Bartlett & Co Wealth Management’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 | $1.11M | Sell |
2,793
-46
| -2% | -$20.1K | 0.01% | 263 |
|
|
2026
Q1 | $1.28M | Buy |
2,839
+18
| +0.6% | +$9.11K | 0.02% | 249 |
|
|
2025
Q4 | $1.6M | Buy |
2,821
+31
| +1% | +$16.5K | 0.02% | 231 |
|
|
2025
Q3 | $1.25M | Buy |
2,790
+21
| +0.8% | +$10.1K | 0.02% | 241 |
|
|
2025
Q2 | $1.5M | Hold |
2,769
| – | – | 0.02% | 223 |
|
|
2025
Q1 | $1.37M | Sell |
2,769
-70
| -2% | -$38.7K | 0.02% | 229 |
|
|
2024
Q4 | $1.48M | Sell |
2,839
-80
| -3% | -$41.7K | 0.02% | 219 |
|
|
2024
Q3 | $1.43M | Hold |
2,919
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $1.3M | Sell |
2,919
-87
| -3% | -$34.7K | 0.02% | 229 |
|
|
2024
Q1 | $1.2M | Sell |
3,006
-11
| -0.4% | -$4.16K | 0.02% | 249 |
|
|
2023
Q4 | $1.02M | Sell |
3,017
-152
| -5% | -$45.3K | 0.02% | 271 |
|
|
2023
Q3 | $926K | Sell |
3,169
-129
| -4% | -$40.3K | 0.02% | 268 |
|
|
2023
Q2 | $1.13M | Hold |
3,298
| – | – | 0.02% | 259 |
|
|
2023
Q1 | $843K | Sell |
3,298
-625
| -16% | -$154K | 0.02% | 239 |
|
|
2022
Q4 | $1.04M | Sell |
3,923
-1,828
| -32% | -$446K | 0.02% | 226 |
|
|
2022
Q3 | $1.08M | Hold |
5,751
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $1.15M | Buy |
5,751
+459
| +9% | +$108K | 0.02% | 205 |
|
|
2022
Q1 | $1.6M | Hold |
5,292
| – | – | 0.03% | 190 |
|
|
2021
Q4 | $1.9M | Hold |
5,292
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $1.75M | Sell |
5,292
-165
| -3% | -$55.4K | 0.03% | 178 |
|
|
2021
Q2 | $1.67M | Hold |
5,457
| – | – | 0.03% | 184 |
|
|
2021
Q1 | $1.34M | Hold |
5,457
| – | – | 0.03% | 191 |
|
|
2020
Q4 | $1.49M | Sell |
5,457
-1,605
| -23% | -$399K | 0.03% | 183 |
|
|
2020
Q3 | $1.67M | Hold |
7,062
| – | – | 0.04% | 168 |
|
|
2020
Q2 | $1.34M | Sell |
7,062
-3,348
| -32% | -$600K | 0.04% | 178 |
|
|
2020
Q1 | $1.72M | Sell |
10,410
-267
| -3% | -$48.9K | 0.05% | 163 |
|
|
2019
Q4 | $2.1M | Hold |
10,677
| – | – | 0.05% | 172 |
|
|
2019
Q3 | $1.92M | Buy |
10,677
+9,057
| +559% | +$1.57M | 0.05% | 173 |
|
|
2019
Q2 | $283K | Hold |
1,620
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $308K | Hold |
1,620
| – | – | 0.01% | 228 |
|
|
2018
Q4 | $259K | Hold |
1,620
| – | – | 0.01% | 232 |
|
|
2018
Q3 | $310K | Hold |
1,620
| – | – | 0.01% | 225 |
|
|
2018
Q2 | $258K | Sell |
1,620
-153
| -9% | -$23.3K | 0.01% | 234 |
|
|
2018
Q1 | $244K | Buy |
+1,773
| New | +$247K | 0.01% | 236 |
|
Other funds holding ISRG
Bartlett & Co Wealth Management's ISRG Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its Intuitive Surgical (ISRG) stake by 1.6% in Q2 2026, selling an estimated $20.1K and leaving 2,793 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #263.
Bartlett & Co Wealth Management first reported a position in ISRG in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.1M in Q4 2019. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Bartlett & Co Wealth Management held 2,793 shares of Intuitive Surgical worth $1.11M as of Q2 2026.
- Bartlett & Co Wealth Management sold 46 Intuitive Surgical shares in Q2 2026, an estimated $20.1K.
- Intuitive Surgical made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #263 holding.
- Bartlett & Co Wealth Management first reported a position in Intuitive Surgical in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Intuitive Surgical position peaked at $2.1M in Q4 2019.
- 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.