Alpine Woods Capital Investors’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 | $3.17M | Sell |
6,884
-3,007
| -30% | -$1.52M | 0.76% | 43 |
|
|
2025
Q4 | $5.6M | Sell |
9,891
-12
| -0.1% | -$6.39K | 1.33% | 21 |
|
|
2025
Q3 | $4.43M | Sell |
9,903
-616
| -6% | -$296K | 1.03% | 32 |
|
|
2025
Q2 | $5.72M | Sell |
10,519
-331
| -3% | -$173K | 1.36% | 21 |
|
|
2025
Q1 | $5.37M | Sell |
10,850
-231
| -2% | -$128K | 1.35% | 23 |
|
|
2024
Q4 | $5.78M | Sell |
11,081
-50
| -0.4% | -$26K | 1.09% | 29 |
|
|
2024
Q3 | $5.96M | Sell |
11,131
-938
| -8% | -$437K | 1.05% | 32 |
|
|
2024
Q2 | $5.37M | Buy |
12,069
+503
| +4% | +$200K | 0.83% | 40 |
|
|
2024
Q1 | $4.29M | Sell |
11,566
-21,660
| -65% | -$8.18M | 0.85% | 40 |
|
|
2023
Q4 | $11.2M | Sell |
33,226
-100
| -0.3% | -$29.8K | 1.68% | 11 |
|
|
2023
Q3 | $9.74M | Hold |
33,326
| – | – | 1.57% | 12 |
|
|
2023
Q2 | $11.4M | Sell |
33,326
-338
| -1% | -$102K | 1.78% | 9 |
|
|
2023
Q1 | $8.6M | Sell |
33,664
-2,319
| -6% | -$571K | 1.3% | 19 |
|
|
2022
Q4 | $9.55M | Sell |
35,983
-3,238
| -8% | -$790K | 1.39% | 20 |
|
|
2022
Q3 | $7.35M | Sell |
39,221
-122
| -0.3% | -$26.2K | 1% | 36 |
|
|
2022
Q2 | $7.9M | Sell |
39,343
-78
| -0.2% | -$18.3K | 0.99% | 37 |
|
|
2022
Q1 | $11.9M | Sell |
39,421
-70
| -0.2% | -$20.4K | 1.25% | 19 |
|
|
2021
Q4 | $14.2M | Sell |
39,491
-52
| -0.1% | -$17.9K | 1.4% | 13 |
|
|
2021
Q3 | $13.1M | Sell |
39,543
-21,738
| -35% | -$7.3M | 1.4% | 10 |
|
|
2021
Q2 | $18.8M | Sell |
61,281
-9
| -0% | -$2.52K | 1.95% | 5 |
|
|
2021
Q1 | $15.1M | Buy |
61,290
+33
| +0.1% | +$8.3K | 1.68% | 8 |
|
|
2020
Q4 | $16.7M | Buy |
61,257
+1,503
| +3% | +$373K | 2.04% | 3 |
|
|
2020
Q3 | $14.1M | Buy |
59,754
+954
| +2% | +$214K | 2.14% | 4 |
|
|
2020
Q2 | $11.2M | Buy |
58,800
+279
| +0.5% | +$50K | 2.15% | 8 |
|
|
2020
Q1 | $9.66M | Sell |
58,521
-255
| -0.4% | -$46.7K | 2.15% | 8 |
|
|
2019
Q4 | $11.6M | Hold |
58,776
| – | – | 2.2% | 8 |
|
|
2019
Q3 | $10.6M | Hold |
58,776
| – | – | 1.95% | 9 |
|
|
2019
Q2 | $10.3M | Buy |
58,776
+6
| +0% | +$1.03K | 2.13% | 8 |
|
|
2019
Q1 | $11.2M | Buy |
58,770
+255
| +0.4% | +$45.3K | 2.44% | 8 |
|
|
2018
Q4 | $9.34M | Buy |
58,515
+105
| +0.2% | +$17.8K | 2.24% | 9 |
|
|
2018
Q3 | $11.2M | Sell |
58,410
-570
| -1% | -$101K | 2.3% | 8 |
|
|
2018
Q2 | $9.41M | Hold |
58,980
| – | – | 2.05% | 8 |
|
|
2018
Q1 | $8.12M | Buy |
58,980
+30
| +0.1% | +$4.19K | 0.43% | 88 |
|
|
2017
Q4 | $7.17M | Hold |
58,950
| – | – | 0.36% | 100 |
|
|
2017
Q3 | $6.85M | Sell |
58,950
-3,600
| -6% | -$392K | 0.35% | 104 |
|
|
2017
Q2 | $6.5M | Hold |
62,550
| – | – | 0.35% | 97 |
|
|
2017
Q1 | $5.33M | Hold |
62,550
| – | – | 0.28% | 107 |
|
|
2016
Q4 | $4.41M | Hold |
62,550
| – | – | 0.24% | 128 |
|
|
2016
Q3 | $5.04M | Hold |
62,550
| – | – | 0.28% | 109 |
|
|
2016
Q2 | $4.6M | Hold |
62,550
| – | – | 0.28% | 111 |
|
|
2016
Q1 | $4.18M | Hold |
62,550
| – | – | 0.24% | 120 |
|
|
2015
Q4 | $3.8M | Sell |
62,550
-900
| -1% | -$50.5K | 0.2% | 135 |
|
|
2015
Q3 | $3.24M | Buy |
63,450
+12,150
| +24% | +$688K | 0.18% | 142 |
|
|
2015
Q2 | $2.76M | Hold |
51,300
| – | – | 0.14% | 155 |
|
|
2015
Q1 | $2.88M | Hold |
51,300
| – | – | 0.15% | 151 |
|
|
2014
Q4 | $3.02M | Hold |
51,300
| – | – | 0.15% | 146 |
|
|
2014
Q3 | $2.63M | Hold |
51,300
| – | – | 0.14% | 151 |
|
|
2014
Q2 | $2.35K | Sell |
51,300
-2,700
| -5% | -$119K | 0.06% | 152 |
|
|
2014
Q1 | $2.63M | Sell |
54,000
-3,600
| -6% | -$170K | 0.15% | 134 |
|
|
2013
Q4 | $2.46M | Hold |
57,600
| – | – | 0.14% | 137 |
|
|
2013
Q3 | $2.41M | Sell |
57,600
-3,600
| -6% | -$159K | 0.15% | 127 |
|
|
2013
Q2 | $3.44M | Buy |
+61,200
| New | +$3.37M | 0.22% | 101 |
|
Other funds holding ISRG
VCM
VPM
Alpine Woods Capital Investors's ISRG Position: Q1 2026 in Review
Alpine Woods Capital Investors reduced its Intuitive Surgical (ISRG) stake by 30% in Q1 2026, selling an estimated $1.52M and leaving 6,884 shares worth $3.17M. The position accounts for 0.76% of the portfolio, ranked #43.
Alpine Woods Capital Investors first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.8M in Q2 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Alpine Woods Capital Investors held 6,884 shares of Intuitive Surgical worth $3.17M as of Q1 2026.
- Alpine Woods Capital Investors sold 3,007 Intuitive Surgical shares in Q1 2026, an estimated $1.52M.
- Intuitive Surgical made up 0.76% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #43 holding.
- Alpine Woods Capital Investors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Alpine Woods Capital Investors's Intuitive Surgical position peaked at $18.8M in Q2 2021.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.