Cerity Partners’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 | $91.8M | Buy |
199,217
+26,276
| +15% | +$13.3M | 0.13% | 151 |
|
|
2025
Q4 | $97.9M | Buy |
172,941
+8,584
| +5% | +$4.57M | 0.14% | 140 |
|
|
2025
Q3 | $73.5M | Sell |
164,357
-181
| -0.1% | -$86.9K | 0.12% | 156 |
|
|
2025
Q2 | $89.4M | Buy |
164,538
+3,604
| +2% | +$1.88M | 0.16% | 135 |
|
|
2025
Q1 | $79.7M | Sell |
160,934
-1,463
| -0.9% | -$809K | 0.16% | 134 |
|
|
2024
Q4 | $84.2M | Buy |
162,397
+23,222
| +17% | +$12.1M | 0.18% | 116 |
|
|
2024
Q3 | $68.4M | Buy |
139,175
+13,188
| +10% | +$6.14M | 0.15% | 144 |
|
|
2024
Q2 | $56M | Sell |
125,987
-2,697
| -2% | -$1.07M | 0.15% | 145 |
|
|
2024
Q1 | $51.3M | Buy |
128,684
+22,485
| +21% | +$8.5M | 0.14% | 154 |
|
|
2023
Q4 | $35.8M | Buy |
106,199
+13,325
| +14% | +$3.97M | 0.12% | 168 |
|
|
2023
Q3 | $27.1M | Sell |
92,874
-10,463
| -10% | -$3.27M | 0.13% | 159 |
|
|
2023
Q2 | $35.3M | Buy |
103,337
+2,546
| +3% | +$770K | 0.14% | 147 |
|
|
2023
Q1 | $29.5M | Sell |
100,791
-7,930
| -7% | -$1.95M | 0.07% | 191 |
|
|
2022
Q4 | $28.8M | Buy |
108,721
+100,564
| +1,233% | +$24.5M | 0.18% | 123 |
|
|
2022
Q3 | $1.53M | Buy |
8,157
+1,638
| +25% | +$352K | 0.02% | 425 |
|
|
2022
Q2 | $1.31M | Buy |
6,519
+2,649
| +68% | +$621K | 0.01% | 497 |
|
|
2022
Q1 | $1.17M | Sell |
3,870
-1,624
| -30% | -$474K | 0.02% | 418 |
|
|
2021
Q4 | $1.96M | Buy |
5,494
+2,917
| +113% | +$1M | 0.03% | 323 |
|
|
2021
Q3 | $854K | Buy |
2,577
+54
| +2% | +$18.1K | 0.02% | 381 |
|
|
2021
Q2 | $773K | Buy |
2,523
+45
| +2% | +$12.6K | 0.02% | 402 |
|
|
2021
Q1 | $610K | Sell |
2,478
-165
| -6% | -$41.5K | 0.01% | 412 |
|
|
2020
Q4 | $721K | Buy |
2,643
+288
| +12% | +$71.5K | 0.02% | 350 |
|
|
2020
Q3 | $557K | Buy |
2,355
+723
| +44% | +$162K | 0.02% | 310 |
|
|
2020
Q2 | $310K | Buy |
1,632
+48
| +3% | +$8.6K | 0.02% | 349 |
|
|
2020
Q1 | $261K | Sell |
1,584
-183
| -10% | -$33.5K | 0.02% | 366 |
|
|
2019
Q4 | $348K | Sell |
1,767
-570
| -24% | -$107K | 0.02% | 401 |
|
|
2019
Q3 | $421K | Buy |
2,337
+549
| +31% | +$95K | 0.02% | 338 |
|
|
2019
Q2 | $313K | Sell |
1,788
-1,680
| -48% | -$288K | 0.02% | 390 |
|
|
2019
Q1 | $660K | Buy |
3,468
+1,449
| +72% | +$258K | 0.04% | 291 |
|
|
2018
Q4 | $322K | Buy |
2,019
+72
| +4% | +$12.2K | 0.02% | 391 |
|
|
2018
Q3 | $373K | Buy |
1,947
+522
| +37% | +$92.7K | 0.03% | 379 |
|
|
2018
Q2 | $227K | Buy |
+1,425
| New | +$217K | 0.02% | 488 |
|
Other funds holding ISRG
VCM
VPM
Cerity Partners's ISRG Position: Q1 2026 in Review
Cerity Partners increased its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, buying an estimated $13.3M and bringing the position to 199,217 shares worth $91.8M. The position accounts for 0.13% of the portfolio, ranked #151.
Cerity Partners first reported a position in ISRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $97.9M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Cerity Partners held 199,217 shares of Intuitive Surgical worth $91.8M as of Q1 2026.
- Cerity Partners bought 26,276 Intuitive Surgical shares in Q1 2026, an estimated $13.3M.
- Intuitive Surgical made up 0.13% of Cerity Partners's portfolio in Q1 2026, its #151 holding.
- Cerity Partners first reported a position in Intuitive Surgical in Q2 2018 and has held it in 32 quarters since.
- Cerity Partners's Intuitive Surgical position peaked at $97.9M in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.