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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ISRG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ISRG Position History
Intuitive Surgical, Inc. • Healthcare
Quarters held
9
Latest value
$42K
Q3 2026
Peak value
$84.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $59.9M |
| Q4 2025 | $84.1M |
| Q1 2026 | $37.7M |
| Q2 2026 | $41M |
| Q2 2026 | $35K |
| Q2 2026 | $35K |
| Q3 2026 | $64.7M |
| Q3 2026 | $42K |
| Q3 2026 | $42K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42K | 100 | — | — |
| Q3 2026 | $42K | 100 | — | — |
| Q3 2026 | $64.7M | 174.3K | — | — |
| Q2 2026 | $35K | 100 | — | — |
| Q2 2026 | $35K | 100 | — | — |
| Q2 2026 | $41M | 117.0K | — | — |
| Q1 2026 | $37.7M | 99.8K | — | — |
| Q4 2025 | $84.1M | 141.0K | — | — |
| Q3 2025 | $59.9M | 135.8K | — | — |
Other funds holding ISRG
$17.2B
$15.3B
$13.5B
$8.9B
$8.5B
$7.6B