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Whalen Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Whalen Wealth Management’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 		$530K Buy
+1,304
New +$498K 0.23% 107
2026
Q2 		– Sell
-587
Closed -$271K – 208
2026
Q1 		$271K Sell
587
-1,157
-66% -$585K 0.15% 161
2025
Q4 		$988K Buy
+1,744
New +$928K 0.53% 48
2025
Q2 		– Sell
-856
Closed -$424K – 210
2025
Q1 		$424K Buy
+856
New +$473K 0.28% 78

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

Whalen Wealth Management's ISRG Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 1,304 shares worth $530K. The stake represents 0.23% of the portfolio and ranks #107 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in ISRG as recently as Q1 2026.

Whalen Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 4 quarters since. The position peaked at $988K in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Whalen Wealth Management held 1,304 shares of Intuitive Surgical worth $530K as of Q3 2026.
  • Intuitive Surgical was a new Whalen Wealth Management position in Q3 2026.
  • Intuitive Surgical made up 0.23% of Whalen Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Whalen Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Intuitive Surgical position peaked at $988K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.