WPC
ISRG icon

Wedmont Private Capital’s Intuitive Surgical ISRG Stock Holding History

Wedmont Private Capital’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 		$3.39M Buy
8,163
+2,785
+52% +$1.06M 0.08% 138
2026
Q2 		$2.19M Sell
5,378
-906
-14% -$396K 0.06% 174
2026
Q1 		$2.9M Buy
6,284
+67
+1% +$33.9K 0.09% 127
2025
Q4 		$3.68M Buy
6,217
+269
+5% +$143K 0.13% 95
2025
Q3 		$2.62M Sell
5,948
-742
-11% -$356K 0.1% 122
2025
Q2 		$3.53M Buy
6,690
+258
+4% +$135K 0.15% 83
2025
Q1 		$3.17M Buy
6,432
+330
+5% +$182K 0.16% 77
2024
Q4 		$3.34M Buy
6,102
+431
+8% +$224K 0.18% 72
2024
Q3 		$2.67M Buy
5,671
+912
+19% +$425K 0.15% 80
2024
Q2 		$2.11M Buy
4,759
+365
+8% +$145K 0.13% 96
2024
Q1 		$1.72M Buy
4,394
+365
+9% +$138K 0.13% 103
2023
Q4 		$1.32M Buy
4,029
+1,666
+71% +$497K 0.11% 124
2023
Q3 		$696K Buy
2,363
+287
+14% +$89.6K 0.07% 191
2023
Q2 		$735K Buy
2,076
+253
+14% +$76.5K 0.08% 174
2023
Q1 		$472K Sell
1,823
-969
-35% -$239K 0.06% 235
2022
Q4 		$755K Buy
2,792
+720
+35% +$176K 0.11% 141
2022
Q3 		$388K Buy
+2,072
New +$445K 0.08% 202
2022
Q2 		– Sell
-1,690
Closed -$511K – 361
2022
Q1 		$511K Buy
1,690
+755
+81% +$221K 0.11% 140
2021
Q4 		$293K Buy
+935
New +$322K 0.09% 176

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

Wedmont Private Capital's ISRG Position: Q3 2026 in Review

Wedmont Private Capital increased its Intuitive Surgical (ISRG) stake by 52% in Q3 2026, buying an estimated $1.06M and bringing the position to 8,163 shares worth $3.39M. The position accounts for 0.08% of the portfolio, ranked #138.

Wedmont Private Capital first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.68M in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Wedmont Private Capital held 8,163 shares of Intuitive Surgical worth $3.39M as of Q3 2026.
  • Wedmont Private Capital bought 2,785 Intuitive Surgical shares in Q3 2026, an estimated $1.06M.
  • Intuitive Surgical made up 0.08% of Wedmont Private Capital's portfolio in Q3 2026, its #138 holding.
  • Wedmont Private Capital first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Intuitive Surgical position peaked at $3.68M in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.