Tanager Wealth Management
ISRG icon

Tanager Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Tanager 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 		$277K Sell
682
-67
-9% -$25.6K 0.02% 138
2026
Q2 		$298K Buy
749
+309
+70% +$135K 0.03% 123
2026
Q1 		$203K Buy
440
+43
+11% +$21.8K 0.02% 141
2025
Q4 		$225K Buy
+397
New +$211K 0.02% 129
2023
Q4 		– Sell
-746
Closed -$218K – 83
2023
Q3 		$218K Buy
746
+14
+2% +$4.37K 0.05% 72
2023
Q2 		$250K Buy
+732
New +$221K 0.05% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Tanager Wealth Management reduced its Intuitive Surgical (ISRG) stake by 8.9% in Q3 2026, selling an estimated $25.6K and leaving 682 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #138.

Tanager Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 6 quarters since. The position peaked at $298K in Q2 2026. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Tanager Wealth Management held 682 shares of Intuitive Surgical worth $277K as of Q3 2026.
  • Tanager Wealth Management sold 67 Intuitive Surgical shares in Q3 2026, an estimated $25.6K.
  • Intuitive Surgical made up 0.02% of Tanager Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Tanager Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 6 quarters since.
  • Tanager Wealth Management's Intuitive Surgical position peaked at $298K in Q2 2026.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.