JTBR
ISRG icon

James T. Borello RIA’s Intuitive Surgical ISRG Stock Holding History

James T. Borello RIA’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 		$43.1K Buy
106
+41
+63% +$15.6K 0.01% 264
2026
Q2 		$25.8K Sell
65
-53
-45% -$23.2K 0.01% 351
2026
Q1 		$54.4K Buy
118
+52
+79% +$26.3K 0.01% 213
2025
Q4 		$37.4K Buy
66
+39
+144% +$20.8K 0.01% 198
2025
Q3 		$12.1K Buy
+27
New +$13K ﹤0.01% 283

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's ISRG Position: Q3 2026 in Review

James T. Borello RIA increased its Intuitive Surgical (ISRG) stake by 63% in Q3 2026, buying an estimated $15.6K and bringing the position to 106 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #264.

James T. Borello RIA first reported a position in ISRG in Q3 2025 and has held it in 5 quarters since. The position peaked at $54.4K in Q1 2026. 415 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • James T. Borello RIA held 106 shares of Intuitive Surgical worth $43.1K as of Q3 2026.
  • James T. Borello RIA bought 41 Intuitive Surgical shares in Q3 2026, an estimated $15.6K.
  • Intuitive Surgical made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #264 holding.
  • James T. Borello RIA first reported a position in Intuitive Surgical in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Intuitive Surgical position peaked at $54.4K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.