Carson Wealth (CWM LLC)’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 | $25.2M | Buy |
54,633
+5,112
| +10% | +$2.59M | 0.07% | 270 |
|
|
2025
Q4 | $28M | Buy |
49,521
+6,455
| +15% | +$3.44M | 0.08% | 231 |
|
|
2025
Q3 | $19.3M | Buy |
43,066
+2,064
| +5% | +$990K | 0.06% | 283 |
|
|
2025
Q2 | $22.3M | Sell |
41,002
-8,030
| -16% | -$4.2M | 0.08% | 217 |
|
|
2025
Q1 | $24.3M | Buy |
49,032
+3,253
| +7% | +$1.8M | 0.1% | 193 |
|
|
2024
Q4 | $23.9M | Buy |
45,779
+2,627
| +6% | +$1.37M | 0.1% | 183 |
|
|
2024
Q3 | $21.2M | Buy |
43,152
+2,162
| +5% | +$1.01M | 0.09% | 197 |
|
|
2024
Q2 | $18.2M | Buy |
40,990
+4,488
| +12% | +$1.79M | 0.09% | 217 |
|
|
2024
Q1 | $14.6M | Buy |
36,502
+4,578
| +14% | +$1.73M | 0.07% | 240 |
|
|
2023
Q4 | $10.8M | Buy |
31,924
+6,659
| +26% | +$1.98M | 0.06% | 263 |
|
|
2023
Q3 | $7.38M | Buy |
25,265
+6,756
| +37% | +$2.11M | 0.05% | 291 |
|
|
2023
Q2 | $6.33M | Buy |
18,509
+6,497
| +54% | +$1.97M | 0.04% | 305 |
|
|
2023
Q1 | $3.07M | Buy |
12,012
+2,298
| +24% | +$566K | 0.02% | 411 |
|
|
2022
Q4 | $2.58M | Buy |
9,714
+403
| +4% | +$98.3K | 0.02% | 413 |
|
|
2022
Q3 | $1.75M | Sell |
9,311
-27,688
| -75% | -$5.95M | 0.01% | 439 |
|
|
2022
Q2 | $7.43M | Sell |
36,999
-47,243
| -56% | -$11.1M | 0.06% | 238 |
|
|
2022
Q1 | $25.4M | Buy |
84,242
+388
| +0.5% | +$113K | 0.18% | 112 |
|
|
2021
Q4 | $30.1M | Buy |
+83,854
| New | +$28.9M | 0.21% | 93 |
|
|
2021
Q2 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2021
Q1 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2020
Q4 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2020
Q3 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2020
Q2 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2020
Q1 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2019
Q4 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2019
Q3 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2019
Q2 | $22.6M | Hold |
73,590
| – | – | 0.18% | 115 |
|
|
2019
Q1 | $22.6M | Buy |
73,590
+72,045
| +4,663% | +$12.8M | 0.18% | 115 |
|
|
2018
Q4 | $247K | Buy |
1,545
+297
| +24% | +$50.3K | 0.01% | 558 |
|
|
2018
Q3 | $239K | Buy |
1,248
+114
| +10% | +$20.2K | 0.01% | 490 |
|
|
2018
Q2 | $181K | Buy |
1,134
+279
| +33% | +$42.5K | 0.01% | 435 |
|
|
2018
Q1 | $118K | Hold |
855
| – | – | ﹤0.01% | 426 |
|
|
2017
Q4 | $104K | Hold |
855
| – | – | ﹤0.01% | 423 |
|
|
2017
Q3 | $99K | Buy |
855
+495
| +138% | +$53.9K | ﹤0.01% | 418 |
|
|
2017
Q2 | $37K | Hold |
360
| – | – | ﹤0.01% | 523 |
|
|
2017
Q1 | $31K | Hold |
360
| – | – | ﹤0.01% | 535 |
|
|
2016
Q4 | $25K | Hold |
360
| – | – | ﹤0.01% | 546 |
|
|
2016
Q3 | $29K | Buy |
+360
| New | +$27.6K | ﹤0.01% | 503 |
|
Other funds holding ISRG
VCM
VPM
Carson Wealth (CWM LLC)'s ISRG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, buying an estimated $2.59M and bringing the position to 54,633 shares worth $25.2M. The position accounts for 0.07% of the portfolio, ranked #270.
Carson Wealth (CWM LLC) first reported a position in ISRG in Q3 2016 and has held it in 38 quarters since. The position peaked at $30.1M in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Carson Wealth (CWM LLC) held 54,633 shares of Intuitive Surgical worth $25.2M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 5,112 Intuitive Surgical shares in Q1 2026, an estimated $2.59M.
- Intuitive Surgical made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #270 holding.
- Carson Wealth (CWM LLC) first reported a position in Intuitive Surgical in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Intuitive Surgical position peaked at $30.1M in Q4 2021.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.