SRS
ISRG icon

Strong Retirement Solutions’s Intuitive Surgical ISRG Stock Holding History

Strong Retirement Solutions’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 		$1.5M Buy
3,689
+516
+16% +$197K 0.84% 38
2026
Q2 		$1.26M Buy
3,173
+447
+16% +$195K 0.76% 36
2026
Q1 		$1.26M Buy
2,726
+471
+21% +$238K 0.88% 33
2025
Q4 		$1.28M Buy
+2,255
New +$1.2M 0.86% 33

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Strong Retirement Solutions's ISRG Position: Q3 2026 in Review

Strong Retirement Solutions increased its Intuitive Surgical (ISRG) stake by 16% in Q3 2026, buying an estimated $197K and bringing the position to 3,689 shares worth $1.5M. The position accounts for 0.84% of the portfolio, ranked #38.

Strong Retirement Solutions first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Strong Retirement Solutions held 3,689 shares of Intuitive Surgical worth $1.5M as of Q3 2026.
  • Strong Retirement Solutions bought 516 Intuitive Surgical shares in Q3 2026, an estimated $197K.
  • Intuitive Surgical made up 0.84% of Strong Retirement Solutions's portfolio in Q3 2026, its #38 holding.
  • Strong Retirement Solutions first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.