	-3	Closed	-$1K	–	929
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	812
2022 Q1	$1K	Buy	+3	New	+$876	﹤0.01%	802

Other funds holding ISRG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Sound Income Strategies's ISRG Position: Q3 2026 in Review

Sound Income Strategies opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 1,057 shares worth $439K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: Sound Income Strategies previously reported a position in ISRG as recently as Q1 2026.

Sound Income Strategies first reported a position in ISRG in Q1 2022 and has held it in 13 quarters since. 262 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Sound Income Strategies held 1,057 shares of Intuitive Surgical worth $439K as of Q3 2026.
Intuitive Surgical was a new Sound Income Strategies position in Q3 2026.
Intuitive Surgical made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #310 holding.
Sound Income Strategies first reported a position in Intuitive Surgical in Q1 2022 and has held it in 13 quarters since.
262 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.