Waldron Private Wealth
ISRG icon

Waldron Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Waldron Private Wealth’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 		$273K Sell
671
-30
-4% -$11.5K 0.01% 296
2026
Q2 		$279K Sell
701
-5
-0.7% -$2.18K 0.01% 301
2026
Q1 		$325K Buy
706
+141
+25% +$71.3K 0.01% 262
2025
Q4 		$320K Sell
565
-47
-8% -$25K 0.01% 257
2025
Q3 		$274K Sell
612
-157
-20% -$75.3K 0.01% 270
2025
Q2 		$418K Sell
769
-181
-19% -$94.6K 0.02% 207
2025
Q1 		$471K Sell
950
-2,114
-69% -$1.17M 0.02% 189
2024
Q4 		$1.6M Buy
3,064
+617
+25% +$321K 0.06% 127
2024
Q3 		$1.2M Sell
2,447
-6
-0.2% -$2.79K 0.05% 149
2024
Q2 		$1.09M Buy
2,453
+238
+11% +$94.8K 0.05% 151
2024
Q1 		$884K Buy
2,215
+109
+5% +$41.2K 0.04% 178
2023
Q4 		$710K Sell
2,106
-235
-10% -$70.1K 0.03% 192
2023
Q3 		$684K Sell
2,341
-69
-3% -$21.5K 0.04% 187
2023
Q2 		$824K Buy
2,410
+350
+17% +$106K 0.04% 173
2023
Q1 		$526K Buy
2,060
+65
+3% +$16K 0.03% 243
2022
Q4 		$373K Hold
1,995
– – 0.02% 274
2022
Q3 		$373K Buy
1,995
+191
+11% +$41K 0.02% 274
2022
Q2 		$362K Buy
1,804
+80
+5% +$18.8K 0.02% 276
2022
Q1 		$520K Buy
1,724
+176
+11% +$51.4K 0.03% 253
2021
Q4 		$556K Buy
1,548
+96
+7% +$33K 0.03% 245
2021
Q3 		$481K Buy
1,452
+426
+42% +$143K 0.03% 232
2021
Q2 		$314K Buy
+1,026
New +$288K 0.02% 266
2020
Q1 		– Sell
-1,116
Closed -$219K – 267
2019
Q4 		$219K Buy
+1,116
New +$209K 0.02% 248

Other funds holding ISRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Waldron Private Wealth's ISRG Position: Q3 2026 in Review

Waldron Private Wealth reduced its Intuitive Surgical (ISRG) stake by 4.3% in Q3 2026, selling an estimated $11.5K and leaving 671 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #296.

Waldron Private Wealth first reported a position in ISRG in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.6M in Q4 2024. 1,452 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Waldron Private Wealth held 671 shares of Intuitive Surgical worth $273K as of Q3 2026.
  • Waldron Private Wealth sold 30 Intuitive Surgical shares in Q3 2026, an estimated $11.5K.
  • Intuitive Surgical made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #296 holding.
  • Waldron Private Wealth first reported a position in Intuitive Surgical in Q4 2019 and has held it in 23 quarters since.
  • Waldron Private Wealth's Intuitive Surgical position peaked at $1.6M in Q4 2024.
  • 1,452 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.