Wealth Enhancement Advisory Services
ISRG icon

Wealth Enhancement Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Wealth Enhancement Advisory Services’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 		$64.7M Buy
174,342
+57,299
+49% +$21.9M 0.1% 192
2026
Q2 		$41M Buy
117,043
+17,220
+17% +$7.52M 0.07% 249
2026
Q1 		$37.7M Sell
99,823
-41,140
-29% -$20.8M 0.08% 246
2025
Q4 		$84.1M Buy
140,963
+5,206
+4% +$2.77M 0.11% 168
2025
Q3 		$59.9M Buy
135,757
+3,950
+3% +$1.9M 0.09% 216
2025
Q2 		$71.8M Buy
131,807
+6,508
+5% +$3.4M 0.12% 169
2025
Q1 		$62.1M Sell
125,299
-138,734
-53% -$76.7M 0.12% 172
2024
Q4 		$138M Buy
264,033
+108,153
+69% +$56.3M 0.26% 69
2024
Q3 		$76.6M Buy
155,880
+1,207
+0.8% +$562K 0.16% 126
2024
Q2 		$68.8M Sell
154,673
-1,783
-1% -$710K 0.16% 129
2024
Q1 		$62.4M Buy
156,456
+6,712
+4% +$2.54M 0.16% 134
2023
Q4 		$50.5M Buy
149,744
+3,703
+3% +$1.1M 0.15% 149
2023
Q3 		$42.7M Buy
146,041
+144,780
+11,481% +$45.2M 0.14% 147
2023
Q2 		$431K Buy
1,261
+63
+5% +$19.1K ﹤0.01% 372
2023
Q1 		$306K Buy
+1,198
New +$295K ﹤0.01% 438
2022
Q3 		– Sell
-7,252
Closed -$1.51M – 351
2022
Q2 		$1.51M Buy
+7,252
New +$1.7M 0.02% 220
2021
Q4 		– Sell
-4,041
Closed -$1.41M – 313
2021
Q3 		$1.41M Buy
+4,041
New +$1.36M 0.02% 170
2020
Q1 		– Sell
-13,080
Closed -$2.58M – 250
2019
Q4 		$2.58M Buy
13,080
+1,944
+17% +$364K 0.09% 95
2019
Q3 		$1.92M Buy
+11,136
New +$1.93M 0.08% 107
2019
Q2 		– Sell
-18,417
Closed -$3.07M – 229
2019
Q1 		$3.07M Buy
+18,417
New +$3.27M 0.17% 50
2018
Q4 		– Sell
-8,538
Closed -$1.38M – 183
2018
Q3 		$1.38M Buy
+8,538
New +$1.52M 0.08% 90
2018
Q1 		– Sell
-18,078
Closed -$2.52M – 162
2017
Q4 		$2.52M Sell
18,078
-2,871
-14% -$359K 0.18% 63
2017
Q3 		$2.52M Buy
+20,949
New +$2.28M 0.21% 55

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's ISRG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Intuitive Surgical (ISRG) stake by 49% in Q3 2026, buying an estimated $21.9M and bringing the position to 174,342 shares worth $64.7M. The position accounts for 0.1% of the portfolio, ranked #192.

Wealth Enhancement Advisory Services first reported a position in ISRG in Q3 2017 and has held it in 23 quarters since. The position peaked at $138M in Q4 2024. 1,245 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 174,342 shares of Intuitive Surgical worth $64.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 57,299 Intuitive Surgical shares in Q3 2026, an estimated $21.9M.
  • Intuitive Surgical made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #192 holding.
  • Wealth Enhancement Advisory Services first reported a position in Intuitive Surgical in Q3 2017 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Intuitive Surgical position peaked at $138M in Q4 2024.
  • 1,245 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.