Ullmann Wealth Partners Group
ISRG icon

Ullmann Wealth Partners Group’s Intuitive Surgical ISRG Stock Holding History

Ullmann Wealth Partners 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 		$561K Sell
1,380
-6
-0.4% -$2.29K 0.05% 103
2026
Q2 		$551K Sell
1,386
-33
-2% -$14.4K 0.05% 109
2026
Q1 		$654K Buy
1,419
+75
+6% +$37.9K 0.07% 91
2025
Q4 		$718K Sell
1,344
-3
-0.2% -$1.6K 0.07% 85
2025
Q3 		$602K Sell
1,347
-25
-2% -$12K 0.07% 89
2025
Q2 		$746K Buy
1,372
+46
+3% +$24.1K 0.09% 76
2025
Q1 		$657K Sell
1,326
-4
-0.3% -$2.21K 0.09% 75
2024
Q4 		$694K Buy
1,330
+1
+0.1% +$521 0.09% 76
2024
Q3 		$653K Buy
1,329
+21
+2% +$9.8K 0.08% 75
2024
Q2 		$582K Buy
1,308
+79
+6% +$31.5K 0.08% 68
2024
Q1 		$490K Buy
1,229
+66
+6% +$24.9K 0.07% 73
2023
Q4 		$392K Buy
1,163
+40
+4% +$11.9K 0.06% 77
2023
Q3 		$328K Buy
1,123
+136
+14% +$42.5K 0.06% 79
2023
Q2 		$337K Buy
987
+42
+4% +$12.7K 0.07% 74
2023
Q1 		$241K Hold
945
– – 0.05% 82
2022
Q4 		$251K Buy
+945
New +$230K 0.06% 76
2022
Q2 		– Sell
-945
Closed -$285K – 85
2022
Q1 		$285K Hold
945
– – 0.07% 68
2021
Q4 		$340K Hold
945
– – 0.09% 65
2021
Q3 		$313K Buy
945
+45
+5% +$15.1K 0.12% 62
2021
Q2 		$276K Hold
900
– – 0.11% 66
2021
Q1 		$222K Hold
900
– – 0.1% 74
2020
Q4 		$245K Hold
900
– – 0.12% 62
2020
Q3 		$213K Buy
+900
New +$202K 0.12% 66

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

Ullmann Wealth Partners Group's ISRG Position: Q3 2026 in Review

Ullmann Wealth Partners Group reduced its Intuitive Surgical (ISRG) stake by 0.43% in Q3 2026, selling an estimated $2.29K and leaving 1,380 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #103.

Ullmann Wealth Partners Group first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $746K in Q2 2025. 1,734 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Ullmann Wealth Partners Group held 1,380 shares of Intuitive Surgical worth $561K as of Q3 2026.
  • Ullmann Wealth Partners Group sold 6 Intuitive Surgical shares in Q3 2026, an estimated $2.29K.
  • Intuitive Surgical made up 0.05% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #103 holding.
  • Ullmann Wealth Partners Group first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • Ullmann Wealth Partners Group's Intuitive Surgical position peaked at $746K in Q2 2025.
  • 1,734 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.