Ballentine 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
Q2 | $1.89M | Sell |
4,746
-685
| -13% | -$299K | 0.02% | 236 |
|
|
2026
Q1 | $2.5M | Buy |
5,431
+292
| +6% | +$148K | 0.03% | 171 |
|
|
2025
Q4 | $2.91M | Buy |
5,139
+545
| +12% | +$290K | 0.04% | 147 |
|
|
2025
Q3 | $2.05M | Sell |
4,594
-367
| -7% | -$176K | 0.03% | 192 |
|
|
2025
Q2 | $2.7M | Buy |
4,961
+548
| +12% | +$287K | 0.04% | 153 |
|
|
2025
Q1 | $2.19M | Buy |
4,413
+398
| +10% | +$220K | 0.04% | 173 |
|
|
2024
Q4 | $2.1M | Buy |
4,015
+168
| +4% | +$87.5K | 0.04% | 161 |
|
|
2024
Q3 | $1.89M | Buy |
3,847
+396
| +11% | +$184K | 0.03% | 181 |
|
|
2024
Q2 | $1.54M | Buy |
3,451
+215
| +7% | +$85.6K | 0.03% | 193 |
|
|
2024
Q1 | $1.29M | Buy |
3,236
+379
| +13% | +$143K | 0.02% | 204 |
|
|
2023
Q4 | $964K | Buy |
2,857
+910
| +47% | +$271K | 0.02% | 234 |
|
|
2023
Q3 | $569K | Sell |
1,947
-34
| -2% | -$10.6K | 0.01% | 292 |
|
|
2023
Q2 | $677K | Buy |
1,981
+193
| +11% | +$58.4K | 0.02% | 249 |
|
|
2023
Q1 | $457K | Buy |
1,788
+5
| +0.3% | +$1.23K | 0.01% | 315 |
|
|
2022
Q4 | $473K | Buy |
1,783
+227
| +15% | +$55.3K | 0.01% | 290 |
|
|
2022
Q3 | $292K | Buy |
1,556
+317
| +26% | +$68.1K | 0.01% | 349 |
|
|
2022
Q2 | $249K | Buy |
1,239
+78
| +7% | +$18.3K | 0.01% | 356 |
|
|
2022
Q1 | $349K | Buy |
1,161
+7
| +0.6% | +$2.04K | 0.01% | 323 |
|
|
2021
Q4 | $414K | Buy |
1,154
+86
| +8% | +$29.6K | 0.01% | 309 |
|
|
2021
Q3 | $354K | Buy |
1,068
+9
| +0.8% | +$3.02K | 0.01% | 299 |
|
|
2021
Q2 | $325K | Buy |
1,059
+12
| +1% | +$3.37K | 0.01% | 308 |
|
|
2021
Q1 | $258K | Sell |
1,047
-69
| -6% | -$17.4K | 0.01% | 323 |
|
|
2020
Q4 | $305K | Sell |
1,116
-501
| -31% | -$124K | 0.01% | 284 |
|
|
2020
Q3 | $383K | Hold |
1,617
| – | – | 0.02% | 243 |
|
|
2020
Q2 | $307K | Sell |
1,617
-57
| -3% | -$10.2K | 0.01% | 270 |
|
|
2020
Q1 | $276K | Buy |
1,674
+363
| +28% | +$66.5K | 0.02% | 260 |
|
|
2019
Q4 | $259K | Sell |
1,311
-12
| -0.9% | -$2.25K | 0.01% | 329 |
|
|
2019
Q3 | $238K | Buy |
1,323
+102
| +8% | +$17.6K | 0.01% | 338 |
|
|
2019
Q2 | $213K | Buy |
1,221
+135
| +12% | +$23.1K | 0.01% | 358 |
|
|
2019
Q1 | $207K | Sell |
1,086
-525
| -33% | -$93.3K | 0.01% | 309 |
|
|
2018
Q4 | $257K | Buy |
1,611
+198
| +14% | +$33.6K | 0.01% | 267 |
|
|
2018
Q3 | $270K | Buy |
+1,413
| New | +$251K | 0.01% | 280 |
|
Other funds holding ISRG
Ballentine Partners's ISRG Position: Q2 2026 in Review
Ballentine Partners reduced its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, selling an estimated $299K and leaving 4,746 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #236.
Ballentine Partners first reported a position in ISRG in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.91M in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Ballentine Partners held 4,746 shares of Intuitive Surgical worth $1.89M as of Q2 2026.
- Ballentine Partners sold 685 Intuitive Surgical shares in Q2 2026, an estimated $299K.
- Intuitive Surgical made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #236 holding.
- Ballentine Partners first reported a position in Intuitive Surgical in Q3 2018 and has held it in 32 quarters since.
- Ballentine Partners's Intuitive Surgical position peaked at $2.91M in Q4 2025.
- 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.