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WoodTrust Financial’s Intuitive Surgical ISRG Stock Holding History

WoodTrust Financial’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 		$2.39M Buy
5,870
+1,700
+41% +$649K 0.29% 55
2026
Q2 		$1.66M Buy
4,170
+1,000
+32% +$437K 0.2% 70
2026
Q1 		$1.46M Sell
3,170
-1,010
-24% -$511K 0.19% 71
2025
Q4 		$2.37M Buy
4,180
+20
+0.5% +$10.6K 0.28% 52
2025
Q3 		$1.86M Hold
4,160
– – 0.22% 62
2025
Q2 		$2.26M Sell
4,160
-300
-7% -$157K 0.29% 49
2025
Q1 		$2.21M Buy
4,460
+250
+6% +$138K 0.31% 50
2024
Q4 		$2.2M Sell
4,210
-2
-0% -$1.04K 0.31% 51
2024
Q3 		$2.07M Hold
4,212
– – 0.29% 57
2024
Q2 		$1.87M Sell
4,212
-50
-1% -$19.9K 0.29% 61
2024
Q1 		$1.7M Buy
4,262
+2
+0% +$756 0.27% 64
2023
Q4 		$1.44M Sell
4,260
-162
-4% -$48.3K 0.25% 64
2023
Q3 		$1.29M Buy
4,422
+162
+4% +$50.6K 0.25% 64
2023
Q2 		$1.46M Hold
4,260
– – 0.27% 63
2023
Q1 		$1.09M Hold
4,260
– – 0.21% 75
2022
Q4 		$1.13M Sell
4,260
-805
-16% -$196K 0.23% 67
2022
Q3 		$950K Hold
5,065
– – 0.21% 75
2022
Q2 		$1.02M Buy
5,065
+1,920
+61% +$450K 0.23% 68
2022
Q1 		$949K Buy
3,145
+950
+43% +$278K 0.19% 76
2021
Q4 		$788K Buy
2,195
+20
+0.9% +$6.88K 0.16% 80
2021
Q3 		$720K Buy
2,175
+870
+67% +$292K 0.17% 74
2021
Q2 		$400K Buy
1,305
+405
+45% +$114K 0.11% 72
2021
Q1 		$222K Sell
900
-90
-9% -$22.6K 0.07% 93
2020
Q4 		$270K Sell
990
-75
-7% -$18.6K 0.08% 78
2020
Q3 		$252K Hold
1,065
– – 0.09% 85
2020
Q2 		$202K Buy
+1,065
New +$191K 0.08% 85

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

WoodTrust Financial's ISRG Position: Q3 2026 in Review

WoodTrust Financial increased its Intuitive Surgical (ISRG) stake by 41% in Q3 2026, buying an estimated $649K and bringing the position to 5,870 shares worth $2.39M. The position accounts for 0.29% of the portfolio, ranked #55.

WoodTrust Financial first reported a position in ISRG in Q2 2020 and has held it in 26 quarters since. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • WoodTrust Financial held 5,870 shares of Intuitive Surgical worth $2.39M as of Q3 2026.
  • WoodTrust Financial bought 1,700 Intuitive Surgical shares in Q3 2026, an estimated $649K.
  • Intuitive Surgical made up 0.29% of WoodTrust Financial's portfolio in Q3 2026, its #55 holding.
  • WoodTrust Financial first reported a position in Intuitive Surgical in Q2 2020 and has held it in 26 quarters since.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.