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Sunburst Financial Group’s Intuitive Surgical ISRG Stock Holding History

Sunburst Financial Group’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 		$201K Sell
494
-80
-14% -$30.5K 0.03% 135
2026
Q2 		$228K Buy
574
+31
+6% +$13.5K 0.04% 124
2026
Q1 		$250K Buy
543
+58
+12% +$29.3K 0.05% 111
2025
Q4 		$275K Buy
485
+20
+4% +$10.6K 0.06% 102
2025
Q3 		$208K Buy
+465
New +$223K 0.04% 115

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

Sunburst Financial Group's ISRG Position: Q3 2026 in Review

Sunburst Financial Group reduced its Intuitive Surgical (ISRG) stake by 14% in Q3 2026, selling an estimated $30.5K and leaving 494 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #135.

Sunburst Financial Group first reported a position in ISRG in Q3 2025 and has held it in 5 quarters since. The position peaked at $275K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Sunburst Financial Group held 494 shares of Intuitive Surgical worth $201K as of Q3 2026.
  • Sunburst Financial Group sold 80 Intuitive Surgical shares in Q3 2026, an estimated $30.5K.
  • Intuitive Surgical made up 0.03% of Sunburst Financial Group's portfolio in Q3 2026, its #135 holding.
  • Sunburst Financial Group first reported a position in Intuitive Surgical in Q3 2025 and has held it in 5 quarters since.
  • Sunburst Financial Group's Intuitive Surgical position peaked at $275K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.