TFC Financial Management’s Intuitive Surgical ISRG Stock Holding History

TFC Financial 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	$536K	Hold	1,319	–	–	0.06%	74
2026 Q2	$525K	Buy	1,319 +2	+0.2%	+$874	0.06%	82
2026 Q1	$607K	Hold	1,317	–	–	0.07%	69
2025 Q4	$746K	Hold	1,317	–	–	0.09%	65
2025 Q3	$589K	Hold	1,317	–	–	0.08%	69
2025 Q2	$716K	Hold	1,317	–	–	0.1%	64
2025 Q1	$652K	Hold	1,317	–	–	0.1%	61
2024 Q4	$687K	Hold	1,317	–	–	0.11%	59
2024 Q3	$647K	Hold	1,317	–	–	0.1%	62
2024 Q2	$586K	Hold	1,317	–	–	0.1%	60
2024 Q1	$526K	Sell	1,317 -41	-3%	-$15.5K	0.09%	71
2023 Q4	$458K	Sell	1,358 -2	-0.1%	-$596	0.09%	71
2023 Q3	$398K	Hold	1,360	–	–	0.09%	72
2023 Q2	$465K	Sell	1,360 -106	-7%	-$32.1K	0.11%	69
2023 Q1	$375K	Buy	1,466 +113	+8%	+$27.8K	0.1%	72
2022 Q4	$359K	Hold	1,353	–	–	0.1%	65
2022 Q3	$254K	Hold	1,353	–	–	0.08%	78
2022 Q2	$272K	Hold	1,353	–	–	0.08%	80
2022 Q1	$408K	Hold	1,353	–	–	0.12%	65
2021 Q4	$486K	Hold	1,353	–	–	0.15%	56
2021 Q3	$448K	Hold	1,353	–	–	0.15%	58
2021 Q2	$415K	Sell	1,353 -354	-21%	-$99.3K	0.14%	62
2021 Q1	$420K	Hold	1,707	–	–	0.17%	57
2020 Q4	$465K	Hold	1,707	–	–	0.2%	49
2020 Q3	$404K	Buy	+1,707	New	+$383K	0.2%	48

Other funds holding ISRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

TFC Financial Management's ISRG Position: Q3 2026 in Review

TFC Financial Management held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 1,319 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #74.

TFC Financial Management first reported a position in ISRG in Q3 2020 and has held it in 25 quarters since. The position peaked at $746K in Q4 2025. 1,422 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

TFC Financial Management held 1,319 shares of Intuitive Surgical worth $536K as of Q3 2026.
TFC Financial Management left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up 0.06% of TFC Financial Management's portfolio in Q3 2026, its #74 holding.
TFC Financial Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 25 quarters since.
TFC Financial Management's Intuitive Surgical position peaked at $746K in Q4 2025.
1,422 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

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