Turner Financial Group’s Intuitive Surgical ISRG Stock Holding History

Turner Financial Group’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	–	Sell	-629	Closed	-$250K	–	114
2026 Q2	$250K	Buy	+629	New	+$275K	0.25%	94

Other funds holding ISRG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Turner Financial Group's ISRG Position: Q3 2026 in Review

Turner Financial Group sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 629 shares — an estimated $250K sold.

Turner Financial Group first reported a position in ISRG in Q2 2026 and held it in 1 quarter. The position peaked at $250K in Q2 2026. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Turner Financial Group reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
Turner Financial Group sold 629 Intuitive Surgical shares in Q3 2026, an estimated $250K.
Turner Financial Group first reported a position in Intuitive Surgical in Q2 2026 and held it in 1 quarter.
Turner Financial Group's Intuitive Surgical position peaked at $250K in Q2 2026.
1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

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