Atria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Sell |
29,637
-6,302
| -18% | -$3.19M | 0.15% | 134 |
|
|
2025
Q4 | $20.4M | Buy |
35,939
+6,440
| +22% | +$3.43M | 0.23% | 70 |
|
|
2025
Q3 | $13.2M | Sell |
29,499
-4,288
| -13% | -$2.06M | 0.15% | 133 |
|
|
2025
Q2 | $18.4M | Buy |
33,787
+779
| +2% | +$407K | 0.22% | 92 |
|
|
2025
Q1 | $16.3M | Sell |
33,008
-2,269
| -6% | -$1.25M | 0.21% | 98 |
|
|
2024
Q4 | $18.4M | Sell |
35,277
-957
| -3% | -$498K | 0.23% | 80 |
|
|
2024
Q3 | $17.8M | Sell |
36,234
-4,254
| -11% | -$1.98M | 0.22% | 90 |
|
|
2024
Q2 | $18M | Buy |
40,488
+1,812
| +5% | +$722K | 0.23% | 79 |
|
|
2024
Q1 | $15.4M | Buy |
38,676
+319
| +0.8% | +$121K | 0.21% | 99 |
|
|
2023
Q4 | $12.9M | Sell |
38,357
-498
| -1% | -$148K | 0.2% | 117 |
|
|
2023
Q3 | $11.4M | Sell |
38,855
-753
| -2% | -$235K | 0.2% | 108 |
|
|
2023
Q2 | $13.5M | Sell |
39,608
-465
| -1% | -$141K | 0.24% | 83 |
|
|
2023
Q1 | $10.2M | Buy |
40,073
+7,853
| +24% | +$1.93M | 0.19% | 120 |
|
|
2022
Q4 | $8.55M | Buy |
32,220
+6,497
| +25% | +$1.58M | 0.18% | 140 |
|
|
2022
Q3 | $4.82M | Sell |
25,723
-3,639
| -12% | -$782K | 0.11% | 238 |
|
|
2022
Q2 | $5.89M | Sell |
29,362
-3,162
| -10% | -$742K | 0.12% | 202 |
|
|
2022
Q1 | $9.81M | Buy |
32,524
+908
| +3% | +$265K | 0.17% | 147 |
|
|
2021
Q4 | $11.4M | Buy |
31,616
+7,079
| +29% | +$2.44M | 0.2% | 116 |
|
|
2021
Q3 | $8.13M | Buy |
24,537
+1,959
| +9% | +$658K | 0.15% | 152 |
|
|
2021
Q2 | $6.92M | Buy |
22,578
+1,602
| +8% | +$449K | 0.13% | 175 |
|
|
2021
Q1 | $5.17M | Buy |
20,976
+1,005
| +5% | +$253K | 0.11% | 206 |
|
|
2020
Q4 | $5.45M | Buy |
19,971
+1,191
| +6% | +$296K | 0.13% | 184 |
|
|
2020
Q3 | $4.44M | Buy |
18,780
+4,854
| +35% | +$1.09M | 0.13% | 173 |
|
|
2020
Q2 | $2.65M | Buy |
13,926
+6,327
| +83% | +$1.13M | 0.09% | 259 |
|
|
2020
Q1 | $1.25M | Sell |
7,599
-1,227
| -14% | -$225K | 0.1% | 199 |
|
|
2019
Q4 | $1.74M | Buy |
8,826
+4,155
| +89% | +$778K | 0.05% | 355 |
|
|
2019
Q3 | $841K | Sell |
4,671
-396
| -8% | -$68.5K | 0.03% | 472 |
|
|
2019
Q2 | $864K | Buy |
5,067
+477
| +10% | +$81.7K | 0.03% | 448 |
|
|
2019
Q1 | $873K | Sell |
4,590
-3,870
| -46% | -$688K | 0.04% | 394 |
|
|
2018
Q4 | $1.35M | Buy |
8,460
+1,734
| +26% | +$294K | 0.06% | 242 |
|
|
2018
Q3 | $1.29M | Buy |
6,726
+393
| +6% | +$69.8K | 0.05% | 337 |
|
|
2018
Q2 | $1.01M | Buy |
6,333
+681
| +12% | +$104K | 0.04% | 372 |
|
|
2018
Q1 | $778K | Buy |
5,652
+321
| +6% | +$44.8K | 0.04% | 396 |
|
|
2017
Q4 | $648K | Sell |
5,331
-195
| -4% | -$24.4K | 0.03% | 429 |
|
|
2017
Q3 | $642K | Sell |
5,526
-117
| -2% | -$12.7K | 0.04% | 409 |
|
|
2017
Q2 | $586K | Buy |
5,643
+1,314
| +30% | +$126K | 0.04% | 396 |
|
|
2017
Q1 | $369K | Sell |
4,329
-324
| -7% | -$25.6K | 0.02% | 461 |
|
|
2016
Q4 | $328K | Buy |
4,653
+495
| +12% | +$36.4K | 0.03% | 443 |
|
|
2016
Q3 | $335K | Buy |
4,158
+54
| +1% | +$4.13K | 0.03% | 383 |
|
|
2016
Q2 | $308K | Sell |
4,104
-621
| -13% | -$43.7K | 0.03% | 355 |
|
|
2016
Q1 | $316K | Sell |
4,725
-369
| -7% | -$22.9K | 0.04% | 350 |
|
|
2015
Q4 | $304K | Sell |
5,094
-468
| -8% | -$26.3K | 0.03% | 310 |
|
|
2015
Q3 | $284K | Sell |
5,562
-54
| -1% | -$3.06K | 0.04% | 273 |
|
|
2015
Q2 | $302K | Hold |
5,616
| – | – | 0.04% | 314 |
|
|
2015
Q1 | $315K | Sell |
5,616
-180
| -3% | -$10.2K | 0.04% | 316 |
|
|
2014
Q4 | $341K | Sell |
5,796
-1,305
| -18% | -$72.7K | 0.04% | 311 |
|
|
2014
Q3 | $364K | Sell |
7,101
-2,655
| -27% | -$132K | 0.04% | 324 |
|
|
2014
Q2 | $446K | Buy |
9,756
+1,134
| +13% | +$50K | 0.04% | 284 |
|
|
2014
Q1 | $420K | Buy |
8,622
+1,881
| +28% | +$88.6K | 0.04% | 310 |
|
|
2013
Q4 | $288K | Buy |
6,741
+1,215
| +22% | +$51.1K | 0.03% | 384 |
|
|
2013
Q3 | $231K | Buy |
5,526
+252
| +5% | +$11.1K | 0.02% | 410 |
|
|
2013
Q2 | $297K | Buy |
+5,274
| New | +$291K | 0.04% | 296 |
|
Other funds holding ISRG
VCM
VPM
Atria Investments's ISRG Position: Q1 2026 in Review
Atria Investments reduced its Intuitive Surgical (ISRG) stake by 18% in Q1 2026, selling an estimated $3.19M and leaving 29,637 shares worth $13.7M. The position accounts for 0.15% of the portfolio, ranked #134.
Atria Investments first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Atria Investments held 29,637 shares of Intuitive Surgical worth $13.7M as of Q1 2026.
- Atria Investments sold 6,302 Intuitive Surgical shares in Q1 2026, an estimated $3.19M.
- Intuitive Surgical made up 0.15% of Atria Investments's portfolio in Q1 2026, its #134 holding.
- Atria Investments first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Atria Investments's Intuitive Surgical position peaked at $20.4M in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.