Third View Private Wealth
ISRG icon

Third View Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Third View Private Wealth’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 		$3.02M Sell
7,417
-92
-1% -$35.1K 0.36% 70
2026
Q2 		$2.99M Sell
7,509
-47
-0.6% -$20.5K 0.37% 68
2026
Q1 		$3.48M Buy
7,556
+333
+5% +$168K 0.48% 52
2025
Q4 		$4.09M Buy
+7,223
New +$3.85M 0.55% 35

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Third View Private Wealth's ISRG Position: Q3 2026 in Review

Third View Private Wealth reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q3 2026, selling an estimated $35.1K and leaving 7,417 shares worth $3.02M. The position accounts for 0.36% of the portfolio, ranked #70.

Third View Private Wealth first reported a position in ISRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.09M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Third View Private Wealth held 7,417 shares of Intuitive Surgical worth $3.02M as of Q3 2026.
  • Third View Private Wealth sold 92 Intuitive Surgical shares in Q3 2026, an estimated $35.1K.
  • Intuitive Surgical made up 0.36% of Third View Private Wealth's portfolio in Q3 2026, its #70 holding.
  • Third View Private Wealth first reported a position in Intuitive Surgical in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Intuitive Surgical position peaked at $4.09M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.