AA
ISRG icon

Altman Advisors’s Intuitive Surgical ISRG Stock Holding History

Altman Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,772
Closed -$2.14M – 90
2025
Q4 		$2.14M Buy
3,772
+18
+0.5% +$9.58K 0.81% 50
2025
Q3 		$1.68M Buy
3,754
+43
+1% +$20.6K 0.64% 69
2025
Q2 		$2M Buy
3,711
+61
+2% +$31.9K 0.82% 55
2025
Q1 		$1.88M Sell
3,650
-1,379
-27% -$763K 0.87% 52
2024
Q4 		$2.62M Sell
5,029
-212
-4% -$110K 1.12% 20
2024
Q3 		$2.57M Sell
5,241
-106
-2% -$49.3K 1.15% 20
2024
Q2 		$2.38M Buy
5,347
+2
+0% +$797 1.35% 20
2024
Q1 		$2.11M Buy
5,345
+22
+0.4% +$8.31K 1.03% 22
2023
Q4 		$1.8M Sell
5,323
-2
-0% -$596 0.94% 28
2023
Q3 		$1.56M Buy
+5,325
New +$1.66M 0.97% 29
2023
Q1 		$1.42M Sell
5,480
-446
-8% -$110K 1.3% 24
2022
Q4 		$1.54M Sell
5,926
-411
-6% -$100K 0.95% 30
2022
Q3 		$1.19M Buy
6,337
+280
+5% +$60.1K 0.75% 48
2022
Q2 		$1.44M Buy
6,057
+47
+0.8% +$11K 0.82% 36
2022
Q1 		$1.81M Buy
6,010
+35
+0.6% +$10.2K 0.94% 32
2021
Q4 		$1.61M Sell
5,975
-11,752
-66% -$4.04M 0.98% 40
2021
Q3 		$2.13M Buy
17,727
+11,793
+199% +$3.96M 1.18% 38
2021
Q2 		$2.04M Buy
5,934
+345
+6% +$96.8K 1.15% 41
2021
Q1 		$1.38M Sell
5,589
-327
-6% -$82.3K 0.89% 44
2020
Q4 		$1.61M Sell
5,916
-96
-2% -$23.8K 1.01% 41
2020
Q3 		$1.42M Buy
6,012
+57
+1% +$12.8K 1.01% 45
2020
Q2 		$1.13M Buy
5,955
+87
+1% +$15.6K 0.96% 47
2020
Q1 		$969K Sell
5,868
-255
-4% -$46.7K 0.9% 45
2019
Q4 		$1.21M Sell
6,123
-12
-0.2% -$2.25K 0.96% 49
2019
Q3 		$1.1M Buy
6,135
+36
+0.6% +$6.23K 0.93% 51
2019
Q2 		$1.07M Buy
6,099
+1,341
+28% +$230K 0.9% 54
2019
Q1 		$905K Buy
+4,758
New +$846K 0.83% 51

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Altman Advisors's ISRG Position: Q1 2026 in Review

Altman Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 3,772 shares — an estimated $2.14M sold.

Altman Advisors first reported a position in ISRG in Q1 2019 and held it in 27 quarters. The position peaked at $2.62M in Q4 2024. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Altman Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Altman Advisors sold 3,772 Intuitive Surgical shares in Q1 2026, an estimated $2.14M.
  • Altman Advisors first reported a position in Intuitive Surgical in Q1 2019 and held it in 27 quarters.
  • Altman Advisors's Intuitive Surgical position peaked at $2.62M in Q4 2024.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.