Albion Financial Group’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
Q2 | $17.9K | Sell |
45
-20
| -31% | -$8.74K | ﹤0.01% | 374 |
|
|
2026
Q1 | $30K | Buy |
65
+20
| +44% | +$10.1K | ﹤0.01% | 319 |
|
|
2025
Q4 | $25.5K | Sell |
45
-3
| -6% | -$1.6K | ﹤0.01% | 326 |
|
|
2025
Q3 | $21.5K | Buy |
48
+3
| +7% | +$1.44K | ﹤0.01% | 331 |
|
|
2025
Q2 | $24.5K | Hold |
45
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $22.3K | Hold |
45
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $23.5K | Buy |
+45
| New | +$23.4K | ﹤0.01% | 321 |
|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$1.33M | – | 522 |
|
|
2024
Q2 | $1.33M | Hold |
3,000
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $1.2M | Hold |
3,000
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $1.01M | Hold |
3,000
| – | – | 0.08% | 109 |
|
|
2023
Q3 | $877K | Hold |
3,000
| – | – | 0.08% | 106 |
|
|
2023
Q2 | $1.03M | Sell |
3,000
-15
| -0.5% | -$4.54K | 0.09% | 104 |
|
|
2023
Q1 | $770K | Sell |
3,015
-27
| -0.9% | -$6.65K | 0.07% | 118 |
|
|
2022
Q4 | $807K | Sell |
3,042
-46,555
| -94% | -$11.4M | 0.08% | 111 |
|
|
2022
Q3 | $9.3M | Buy |
49,597
+352
| +0.7% | +$75.6K | 0.96% | 29 |
|
|
2022
Q2 | $9.88M | Buy |
49,245
+962
| +2% | +$226K | 0.98% | 29 |
|
|
2022
Q1 | $14.6M | Buy |
48,283
+2,315
| +5% | +$676K | 1.24% | 24 |
|
|
2021
Q4 | $16.5M | Buy |
45,968
+17
| +0% | +$5.85K | 1.31% | 23 |
|
|
2021
Q3 | $15.2M | Buy |
45,951
+1,053
| +2% | +$354K | 1.33% | 21 |
|
|
2021
Q2 | $13.8M | Buy |
+44,898
| New | +$12.6M | 1.19% | 24 |
|
|
2020
Q4 | $11.1M | Buy |
40,848
+37,773
| +1,228% | +$9.38M | 1.09% | 26 |
|
|
2020
Q3 | $727K | Hold |
3,075
| – | – | 0.08% | 130 |
|
|
2020
Q2 | $584K | Hold |
3,075
| – | – | 0.07% | 135 |
|
|
2020
Q1 | $508K | Buy |
3,075
+60
| +2% | +$11K | 0.07% | 129 |
|
|
2019
Q4 | $594K | Hold |
3,015
| – | – | 0.07% | 133 |
|
|
2019
Q3 | $543K | Hold |
3,015
| – | – | 0.07% | 138 |
|
|
2019
Q2 | $527K | Hold |
3,015
| – | – | 0.07% | 145 |
|
|
2019
Q1 | $573K | Hold |
3,015
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $481K | Hold |
3,015
| – | – | 0.07% | 132 |
|
|
2018
Q3 | $577K | Hold |
3,015
| – | – | 0.08% | 129 |
|
|
2018
Q2 | $481K | Hold |
3,015
| – | – | 0.07% | 137 |
|
|
2018
Q1 | $415K | Hold |
3,015
| – | – | 0.06% | 143 |
|
|
2017
Q4 | $367K | Hold |
3,015
| – | – | 0.06% | 147 |
|
|
2017
Q3 | $350K | Buy |
+3,015
| New | +$329K | 0.05% | 145 |
|
Other funds holding ISRG
Albion Financial Group's ISRG Position: Q2 2026 in Review
Albion Financial Group reduced its Intuitive Surgical (ISRG) stake by 31% in Q2 2026, selling an estimated $8.74K and leaving 45 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #374.
Albion Financial Group first reported a position in ISRG in Q3 2017 and has held it in 34 quarters since. The position peaked at $16.5M in Q4 2021. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Albion Financial Group held 45 shares of Intuitive Surgical worth $17.9K as of Q2 2026.
- Albion Financial Group sold 20 Intuitive Surgical shares in Q2 2026, an estimated $8.74K.
- Intuitive Surgical made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #374 holding.
- Albion Financial Group first reported a position in Intuitive Surgical in Q3 2017 and has held it in 34 quarters since.
- Albion Financial Group's Intuitive Surgical position peaked at $16.5M in Q4 2021.
- 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.