Chicago Partners Investment Group’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 | $1.87M | Buy |
3,873
+415
| +12% | +$210K | 0.04% | 350 |
|
|
2025
Q4 | $1.81M | Buy |
3,458
+656
| +23% | +$349K | 0.04% | 311 |
|
|
2025
Q3 | $1.53M | Buy |
2,802
+174
| +7% | +$83.5K | 0.04% | 325 |
|
|
2025
Q2 | $1.32M | Buy |
2,628
+252
| +11% | +$132K | 0.04% | 338 |
|
|
2025
Q1 | $1.27M | Sell |
2,376
-20
| -0.8% | -$11.1K | 0.04% | 318 |
|
|
2024
Q4 | $1.3M | Sell |
2,396
-65
| -3% | -$33.9K | 0.04% | 299 |
|
|
2024
Q3 | $1.26M | Buy |
2,461
+33
| +1% | +$15.4K | 0.05% | 293 |
|
|
2024
Q2 | $1.05M | Sell |
2,428
-127
| -5% | -$50.6K | 0.04% | 309 |
|
|
2024
Q1 | $963K | Buy |
2,555
+162
| +7% | +$61.2K | 0.04% | 323 |
|
|
2023
Q4 | $886K | Sell |
2,393
-39
| -2% | -$11.6K | 0.04% | 324 |
|
|
2023
Q3 | $663K | Sell |
2,432
-175
| -7% | -$54.7K | 0.04% | 344 |
|
|
2023
Q2 | $818K | Sell |
2,607
-551
| -17% | -$167K | 0.04% | 321 |
|
|
2023
Q1 | $949K | Buy |
3,158
+423
| +15% | +$104K | 0.06% | 271 |
|
|
2022
Q4 | $692K | Sell |
2,735
-308
| -10% | -$75.1K | 0.04% | 313 |
|
|
2022
Q3 | $737K | Buy |
3,043
+14
| +0.5% | +$3.01K | 0.05% | 277 |
|
|
2022
Q2 | $697K | Sell |
3,029
-40
| -1% | -$9.38K | 0.05% | 278 |
|
|
2022
Q1 | $661K | Buy |
3,069
+396
| +15% | +$116K | 0.05% | 261 |
|
|
2021
Q4 | $751K | Sell |
2,673
-5,481
| -67% | -$1.89M | 0.05% | 267 |
|
|
2021
Q3 | $953K | Buy |
8,154
+5,184
| +175% | +$1.74M | 0.07% | 231 |
|
|
2021
Q2 | $956K | Sell |
2,970
-42
| -1% | -$11.8K | 0.07% | 224 |
|
|
2021
Q1 | $869K | Buy |
3,012
+264
| +10% | +$66.4K | 0.07% | 220 |
|
|
2020
Q4 | $682K | Buy |
2,748
+684
| +33% | +$170K | 0.06% | 226 |
|
|
2020
Q3 | $469K | Buy |
2,064
+132
| +7% | +$29.6K | 0.06% | 248 |
|
|
2020
Q2 | $441K | Buy |
1,932
+495
| +34% | +$88.7K | 0.06% | 233 |
|
|
2020
Q1 | $252K | Buy |
+1,437
| New | +$263K | 0.04% | 282 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$72K | – | 620 |
|
|
2018
Q3 | $72K | Sell |
450
-9
| -2% | -$1.6K | 0.01% | 467 |
|
|
2018
Q2 | $73K | Buy |
459
+93
| +25% | +$14.2K | 0.01% | 428 |
|
|
2018
Q1 | $50K | Sell |
366
-30
| -8% | -$4.19K | 0.01% | 443 |
|
|
2017
Q4 | $48K | Hold |
396
| – | – | 0.01% | 457 |
|
|
2017
Q3 | $46K | Sell |
396
-54
| -12% | -$5.88K | 0.01% | 449 |
|
|
2017
Q2 | $42K | Buy |
+450
| New | +$43.2K | 0.01% | 410 |
|
|
2015
Q1 | – | Sell |
-117
| Closed | -$7K | – | 507 |
|
|
2014
Q4 | $7K | Buy |
+117
| New | +$6.52K | ﹤0.01% | 406 |
|
Other funds holding ISRG
VCM
VPM
Chicago Partners Investment Group's ISRG Position: Q1 2026 in Review
Chicago Partners Investment Group increased its Intuitive Surgical (ISRG) stake by 12% in Q1 2026, buying an estimated $210K and bringing the position to 3,873 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #350.
Chicago Partners Investment Group first reported a position in ISRG in Q4 2014 and has held it in 32 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Chicago Partners Investment Group held 3,873 shares of Intuitive Surgical worth $1.87M as of Q1 2026.
- Chicago Partners Investment Group bought 415 Intuitive Surgical shares in Q1 2026, an estimated $210K.
- Intuitive Surgical made up 0.04% of Chicago Partners Investment Group's portfolio in Q1 2026, its #350 holding.
- Chicago Partners Investment Group first reported a position in Intuitive Surgical in Q4 2014 and has held it in 32 quarters since.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.