VisionPoint Advisory Group’s Intuitive Surgical ISRG Stock Holding History

VisionPoint Advisory 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	$297K	Sell	730 -95	-12%	-$36.3K	0.05%	352
2026 Q2	$328K	Sell	825 -60	-7%	-$26.2K	0.05%	337
2026 Q1	$408K	Buy	885 +82	+10%	+$41.5K	0.08%	260
2025 Q4	$455K	Buy	803 +16	+2%	+$8.52K	0.09%	226
2025 Q3	$352K	Sell	787 -40	-5%	-$19.2K	0.07%	268
2025 Q2	$449K	Buy	+827	New	+$432K	0.1%	197
2024 Q3	–	Sell	-34	Closed	-$15.1K	–	504
2024 Q2	$15.1K	Buy	34 +27	+386%	+$10.8K	0.01%	440
2024 Q1	$2.79K	Hold	7	–	–	﹤0.01%	633
2023 Q4	$2.36K	Buy	+7	New	+$2.09K	﹤0.01%	596

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

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

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

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

VisionPoint Advisory Group's ISRG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Intuitive Surgical (ISRG) stake by 12% in Q3 2026, selling an estimated $36.3K and leaving 730 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #352.

VisionPoint Advisory Group first reported a position in ISRG in Q4 2023 and has held it in 9 quarters since. The position peaked at $455K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

VisionPoint Advisory Group held 730 shares of Intuitive Surgical worth $297K as of Q3 2026.
VisionPoint Advisory Group sold 95 Intuitive Surgical shares in Q3 2026, an estimated $36.3K.
Intuitive Surgical made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #352 holding.
VisionPoint Advisory Group first reported a position in Intuitive Surgical in Q4 2023 and has held it in 9 quarters since.
VisionPoint Advisory Group's Intuitive Surgical position peaked at $455K in Q4 2025.
94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.