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Three Bearings Fiduciary Advisors’s Intuitive Surgical ISRG Stock Holding History

Three Bearings Fiduciary 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
Q2 		$2.39K Hold
6
– – ﹤0.01% 204
2026
Q1 		$2.77K Hold
6
– – ﹤0.01% 190
2025
Q4 		$3.03K Buy
+6
New +$3.19K ﹤0.01% 194

Other funds holding ISRG

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Three Bearings Fiduciary Advisors's ISRG Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 6 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Three Bearings Fiduciary Advisors first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.03K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 6 shares of Intuitive Surgical worth $2.39K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #204 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Intuitive Surgical position peaked at $3.03K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.