Alpha Cubed Investments’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $58.2M | Buy |
102,781
+10,181
| +11% | +$5.42M | 1.99% | 17 |
|
|
2025
Q3 | $41.4M | Buy |
92,600
+10,677
| +13% | +$5.12M | 1.44% | 19 |
|
|
2025
Q2 | $44.5M | Buy |
81,923
+15,890
| +24% | +$8.31M | 1.69% | 18 |
|
|
2025
Q1 | $32.7M | Sell |
66,033
-28,615
| -30% | -$15.8M | 1.46% | 19 |
|
|
2024
Q4 | $49.4M | Sell |
94,648
-5,147
| -5% | -$2.68M | 2.26% | 14 |
|
|
2024
Q3 | $49M | Buy |
99,795
+4,657
| +5% | +$2.17M | 2.18% | 15 |
|
|
2024
Q2 | $42.3M | Buy |
95,138
+26,802
| +39% | +$10.7M | 2.02% | 14 |
|
|
2024
Q1 | $27.3M | Sell |
68,336
-4,831
| -7% | -$1.83M | 1.42% | 23 |
|
|
2023
Q4 | $24.7M | Sell |
73,167
-50,068
| -41% | -$14.9M | 1.38% | 22 |
|
|
2023
Q3 | $36M | Buy |
123,235
+36,549
| +42% | +$11.4M | 2.42% | 9 |
|
|
2023
Q2 | $29.6M | Buy |
86,686
+42,738
| +97% | +$12.9M | 2% | 10 |
|
|
2023
Q1 | $11.2M | Sell |
43,948
-386
| -0.9% | -$95.1K | 0.81% | 43 |
|
|
2022
Q4 | $11.8M | Buy |
44,334
+11,118
| +33% | +$2.71M | 0.89% | 41 |
|
|
2022
Q3 | $6.23M | Buy |
33,216
+3,522
| +12% | +$756K | 0.49% | 57 |
|
|
2022
Q2 | $5.96M | Buy |
29,694
+24,782
| +505% | +$5.81M | 0.43% | 52 |
|
|
2022
Q1 | $1.48M | Sell |
4,912
-15,625
| -76% | -$4.56M | 0.09% | 112 |
|
|
2021
Q4 | $7.38M | Buy |
20,537
+2,831
| +16% | +$974K | 0.48% | 56 |
|
|
2021
Q3 | $5.87M | Buy |
17,706
+873
| +5% | +$293K | 0.44% | 56 |
|
|
2021
Q2 | $5.16M | Sell |
16,833
-12,423
| -42% | -$3.49M | 0.37% | 64 |
|
|
2021
Q1 | $7.21M | Buy |
29,256
+6,300
| +27% | +$1.58M | 0.56% | 54 |
|
|
2020
Q4 | $6.26M | Buy |
22,956
+1,236
| +6% | +$307K | 0.53% | 58 |
|
|
2020
Q3 | $5.14M | Sell |
21,720
-375
| -2% | -$84.2K | 0.49% | 57 |
|
|
2020
Q2 | $4.2M | Sell |
22,095
-1,620
| -7% | -$290K | 0.46% | 56 |
|
|
2020
Q1 | $3.92M | Sell |
23,715
-9,249
| -28% | -$1.69M | 0.47% | 53 |
|
|
2019
Q4 | $6.5M | Buy |
32,964
+12,597
| +62% | +$2.36M | 0.67% | 42 |
|
|
2019
Q3 | $3.67M | Buy |
20,367
+237
| +1% | +$41K | 0.43% | 51 |
|
|
2019
Q2 | $3.52M | Sell |
20,130
-1,512
| -7% | -$259K | 0.41% | 59 |
|
|
2019
Q1 | $4.12M | Buy |
21,642
+11,802
| +120% | +$2.1M | 0.5% | 53 |
|
|
2018
Q4 | $1.57M | Buy |
9,840
+6,852
| +229% | +$1.16M | 0.24% | 72 |
|
|
2018
Q3 | $502K | Sell |
2,988
-555
| -16% | -$98.6K | 0.06% | 159 |
|
|
2018
Q2 | $565K | Buy |
3,543
+15
| +0.4% | +$2.29K | 0.07% | 112 |
|
|
2018
Q1 | $485K | Buy |
3,528
+108
| +3% | +$15.1K | 0.06% | 130 |
|
|
2017
Q4 | $416K | Sell |
3,420
-342
| -9% | -$42.8K | 0.05% | 156 |
|
|
2017
Q3 | $437K | Sell |
3,762
-1,161
| -24% | -$127K | 0.07% | 142 |
|
|
2017
Q2 | $512K | Buy |
4,923
+702
| +17% | +$67.5K | 0.09% | 111 |
|
|
2017
Q1 | $359K | Sell |
4,221
-900
| -18% | -$71.1K | 0.07% | 135 |
|
|
2016
Q4 | $361K | Hold |
5,121
| – | – | 0.09% | 134 |
|
|
2016
Q3 | $412K | Sell |
5,121
-360
| -7% | -$27.6K | 0.11% | 114 |
|
|
2016
Q2 | $403K | Sell |
5,481
-396
| -7% | -$27.9K | 0.14% | 92 |
|
|
2016
Q1 | $392K | Hold |
5,877
| – | – | 0.12% | 103 |
|
|
2015
Q4 | $357K | Hold |
5,877
| – | – | 0.09% | 129 |
|
|
2015
Q3 | $324K | Sell |
5,877
-126
| -2% | -$7.14K | 0.08% | 143 |
|
|
2015
Q2 | $323K | Sell |
6,003
-45
| -0.7% | -$2.52K | 0.09% | 144 |
|
|
2015
Q1 | $339K | Sell |
6,048
-77,391
| -93% | -$4.38M | 0.11% | 135 |
|
|
2014
Q4 | $4.9M | Buy |
83,439
+2,034
| +2% | +$113K | 1.92% | 10 |
|
|
2014
Q3 | $4.18M | Sell |
81,405
-4,824
| -6% | -$240K | 1.97% | 9 |
|
|
2014
Q2 | $3.94M | Buy |
86,229
+36,909
| +75% | +$1.63M | 1.76% | 8 |
|
|
2014
Q1 | $2.4M | Buy |
49,320
+32,886
| +200% | +$1.55M | 1.25% | 21 |
|
|
2013
Q4 | $702K | Buy |
+16,434
| New | +$691K | 0.25% | 126 |
|
Other funds holding ISRG
Alpha Cubed Investments's ISRG Position: Q4 2025 in Review
Alpha Cubed Investments increased its Intuitive Surgical (ISRG) stake by 11% in Q4 2025, buying an estimated $5.42M and bringing the position to 102,781 shares worth $58.2M. The position accounts for 1.99% of the portfolio, ranked #17.
Alpha Cubed Investments first reported a position in ISRG in Q4 2013 and has held it in 49 quarters since. 2,411 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.
- Alpha Cubed Investments held 102,781 shares of Intuitive Surgical worth $58.2M as of Q4 2025.
- Alpha Cubed Investments bought 10,181 Intuitive Surgical shares in Q4 2025, an estimated $5.42M.
- Intuitive Surgical made up 1.99% of Alpha Cubed Investments's portfolio in Q4 2025, its #17 holding.
- Alpha Cubed Investments first reported a position in Intuitive Surgical in Q4 2013 and has held it in 49 quarters since.
- 2,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.