Bank of Montreal’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 | $202M | Sell |
439,107
-74,183
| -14% | -$37.5M | 0.08% | 211 |
|
|
2025
Q4 | $291M | Buy |
513,290
+40,771
| +9% | +$21.7M | 0.1% | 161 |
|
|
2025
Q3 | $211M | Sell |
472,519
-8,359
| -2% | -$4.01M | 0.08% | 183 |
|
|
2025
Q2 | $261M | Sell |
480,878
-42,688
| -8% | -$22.3M | 0.12% | 134 |
|
|
2025
Q1 | $259M | Sell |
523,566
-178,934
| -25% | -$99M | 0.13% | 136 |
|
|
2024
Q4 | $367M | Sell |
702,500
-137,262
| -16% | -$71.5M | 0.17% | 108 |
|
|
2024
Q3 | $402M | Sell |
839,762
-254,193
| -23% | -$118M | 0.18% | 107 |
|
|
2024
Q2 | $487M | Sell |
1,093,955
-35,037
| -3% | -$14M | 0.14% | 90 |
|
|
2024
Q1 | $452M | Sell |
1,128,992
-190,321
| -14% | -$71.9M | 0.14% | 93 |
|
|
2023
Q4 | $447M | Buy |
1,319,313
+166,442
| +14% | +$49.6M | 0.14% | 92 |
|
|
2023
Q3 | $347M | Buy |
1,152,871
+294,688
| +34% | +$92M | 0.12% | 106 |
|
|
2023
Q2 | $295M | Buy |
858,183
+98,891
| +13% | +$29.9M | 0.1% | 112 |
|
|
2023
Q1 | $194M | Sell |
759,292
-46,425
| -6% | -$11.4M | 0.08% | 146 |
|
|
2022
Q4 | $216M | Sell |
805,717
-83,262
| -9% | -$20.3M | 0.09% | 134 |
|
|
2022
Q3 | $198K | Buy |
888,979
+113,366
| +15% | +$24.3M | 0.09% | 135 |
|
|
2022
Q2 | $162K | Sell |
775,613
-65,555
| -8% | -$15.4M | 0.08% | 167 |
|
|
2022
Q1 | $256M | Sell |
841,168
-201,630
| -19% | -$58.9M | 0.12% | 133 |
|
|
2021
Q4 | $379M | Buy |
1,042,798
+364,354
| +54% | +$125M | 0.2% | 99 |
|
|
2021
Q3 | $225M | Buy |
678,444
+4,725
| +0.7% | +$1.59M | 0.1% | 171 |
|
|
2021
Q2 | $207M | Buy |
673,719
+240,936
| +56% | +$67.6M | 0.1% | 173 |
|
|
2021
Q1 | $111M | Sell |
432,783
-121,035
| -22% | -$30.5M | 0.07% | 233 |
|
|
2020
Q4 | $150M | Buy |
553,818
+139,617
| +34% | +$34.7M | 0.1% | 172 |
|
|
2020
Q3 | $96.5M | Buy |
414,201
+31,083
| +8% | +$6.98M | 0.08% | 206 |
|
|
2020
Q2 | $73.4M | Buy |
383,118
+49,674
| +15% | +$8.9M | 0.07% | 244 |
|
|
2020
Q1 | $52M | Sell |
333,444
-79,740
| -19% | -$14.6M | 0.06% | 261 |
|
|
2019
Q4 | $81.4M | Buy |
413,184
+57,660
| +16% | +$10.8M | 0.06% | 291 |
|
|
2019
Q3 | $64M | Buy |
355,524
+16,074
| +5% | +$2.78M | 0.06% | 288 |
|
|
2019
Q2 | $59.4M | Buy |
339,450
+55,263
| +19% | +$9.47M | 0.05% | 326 |
|
|
2019
Q1 | $54M | Sell |
284,187
-133,236
| -32% | -$23.7M | 0.05% | 326 |
|
|
2018
Q4 | $66.6M | Sell |
417,423
-36,570
| -8% | -$6.2M | 0.06% | 262 |
|
|
2018
Q3 | $86.9M | Sell |
453,993
-114,822
| -20% | -$20.4M | 0.07% | 255 |
|
|
2018
Q2 | $90.7M | Buy |
568,815
+32,343
| +6% | +$4.93M | 0.07% | 241 |
|
|
2018
Q1 | $73.8M | Buy |
536,472
+60,231
| +13% | +$8.41M | 0.07% | 274 |
|
|
2017
Q4 | $57.9M | Buy |
476,241
+109,077
| +30% | +$13.7M | 0.05% | 329 |
|
|
2017
Q3 | $14.2M | Sell |
367,164
-7,155
| -2% | -$780K | 0.01% | 708 |
|
|
2017
Q2 | $38.9M | Buy |
374,319
+38,898
| +12% | +$3.74M | 0.04% | 400 |
|
|
2017
Q1 | $28.6M | Sell |
335,421
-48,555
| -13% | -$3.84M | 0.03% | 467 |
|
|
2016
Q4 | $27.5M | Sell |
383,976
-3,087
| -0.8% | -$227K | 0.03% | 453 |
|
|
2016
Q3 | $31.2M | Buy |
387,063
+74,115
| +24% | +$5.67M | 0.03% | 413 |
|
|
2016
Q2 | $23M | Buy |
312,948
+28,737
| +10% | +$2.02M | 0.03% | 499 |
|
|
2016
Q1 | $19M | Buy |
284,211
+46,719
| +20% | +$2.9M | 0.02% | 504 |
|
|
2015
Q4 | $14.4M | Sell |
237,492
-4,905
| -2% | -$275K | 0.02% | 605 |
|
|
2015
Q3 | $12.4M | Sell |
242,397
-417,033
| -63% | -$23.6M | 0.02% | 623 |
|
|
2015
Q2 | $35.5M | Buy |
659,430
+26,820
| +4% | +$1.5M | 0.04% | 355 |
|
|
2015
Q1 | $35.5M | Sell |
632,610
-153,909
| -20% | -$8.71M | 0.04% | 349 |
|
|
2014
Q4 | $46.2M | Sell |
786,519
-108,567
| -12% | -$6.05M | 0.05% | 287 |
|
|
2014
Q3 | $45.9M | Buy |
895,086
+235,350
| +36% | +$11.7M | 0.05% | 301 |
|
|
2014
Q2 | $30.2M | Buy |
659,736
+491,256
| +292% | +$21.7M | 0.03% | 364 |
|
|
2014
Q1 | $8.2M | Sell |
168,480
-432
| -0.3% | -$20.3K | 0.01% | 740 |
|
|
2013
Q4 | $7.21M | Sell |
168,912
-495
| -0.3% | -$20.8K | 0.01% | 708 |
|
|
2013
Q3 | $7.08M | Sell |
169,407
-132,543
| -44% | -$5.85M | 0.01% | 642 |
|
|
2013
Q2 | $17M | Buy |
+301,950
| New | +$16.6M | 0.03% | 347 |
|
Other funds holding ISRG
VCM
VPM
Bank of Montreal's ISRG Position: Q1 2026 in Review
Bank of Montreal reduced its Intuitive Surgical (ISRG) stake by 14% in Q1 2026, selling an estimated $37.5M and leaving 439,107 shares worth $202M. The position accounts for 0.08% of the portfolio, ranked #211.
Bank of Montreal first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $487M in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Bank of Montreal held 439,107 shares of Intuitive Surgical worth $202M as of Q1 2026.
- Bank of Montreal sold 74,183 Intuitive Surgical shares in Q1 2026, an estimated $37.5M.
- Intuitive Surgical made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #211 holding.
- Bank of Montreal first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Intuitive Surgical position peaked at $487M in Q2 2024.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.