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Toth Financial Advisory’s Intuitive Surgical ISRG Stock Holding History

Toth Financial Advisory’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 		$365K Buy
897
+507
+130% +$194K 0.04% 191
2026
Q2 		$155K Hold
390
– – 0.02% 254
2026
Q1 		$180K Sell
390
-5
-1% -$2.53K 0.02% 227
2025
Q4 		$224K Buy
395
+15
+4% +$7.99K 0.02% 209
2025
Q3 		$170K Buy
380
+200
+111% +$96K 0.02% 228
2025
Q2 		$97.8K Sell
180
-3
-2% -$1.57K 0.01% 244
2025
Q1 		$90.6K Buy
183
+3
+2% +$1.66K 0.01% 247
2024
Q4 		$94K Hold
180
– – 0.01% 244
2024
Q3 		$88.4K Buy
180
+60
+50% +$27.9K 0.01% 242
2024
Q2 		$53.4K Hold
120
– – 0.01% 287
2024
Q1 		$47.9K Sell
120
-29
-19% -$11K 0.01% 295
2023
Q4 		$50.3K Hold
149
– – 0.01% 297
2023
Q3 		$43.6K Buy
149
+26
+21% +$8.12K 0.01% 288
2023
Q2 		$42.1K Sell
123
-96
-44% -$29K 0.01% 292
2023
Q1 		$55.9K Buy
219
+18
+9% +$4.43K 0.01% 260
2022
Q4 		$53.3K Hold
201
– – 0.01% 273
2022
Q3 		$38K Sell
201
-5
-2% -$1.07K 0.01% 300
2022
Q2 		$41K Buy
206
+5
+2% +$1.17K 0.01% 290
2022
Q1 		$61K Sell
201
-9
-4% -$2.63K 0.01% 267
2021
Q4 		$75K Hold
210
– – 0.01% 265
2021
Q3 		$70K Buy
210
+9
+4% +$3.02K 0.01% 270
2021
Q2 		$62K Hold
201
– – 0.01% 270
2021
Q1 		$50K Sell
201
-1,419
-88% -$357K 0.01% 292
2020
Q4 		$442K Sell
1,620
-255
-14% -$63.3K 0.08% 144
2020
Q3 		$443K Buy
1,875
+255
+16% +$57.3K 0.09% 138
2020
Q2 		$308K Buy
1,620
+1,170
+260% +$210K 0.07% 142
2020
Q1 		$74K Sell
450
-2,547
-85% -$466K 0.02% 157
2019
Q4 		$591K Buy
+2,997
New +$561K 0.12% 117

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Toth Financial Advisory's ISRG Position: Q3 2026 in Review

Toth Financial Advisory increased its Intuitive Surgical (ISRG) stake by 130% in Q3 2026, buying an estimated $194K and bringing the position to 897 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #191.

Toth Financial Advisory first reported a position in ISRG in Q4 2019 and has held it in 28 quarters since. The position peaked at $591K in Q4 2019. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Toth Financial Advisory held 897 shares of Intuitive Surgical worth $365K as of Q3 2026.
  • Toth Financial Advisory bought 507 Intuitive Surgical shares in Q3 2026, an estimated $194K.
  • Intuitive Surgical made up 0.04% of Toth Financial Advisory's portfolio in Q3 2026, its #191 holding.
  • Toth Financial Advisory first reported a position in Intuitive Surgical in Q4 2019 and has held it in 28 quarters since.
  • Toth Financial Advisory's Intuitive Surgical position peaked at $591K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.