Charles Schwab’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 | $1.21B | Buy |
2,623,702
+69,188
| +3% | +$35M | 0.18% | 91 |
|
|
2025
Q4 | $1.45B | Buy |
2,554,514
+39,831
| +2% | +$21.2M | 0.22% | 74 |
|
|
2025
Q3 | $1.12B | Buy |
2,514,683
+89,747
| +4% | +$43.1M | 0.18% | 92 |
|
|
2025
Q2 | $1.32B | Buy |
2,424,936
+53,526
| +2% | +$28M | 0.23% | 73 |
|
|
2025
Q1 | $1.17B | Buy |
2,371,410
+53,741
| +2% | +$29.7M | 0.22% | 72 |
|
|
2024
Q4 | $1.21B | Buy |
2,317,669
+90,202
| +4% | +$47M | 0.22% | 71 |
|
|
2024
Q3 | $1.09B | Buy |
2,227,467
+28,703
| +1% | +$13.4M | 0.21% | 81 |
|
|
2024
Q2 | $978M | Buy |
2,198,764
+71,303
| +3% | +$28.4M | 0.19% | 93 |
|
|
2024
Q1 | $849M | Buy |
2,127,461
+33,320
| +2% | +$12.6M | 0.2% | 90 |
|
|
2023
Q4 | $706M | Buy |
2,094,141
+63,726
| +3% | +$19M | 0.18% | 106 |
|
|
2023
Q3 | $593M | Buy |
2,030,415
+17,477
| +0.9% | +$5.46M | 0.17% | 105 |
|
|
2023
Q2 | $688M | Buy |
2,012,938
+6,847
| +0.3% | +$2.07M | 0.2% | 91 |
|
|
2023
Q1 | $512M | Buy |
2,006,091
+36,708
| +2% | +$9.04M | 0.16% | 112 |
|
|
2022
Q4 | $523M | Buy |
1,969,383
+45,156
| +2% | +$11M | 0.17% | 117 |
|
|
2022
Q3 | $361M | Buy |
1,924,227
+7,352
| +0.4% | +$1.58M | 0.13% | 144 |
|
|
2022
Q2 | $385M | Buy |
1,916,875
+33,990
| +2% | +$7.97M | 0.13% | 137 |
|
|
2022
Q1 | $568M | Buy |
1,882,885
+118,323
| +7% | +$34.6M | 0.17% | 108 |
|
|
2021
Q4 | $634M | Buy |
1,764,562
+49,135
| +3% | +$16.9M | 0.19% | 99 |
|
|
2021
Q3 | $568M | Buy |
1,715,427
+41,967
| +3% | +$14.1M | 0.19% | 100 |
|
|
2021
Q2 | $513M | Buy |
1,673,460
+53,496
| +3% | +$15M | 0.17% | 106 |
|
|
2021
Q1 | $399M | Buy |
1,619,964
+23,139
| +1% | +$5.82M | 0.15% | 128 |
|
|
2020
Q4 | $435M | Buy |
1,596,825
+26,448
| +2% | +$6.57M | 0.17% | 111 |
|
|
2020
Q3 | $371M | Buy |
1,570,377
+35,934
| +2% | +$8.07M | 0.17% | 114 |
|
|
2020
Q2 | $291M | Buy |
1,534,443
+31,089
| +2% | +$5.57M | 0.14% | 137 |
|
|
2020
Q1 | $248M | Buy |
1,503,354
+16,947
| +1% | +$3.1M | 0.15% | 141 |
|
|
2019
Q4 | $293M | Buy |
1,486,407
+32,295
| +2% | +$6.05M | 0.16% | 118 |
|
|
2019
Q3 | $262M | Buy |
1,454,112
+42,615
| +3% | +$7.37M | 0.15% | 125 |
|
|
2019
Q2 | $247M | Buy |
1,411,497
+31,617
| +2% | +$5.42M | 0.15% | 125 |
|
|
2019
Q1 | $262M | Buy |
1,379,880
+38,538
| +3% | +$6.85M | 0.17% | 110 |
|
|
2018
Q4 | $214M | Buy |
1,341,342
+32,556
| +2% | +$5.52M | 0.16% | 109 |
|
|
2018
Q3 | $250M | Buy |
1,308,786
+29,304
| +2% | +$5.2M | 0.17% | 108 |
|
|
2018
Q2 | $204M | Buy |
1,279,482
+53,607
| +4% | +$8.18M | 0.15% | 130 |
|
|
2018
Q1 | $169M | Buy |
1,225,875
+67,764
| +6% | +$9.46M | 0.13% | 150 |
|
|
2017
Q4 | $141M | Buy |
1,158,111
+52,191
| +5% | +$6.53M | 0.11% | 166 |
|
|
2017
Q3 | $129M | Buy |
1,105,920
+40,815
| +4% | +$4.45M | 0.11% | 167 |
|
|
2017
Q2 | $111M | Buy |
1,065,105
+26,136
| +3% | +$2.51M | 0.1% | 191 |
|
|
2017
Q1 | $88.5M | Buy |
1,038,969
+15,822
| +2% | +$1.25M | 0.09% | 219 |
|
|
2016
Q4 | $72.1M | Sell |
1,023,147
-7,731
| -0.7% | -$568K | 0.08% | 244 |
|
|
2016
Q3 | $83M | Buy |
1,030,878
+105,552
| +11% | +$8.08M | 0.1% | 204 |
|
|
2016
Q2 | $68M | Buy |
925,326
+14,823
| +2% | +$1.04M | 0.09% | 240 |
|
|
2016
Q1 | $60.8M | Buy |
910,503
+46,746
| +5% | +$2.9M | 0.08% | 254 |
|
|
2015
Q4 | $52.4M | Buy |
863,757
+31,833
| +4% | +$1.79M | 0.07% | 274 |
|
|
2015
Q3 | $42.5M | Buy |
831,924
+14,508
| +2% | +$822K | 0.06% | 290 |
|
|
2015
Q2 | $44M | Buy |
817,416
+18,153
| +2% | +$1.02M | 0.06% | 310 |
|
|
2015
Q1 | $44.9M | Buy |
799,263
+49,113
| +7% | +$2.78M | 0.06% | 304 |
|
|
2014
Q4 | $44.1M | Buy |
750,150
+24,408
| +3% | +$1.36M | 0.07% | 286 |
|
|
2014
Q3 | $37.2M | Buy |
725,742
+10,008
| +1% | +$497K | 0.06% | 296 |
|
|
2014
Q2 | $32.7M | Sell |
715,734
-21,546
| -3% | -$951K | 0.06% | 333 |
|
|
2014
Q1 | $35.9M | Buy |
737,280
+16,587
| +2% | +$781K | 0.06% | 284 |
|
|
2013
Q4 | $30.8M | Buy |
720,693
+21,942
| +3% | +$923K | 0.06% | 315 |
|
|
2013
Q3 | $28.9M | Buy |
698,751
+20,223
| +3% | +$893K | 0.06% | 311 |
|
|
2013
Q2 | $37.8M | Buy |
+678,528
| New | +$37.4M | 0.08% | 230 |
|
Other funds holding ISRG
VCM
VPM
Charles Schwab's ISRG Position: Q1 2026 in Review
Charles Schwab increased its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, buying an estimated $35M and bringing the position to 2,623,702 shares worth $1.21B. The position accounts for 0.18% of the portfolio, ranked #91.
Charles Schwab first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.45B in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Charles Schwab held 2,623,702 shares of Intuitive Surgical worth $1.21B as of Q1 2026.
- Charles Schwab bought 69,188 Intuitive Surgical shares in Q1 2026, an estimated $35M.
- Intuitive Surgical made up 0.18% of Charles Schwab's portfolio in Q1 2026, its #91 holding.
- Charles Schwab first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Charles Schwab's Intuitive Surgical position peaked at $1.45B in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.