WD Rutherford
ISRG icon

WD Rutherford’s Intuitive Surgical ISRG Stock Holding History

WD Rutherford’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 		$429K Sell
1,056
-1,266
-55% -$483K 0.16% 68
2026
Q2 		$923K Sell
2,322
-5,594
-71% -$2.44M 0.33% 55
2026
Q1 		$3.65M Sell
7,916
-154
-2% -$77.9K 1.62% 30
2025
Q4 		$4.57M Sell
8,070
-121
-1% -$64.4K 1.91% 18
2025
Q3 		$3.66M Buy
8,191
+71
+0.9% +$34.1K 1.56% 28
2025
Q2 		$4.41M Sell
8,120
-260
-3% -$136K 2.03% 18
2025
Q1 		$4.09M Buy
8,380
+70
+0.8% +$38.7K 2.18% 17
2024
Q4 		$4.34M Buy
8,310
+750
+10% +$391K 2.06% 17
2024
Q3 		$3.71M Sell
7,560
-286
-4% -$133K 1.81% 25
2024
Q2 		$3.49M Sell
7,846
-265
-3% -$106K 1.75% 23
2024
Q1 		$3.24M Sell
8,111
-290
-3% -$110K 1.68% 27
2023
Q4 		$3.16M Sell
8,401
-50
-0.6% -$14.9K 1.84% 25
2023
Q3 		$2.47M Sell
8,451
-2,609
-24% -$815K 1.69% 32
2023
Q2 		$3.78M Hold
11,060
– – 2.42% 15
2023
Q1 		$2.83M Hold
11,060
– – 1.99% 24
2022
Q4 		$2.96M Sell
11,060
-415
-4% -$101K 2.32% 19
2022
Q3 		$2.15M Sell
11,475
-135
-1% -$29K 1.73% 28
2022
Q2 		$2.33M Buy
11,610
+20
+0.2% +$4.69K 1.8% 24
2022
Q1 		$3.5M Buy
11,590
+25
+0.2% +$7.3K 2% 20
2021
Q4 		$4.16M Sell
11,565
-135
-1% -$46.4K 2.1% 17
2021
Q3 		$3.88M Sell
11,700
-105
-0.9% -$35.3K 2.11% 22
2021
Q2 		$3.62M Sell
11,805
-15
-0.1% -$4.21K 2.01% 24
2021
Q1 		$2.91M Buy
11,820
+735
+7% +$185K 1.81% 27
2020
Q4 		$3.02M Buy
+11,085
New +$2.75M 1.91% 26

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

WD Rutherford's ISRG Position: Q3 2026 in Review

WD Rutherford reduced its Intuitive Surgical (ISRG) stake by 55% in Q3 2026, selling an estimated $483K and leaving 1,056 shares worth $429K. The position accounts for 0.16% of the portfolio, ranked #68.

WD Rutherford first reported a position in ISRG in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.57M in Q4 2025. 941 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • WD Rutherford held 1,056 shares of Intuitive Surgical worth $429K as of Q3 2026.
  • WD Rutherford sold 1,266 Intuitive Surgical shares in Q3 2026, an estimated $483K.
  • Intuitive Surgical made up 0.16% of WD Rutherford's portfolio in Q3 2026, its #68 holding.
  • WD Rutherford first reported a position in Intuitive Surgical in Q4 2020 and has held it in 24 quarters since.
  • WD Rutherford's Intuitive Surgical position peaked at $4.57M in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.