Bedel Financial Consulting’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 | $1.5M | Hold |
3,245
| – | – | 0.17% | 73 |
|
|
2025
Q4 | $1.84M | Buy |
3,245
+14
| +0.4% | +$7.45K | 0.2% | 61 |
|
|
2025
Q3 | $1.45M | Buy |
3,231
+15
| +0.5% | +$7.2K | 0.18% | 75 |
|
|
2025
Q2 | $1.75M | Sell |
3,216
-36
| -1% | -$18.8K | 0.24% | 59 |
|
|
2025
Q1 | $1.73M | Hold |
3,252
| – | – | 0.25% | 53 |
|
|
2024
Q4 | $1.92M | Sell |
3,252
-192
| -6% | -$100K | 0.27% | 51 |
|
|
2024
Q3 | $1.69M | Hold |
3,444
| – | – | 0.24% | 53 |
|
|
2024
Q2 | $1.53M | Hold |
3,444
| – | – | 0.22% | 54 |
|
|
2024
Q1 | $1.37M | Hold |
3,444
| – | – | 0.22% | 62 |
|
|
2023
Q4 | $1.16M | Sell |
3,444
-37
| -1% | -$11K | 0.21% | 66 |
|
|
2023
Q3 | $1.02M | Hold |
3,481
| – | – | 0.21% | 65 |
|
|
2023
Q2 | $1.19M | Sell |
3,481
-135
| -4% | -$40.8K | 0.25% | 57 |
|
|
2023
Q1 | $924K | Hold |
3,616
| – | – | 0.23% | 66 |
|
|
2022
Q4 | $960K | Hold |
3,616
| – | – | 0.24% | 61 |
|
|
2022
Q3 | $876K | Buy |
3,616
+6
| +0.2% | +$1.29K | 0.23% | 65 |
|
|
2022
Q2 | $725K | Hold |
3,610
| – | – | 0.21% | 65 |
|
|
2022
Q1 | $1.09M | Buy |
3,610
+129
| +4% | +$37.7K | 0.34% | 42 |
|
|
2021
Q4 | $1.25M | Sell |
3,481
-59
| -2% | -$20.3K | 0.39% | 39 |
|
|
2021
Q3 | $1.17M | Hold |
3,540
| – | – | 0.4% | 33 |
|
|
2021
Q2 | $1.08M | Hold |
3,540
| – | – | 0.38% | 35 |
|
|
2021
Q1 | $872K | Hold |
3,540
| – | – | 0.34% | 46 |
|
|
2020
Q4 | $965K | Hold |
3,540
| – | – | 0.43% | 33 |
|
|
2020
Q3 | $837K | Buy |
3,540
+3
| +0.1% | +$674 | 0.42% | 35 |
|
|
2020
Q2 | $672K | Sell |
3,537
-3
| -0.1% | -$538 | 0.36% | 41 |
|
|
2020
Q1 | $584K | Sell |
3,540
-6
| -0.2% | -$1.1K | 0.39% | 39 |
|
|
2019
Q4 | $699K | Buy |
3,546
+48
| +1% | +$8.99K | 0.4% | 41 |
|
|
2019
Q3 | $630K | Sell |
3,498
-1,998
| -36% | -$346K | 0.38% | 49 |
|
|
2019
Q2 | $961K | Hold |
5,496
| – | – | 0.58% | 29 |
|
|
2019
Q1 | $1.04M | Hold |
5,496
| – | – | 0.67% | 27 |
|
|
2018
Q4 | $877K | Hold |
5,496
| – | – | 0.63% | 29 |
|
|
2018
Q3 | $994K | Hold |
5,496
| – | – | 0.66% | 26 |
|
|
2018
Q2 | $877K | Sell |
5,496
-18
| -0.3% | -$2.75K | 0.65% | 27 |
|
|
2018
Q1 | $759K | Hold |
5,514
| – | – | 0.58% | 31 |
|
|
2017
Q4 | $671K | Buy |
+5,514
| New | +$690K | 0.6% | 37 |
|
Other funds holding ISRG
VCM
VPM
Bedel Financial Consulting's ISRG Position: Q1 2026 in Review
Bedel Financial Consulting held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 3,245 shares worth $1.5M. The position accounts for 0.17% of the portfolio, ranked #73.
Bedel Financial Consulting first reported a position in ISRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.92M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Bedel Financial Consulting held 3,245 shares of Intuitive Surgical worth $1.5M as of Q1 2026.
- Bedel Financial Consulting left its Intuitive Surgical share count unchanged in Q1 2026.
- Intuitive Surgical made up 0.17% of Bedel Financial Consulting's portfolio in Q1 2026, its #73 holding.
- Bedel Financial Consulting first reported a position in Intuitive Surgical in Q4 2017 and has held it in 34 quarters since.
- Bedel Financial Consulting's Intuitive Surgical position peaked at $1.92M in Q4 2024.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.