Teamwork Financial Advisors
ISRG icon

Teamwork Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Teamwork Financial Advisors’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 		$274K Sell
675
-349
-34% -$133K 0.03% 149
2026
Q2 		$407K Sell
1,024
-107
-9% -$46.7K 0.04% 143
2026
Q1 		$521K Sell
1,131
-405
-26% -$205K 0.06% 132
2025
Q4 		$870K Sell
1,536
-3,445
-69% -$1.83M 0.09% 109
2025
Q3 		$2.23M Sell
4,981
-30,617
-86% -$14.7M 0.23% 72
2025
Q2 		$19.3M Buy
35,598
+463
+1% +$242K 2.24% 17
2025
Q1 		$17.4M Sell
35,135
-2,958
-8% -$1.64M 2.32% 17
2024
Q4 		$19.9M Buy
38,093
+3,265
+9% +$1.7M 2.58% 12
2024
Q3 		$17.1M Buy
34,828
+195
+0.6% +$90.8K 2.37% 14
2024
Q2 		$15.4M Buy
34,633
+8,703
+34% +$3.47M 2.28% 13
2024
Q1 		$10.3M Buy
25,930
+6,299
+32% +$2.38M 1.59% 21
2023
Q4 		$6.62M Sell
19,631
-1,212
-6% -$361K 1.14% 19
2023
Q3 		$6.09M Buy
20,843
+240
+1% +$75K 0.99% 25
2023
Q2 		$7.04M Buy
20,603
+1,815
+10% +$549K 1.14% 16
2023
Q1 		$4.8M Buy
18,788
+17,998
+2,278% +$4.43M 0.89% 29
2022
Q4 		$210K Sell
790
-16,727
-95% -$4.08M 0.04% 179
2022
Q3 		$3.28M Buy
+17,517
New +$3.76M 0.71% 29
2022
Q2 		– Sell
-751
Closed -$227K – 227
2022
Q1 		$227K Sell
751
-292
-28% -$85.3K 0.04% 228
2021
Q4 		$375K Sell
1,043
-514
-33% -$177K 0.07% 214
2021
Q3 		$516K Buy
1,557
+102
+7% +$34.3K 0.1% 155
2021
Q2 		$446K Buy
1,455
+93
+7% +$26.1K 0.09% 163
2021
Q1 		$335K Buy
1,362
+114
+9% +$28.7K 0.08% 182
2020
Q4 		$340K Buy
1,248
+30
+2% +$7.45K 0.08% 155
2020
Q3 		$288K Buy
1,218
+156
+15% +$35K 0.09% 145
2020
Q2 		$202K Buy
+1,062
New +$190K 0.07% 179

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Teamwork Financial Advisors's ISRG Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 34% in Q3 2026, selling an estimated $133K and leaving 675 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #149.

Teamwork Financial Advisors first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.9M in Q4 2024. 638 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Teamwork Financial Advisors held 675 shares of Intuitive Surgical worth $274K as of Q3 2026.
  • Teamwork Financial Advisors sold 349 Intuitive Surgical shares in Q3 2026, an estimated $133K.
  • Intuitive Surgical made up 0.03% of Teamwork Financial Advisors's portfolio in Q3 2026, its #149 holding.
  • Teamwork Financial Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • Teamwork Financial Advisors's Intuitive Surgical position peaked at $19.9M in Q4 2024.
  • 638 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.