Belpointe Asset 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 | $707K | Sell |
1,777
-3,207
| -64% | -$1.4M | 0.02% | 604 |
|
|
2026
Q1 | $2.3M | Buy |
4,984
+333
| +7% | +$168K | 0.08% | 216 |
|
|
2025
Q4 | $2.63M | Buy |
4,651
+2,653
| +133% | +$1.41M | 0.1% | 186 |
|
|
2025
Q3 | $894K | Sell |
1,998
-353
| -15% | -$169K | 0.03% | 446 |
|
|
2025
Q2 | $1.28M | Sell |
2,351
-73
| -3% | -$38.2K | 0.05% | 288 |
|
|
2025
Q1 | $1.2M | Sell |
2,424
-143
| -6% | -$79.1K | 0.06% | 294 |
|
|
2024
Q4 | $1.26M | Sell |
2,567
-12
| -0.5% | -$6.25K | 0.08% | 256 |
|
|
2024
Q3 | $1.27M | Sell |
2,579
-118
| -4% | -$54.9K | 0.08% | 255 |
|
|
2024
Q2 | $1.2M | Buy |
2,697
+153
| +6% | +$60.9K | 0.08% | 225 |
|
|
2024
Q1 | $1.02M | Buy |
2,544
+68
| +3% | +$25.7K | 0.08% | 259 |
|
|
2023
Q4 | $835K | Sell |
2,476
-120
| -5% | -$35.8K | 0.07% | 249 |
|
|
2023
Q3 | $759K | Buy |
2,596
+213
| +9% | +$66.5K | 0.08% | 246 |
|
|
2023
Q2 | $815K | Sell |
2,383
-1,126
| -32% | -$341K | 0.09% | 221 |
|
|
2023
Q1 | $896K | Buy |
3,509
+564
| +19% | +$139K | 0.05% | 364 |
|
|
2022
Q4 | $781K | Buy |
2,945
+66
| +2% | +$16.1K | 0.05% | 387 |
|
|
2022
Q3 | $540K | Buy |
2,879
+1,983
| +221% | +$426K | 0.04% | 476 |
|
|
2022
Q2 | $180K | Sell |
896
-322
| -26% | -$75.5K | 0.01% | 866 |
|
|
2022
Q1 | $367K | Sell |
1,218
-587
| -33% | -$171K | 0.02% | 641 |
|
|
2021
Q4 | $649K | Buy |
1,805
+863
| +92% | +$297K | 0.04% | 442 |
|
|
2021
Q3 | $312K | Buy |
942
+234
| +33% | +$78.6K | 0.02% | 665 |
|
|
2021
Q2 | $217K | Buy |
708
+132
| +23% | +$37K | 0.02% | 807 |
|
|
2021
Q1 | $141K | Sell |
576
-621
| -52% | -$156K | 0.01% | 877 |
|
|
2020
Q4 | $326K | Sell |
1,197
-282
| -19% | -$70K | 0.03% | 530 |
|
|
2020
Q3 | $349K | Sell |
1,479
-3,468
| -70% | -$779K | 0.04% | 395 |
|
|
2020
Q2 | $941K | Buy |
4,947
+3,771
| +321% | +$676K | 0.12% | 182 |
|
|
2020
Q1 | $194K | Sell |
1,176
-489
| -29% | -$89.6K | 0.03% | 436 |
|
|
2019
Q4 | $328K | Sell |
1,665
-1,071
| -39% | -$201K | 0.04% | 425 |
|
|
2019
Q3 | $492K | Sell |
2,736
-354
| -11% | -$61.2K | 0.08% | 287 |
|
|
2019
Q2 | $540K | Buy |
3,090
+831
| +37% | +$142K | 0.11% | 210 |
|
|
2019
Q1 | $430K | Buy |
2,259
+957
| +74% | +$170K | 0.08% | 187 |
|
|
2018
Q4 | $208K | Sell |
1,302
-486
| -27% | -$82.4K | 0.05% | 339 |
|
|
2018
Q3 | $342K | Buy |
+1,788
| New | +$317K | 0.05% | 330 |
|
Other funds holding ISRG
Belpointe Asset Management's ISRG Position: Q2 2026 in Review
Belpointe Asset Management reduced its Intuitive Surgical (ISRG) stake by 64% in Q2 2026, selling an estimated $1.4M and leaving 1,777 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #604.
Belpointe Asset Management first reported a position in ISRG in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.63M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Belpointe Asset Management held 1,777 shares of Intuitive Surgical worth $707K as of Q2 2026.
- Belpointe Asset Management sold 3,207 Intuitive Surgical shares in Q2 2026, an estimated $1.4M.
- Intuitive Surgical made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #604 holding.
- Belpointe Asset Management first reported a position in Intuitive Surgical in Q3 2018 and has held it in 32 quarters since.
- Belpointe Asset Management's Intuitive Surgical position peaked at $2.63M in Q4 2025.
- 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.