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Thoroughbred Financial Services’s Intuitive Surgical ISRG Stock Holding History

Thoroughbred Financial Services’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 		$1.8M Sell
4,414
-88
-2% -$33.6K 0.09% 204
2026
Q2 		$1.79M Sell
4,502
-473
-10% -$207K 0.09% 203
2026
Q1 		$2.29M Buy
4,975
+40
+0.8% +$20.2K 0.14% 144
2025
Q4 		$2.8M Sell
4,935
-77
-2% -$41K 0.17% 120
2025
Q3 		$2.24M Sell
5,012
-1,840
-27% -$883K 0.14% 154
2025
Q2 		$3.72M Sell
6,852
-1,489
-18% -$779K 0.26% 77
2025
Q1 		$4.13M Buy
8,341
+11
+0.1% +$6.08K 0.26% 81
2024
Q4 		$4.35M Sell
8,330
-77
-0.9% -$40.1K 0.27% 72
2024
Q3 		$4.13M Sell
8,407
-57
-0.7% -$26.5K 0.27% 72
2024
Q2 		$3.76M Buy
8,464
+2,394
+39% +$953K 0.25% 82
2024
Q1 		$2.42M Sell
6,070
-2,532
-29% -$957K 0.23% 93
2023
Q4 		$2.9M Buy
8,602
+909
+12% +$271K 0.23% 91
2023
Q3 		$2.25M Buy
7,693
+1,317
+21% +$411K 0.22% 94
2023
Q2 		$2.18M Buy
6,376
+378
+6% +$114K 0.29% 81
2023
Q1 		$1.53M Sell
5,998
-6,092
-50% -$1.5M 0.23% 113
2022
Q4 		$3.21M Buy
12,090
+1,640
+16% +$400K 0.52% 48
2022
Q3 		$1.96M Sell
10,450
-990
-9% -$213K 0.37% 75
2022
Q2 		$2.3M Sell
11,440
-161
-1% -$37.8K 0.42% 56
2022
Q1 		$3.5M Buy
11,601
+2,561
+28% +$748K 0.57% 37
2021
Q4 		$3.25M Buy
9,040
+331
+4% +$114K 0.68% 32
2021
Q3 		$2.89M Sell
8,709
-45
-0.5% -$15.1K 0.7% 33
2021
Q2 		$2.68M Sell
8,754
-399
-4% -$112K 0.67% 35
2021
Q1 		$2.25M Buy
9,153
+642
+8% +$162K 0.63% 37
2020
Q4 		$2.32M Buy
8,511
+477
+6% +$118K 0.72% 34
2020
Q3 		$1.9M Buy
8,034
+168
+2% +$37.7K 0.71% 32
2020
Q2 		$1.49M Sell
7,866
-141
-2% -$25.3K 0.62% 39
2020
Q1 		$1.32M Buy
8,007
+1,698
+27% +$311K 0.47% 60
2019
Q4 		$1.24M Buy
6,309
+537
+9% +$101K 0.41% 72
2019
Q3 		$1.04M Buy
5,772
+825
+17% +$143K 0.39% 80
2019
Q2 		$865K Buy
4,947
+2,394
+94% +$410K 0.33% 83
2019
Q1 		$486K Buy
2,553
+192
+8% +$34.1K 0.2% 124
2018
Q4 		$376K Buy
+2,361
New +$400K 0.18% 123

Other funds holding ISRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Thoroughbred Financial Services's ISRG Position: Q3 2026 in Review

Thoroughbred Financial Services reduced its Intuitive Surgical (ISRG) stake by 2% in Q3 2026, selling an estimated $33.6K and leaving 4,414 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #204.

Thoroughbred Financial Services first reported a position in ISRG in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.35M in Q4 2024. 1,701 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Thoroughbred Financial Services held 4,414 shares of Intuitive Surgical worth $1.8M as of Q3 2026.
  • Thoroughbred Financial Services sold 88 Intuitive Surgical shares in Q3 2026, an estimated $33.6K.
  • Intuitive Surgical made up 0.09% of Thoroughbred Financial Services's portfolio in Q3 2026, its #204 holding.
  • Thoroughbred Financial Services first reported a position in Intuitive Surgical in Q4 2018 and has held it in 32 quarters since.
  • Thoroughbred Financial Services's Intuitive Surgical position peaked at $4.35M in Q4 2024.
  • 1,701 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.