AFT Forsyth & Company’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.33M | Sell |
9,399
-25
| -0.3% | -$12.6K | 2.04% | 10 |
|
|
2025
Q4 | $5.34M | Buy |
9,424
+45
| +0.5% | +$24K | 2.3% | 10 |
|
|
2025
Q3 | $4.19M | Buy |
9,379
+275
| +3% | +$132K | 2.01% | 9 |
|
|
2025
Q2 | $4.95M | Sell |
9,104
-10
| -0.1% | -$5.23K | 2.53% | 8 |
|
|
2025
Q1 | $4.51M | Sell |
9,114
-95
| -1% | -$52.5K | 2.43% | 9 |
|
|
2024
Q4 | $4.81M | Sell |
9,209
-120
| -1% | -$62.5K | 2.36% | 9 |
|
|
2024
Q3 | $4.58M | Buy |
9,329
+80
| +0.9% | +$37.2K | 2.26% | 9 |
|
|
2024
Q2 | $4.11M | Buy |
9,249
+400
| +5% | +$159K | 2.02% | 10 |
|
|
2024
Q1 | $3.53M | Sell |
8,849
-405
| -4% | -$153K | 2.01% | 9 |
|
|
2023
Q4 | $3.12M | Buy |
9,254
+90
| +1% | +$26.8K | 1.96% | 11 |
|
|
2023
Q3 | $2.68M | Buy |
9,164
+185
| +2% | +$57.8K | 1.96% | 10 |
|
|
2023
Q2 | $3.07M | Sell |
8,979
-240
| -3% | -$72.6K | 2.18% | 9 |
|
|
2023
Q1 | $2.36M | Sell |
9,219
-205
| -2% | -$50.5K | 1.82% | 9 |
|
|
2022
Q4 | $2.5M | Sell |
9,424
-975
| -9% | -$238K | 2.13% | 9 |
|
|
2022
Q3 | $1.95M | Sell |
10,399
-160
| -2% | -$34.4K | 1.74% | 11 |
|
|
2022
Q2 | $2.12M | Sell |
10,559
-189
| -2% | -$44.3K | 1.71% | 13 |
|
|
2022
Q1 | $3.24M | Sell |
10,748
-1,555
| -13% | -$454K | 2.07% | 9 |
|
|
2021
Q4 | $4.42M | Sell |
12,303
-15
| -0.1% | -$5.16K | 2.27% | 6 |
|
|
2021
Q3 | $4.08M | Buy |
12,318
+138
| +1% | +$46.3K | 2.19% | 8 |
|
|
2021
Q2 | $3.73M | Buy |
12,180
+585
| +5% | +$164K | 1.99% | 9 |
|
|
2021
Q1 | $2.86M | Buy |
11,595
+3,333
| +40% | +$839K | 1.71% | 11 |
|
|
2020
Q4 | $2.25M | Buy |
8,262
+270
| +3% | +$67K | 1.41% | 11 |
|
|
2020
Q3 | $1.89M | Buy |
7,992
+36
| +0.5% | +$8.08K | 1.41% | 14 |
|
|
2020
Q2 | $1.51M | Sell |
7,956
-3,855
| -33% | -$691K | 1.27% | 17 |
|
|
2020
Q1 | $1.95M | Buy |
11,811
+120
| +1% | +$22K | 1.96% | 10 |
|
|
2019
Q4 | $2.3M | Buy |
11,691
+246
| +2% | +$46.1K | 1.76% | 11 |
|
|
2019
Q3 | $2.06M | Buy |
11,445
+513
| +5% | +$88.7K | 1.7% | 13 |
|
|
2019
Q2 | $1.91M | Buy |
10,932
+1,470
| +16% | +$252K | 1.57% | 13 |
|
|
2019
Q1 | $1.8M | Buy |
9,462
+435
| +5% | +$77.3K | 1.56% | 13 |
|
|
2018
Q4 | $1.44M | Buy |
9,027
+2,970
| +49% | +$503K | 1.43% | 16 |
|
|
2018
Q3 | $1.16M | Buy |
6,057
+120
| +2% | +$21.3K | 0.96% | 33 |
|
|
2018
Q2 | $947K | Buy |
5,937
+555
| +10% | +$84.6K | 0.83% | 40 |
|
|
2018
Q1 | $741K | Buy |
5,382
+1,710
| +47% | +$239K | 0.69% | 49 |
|
|
2017
Q4 | $447K | Buy |
+3,672
| New | +$460K | 0.44% | 83 |
|
Other funds holding ISRG
VCM
VPM
AFT Forsyth & Company's ISRG Position: Q1 2026 in Review
AFT Forsyth & Company reduced its Intuitive Surgical (ISRG) stake by 0.27% in Q1 2026, selling an estimated $12.6K and leaving 9,399 shares worth $4.33M. The position accounts for 2.04% of the portfolio, ranked #10.
AFT Forsyth & Company first reported a position in ISRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.34M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- AFT Forsyth & Company held 9,399 shares of Intuitive Surgical worth $4.33M as of Q1 2026.
- AFT Forsyth & Company sold 25 Intuitive Surgical shares in Q1 2026, an estimated $12.6K.
- Intuitive Surgical made up 2.04% of AFT Forsyth & Company's portfolio in Q1 2026, its #10 holding.
- AFT Forsyth & Company first reported a position in Intuitive Surgical in Q4 2017 and has held it in 34 quarters since.
- AFT Forsyth & Company's Intuitive Surgical position peaked at $5.34M in Q4 2025.
- 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.