Arax Advisory Partners’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 | $1.79M | Sell |
3,893
-910
| -19% | -$460K | 0.05% | 299 |
|
|
2025
Q4 | $2.72M | Sell |
4,803
-1,761
| -27% | -$938K | 0.08% | 189 |
|
|
2025
Q3 | $2.94M | Buy |
6,564
+3,190
| +95% | +$1.53M | 0.04% | 366 |
|
|
2025
Q2 | $1.83M | Buy |
3,374
+396
| +13% | +$207K | 0.08% | 159 |
|
|
2025
Q1 | $1.47M | Sell |
2,978
-230
| -7% | -$127K | 0.09% | 137 |
|
|
2024
Q4 | $1.67M | Buy |
3,208
+432
| +16% | +$225K | 0.11% | 120 |
|
|
2024
Q3 | $1.36M | Sell |
2,776
-470
| -14% | -$219K | 0.12% | 98 |
|
|
2024
Q2 | $1.44M | Buy |
3,246
+393
| +14% | +$157K | 0.14% | 84 |
|
|
2024
Q1 | $1.14M | Buy |
2,853
+8
| +0.3% | +$3.02K | 0.12% | 96 |
|
|
2023
Q4 | $960K | Buy |
2,845
+426
| +18% | +$127K | 0.11% | 113 |
|
|
2023
Q3 | $707K | Buy |
2,419
+1,511
| +166% | +$472K | 0.09% | 118 |
|
|
2023
Q2 | $310K | Sell |
908
-426
| -32% | -$129K | 0.04% | 183 |
|
|
2023
Q1 | $341K | Sell |
1,334
-334
| -20% | -$82.3K | 0.05% | 168 |
|
|
2022
Q4 | $443K | Sell |
1,668
-176
| -10% | -$42.9K | 0.06% | 116 |
|
|
2022
Q3 | $346K | Buy |
1,844
+312
| +20% | +$67K | 0.05% | 142 |
|
|
2022
Q2 | $307K | Buy |
1,532
+102
| +7% | +$23.9K | 0.05% | 158 |
|
|
2022
Q1 | $431K | Buy |
1,430
+275
| +24% | +$80.3K | 0.06% | 125 |
|
|
2021
Q4 | $415K | Hold |
1,155
| – | – | 0.05% | 132 |
|
|
2021
Q3 | $383K | Sell |
1,155
-96
| -8% | -$32.2K | 0.05% | 125 |
|
|
2021
Q2 | $383K | Buy |
+1,251
| New | +$351K | 0.05% | 131 |
|
|
2020
Q4 | $329K | Buy |
1,206
+12
| +1% | +$2.98K | 0.05% | 123 |
|
|
2020
Q3 | $282K | Buy |
1,194
+90
| +8% | +$20.2K | 0.05% | 126 |
|
|
2020
Q2 | $210K | Buy |
1,104
+315
| +40% | +$56.5K | 0.04% | 168 |
|
|
2020
Q1 | $130K | Sell |
789
-21
| -3% | -$3.85K | 0.03% | 194 |
|
|
2019
Q4 | $160K | Sell |
810
-198
| -20% | -$37.1K | 0.05% | 184 |
|
|
2019
Q3 | $181K | Hold |
1,008
| – | – | 0.05% | 168 |
|
|
2019
Q2 | $176K | Buy |
+1,008
| New | +$173K | 0.06% | 159 |
|
|
2018
Q4 | $20K | Sell |
126
-3
| -2% | -$508 | 0.01% | 365 |
|
|
2018
Q3 | $25K | Sell |
129
-72
| -36% | -$12.8K | 0.01% | 370 |
|
|
2018
Q2 | $32K | Buy |
201
+93
| +86% | +$14.2K | 0.01% | 262 |
|
|
2018
Q1 | $14K | Buy |
108
+18
| +20% | +$2.51K | 0.01% | 299 |
|
|
2017
Q4 | $10K | Buy |
90
+9
| +11% | +$1.13K | ﹤0.01% | 328 |
|
|
2017
Q3 | $9K | Buy |
81
+63
| +350% | +$6.86K | ﹤0.01% | 337 |
|
|
2017
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 448 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 494 |
|
|
2016
Q4 | $1K | Buy |
+18
| New | +$1.32K | ﹤0.01% | 520 |
|
Other funds holding ISRG
VCM
VPM
Arax Advisory Partners's ISRG Position: Q1 2026 in Review
Arax Advisory Partners reduced its Intuitive Surgical (ISRG) stake by 19% in Q1 2026, selling an estimated $460K and leaving 3,893 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #299.
Arax Advisory Partners first reported a position in ISRG in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.94M in Q3 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Arax Advisory Partners held 3,893 shares of Intuitive Surgical worth $1.79M as of Q1 2026.
- Arax Advisory Partners sold 910 Intuitive Surgical shares in Q1 2026, an estimated $460K.
- Intuitive Surgical made up 0.05% of Arax Advisory Partners's portfolio in Q1 2026, its #299 holding.
- Arax Advisory Partners first reported a position in Intuitive Surgical in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's Intuitive Surgical position peaked at $2.94M in Q3 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.