SYM Financial Corp
ISRG icon

SYM Financial Corp’s Intuitive Surgical ISRG Stock Holding History

SYM Financial Corp’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 		$280K Buy
+688
New +$263K 0.02% 305
2026
Q2 		– Sell
-489
Closed -$225K – 551
2026
Q1 		$225K Buy
489
+126
+35% +$63.7K 0.02% 287
2025
Q4 		$206K Buy
+363
New +$193K 0.02% 313
2025
Q3 		– Sell
-2,288
Closed -$1.24M – 440
2025
Q2 		$1.24M Buy
2,288
+27
+1% +$14.1K 0.14% 45
2025
Q1 		$1.12M Buy
+2,261
New +$1.25M 0.14% 46

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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

SYM Financial Corp's ISRG Position: Q3 2026 in Review

SYM Financial Corp opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 688 shares worth $280K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in ISRG as recently as Q1 2026.

SYM Financial Corp first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q2 2025. 1,343 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • SYM Financial Corp held 688 shares of Intuitive Surgical worth $280K as of Q3 2026.
  • Intuitive Surgical was a new SYM Financial Corp position in Q3 2026.
  • Intuitive Surgical made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #305 holding.
  • SYM Financial Corp first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's Intuitive Surgical position peaked at $1.24M in Q2 2025.
  • 1,343 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.