Clifford Swan Investment Counsel’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 | $368K | Sell |
798
-177
| -18% | -$89.5K | 0.01% | 248 |
|
|
2025
Q4 | $552K | Sell |
975
-33
| -3% | -$17.6K | 0.02% | 218 |
|
|
2025
Q3 | $451K | Sell |
1,008
-131
| -12% | -$62.9K | 0.02% | 229 |
|
|
2025
Q2 | $619K | Sell |
1,139
-73
| -6% | -$38.2K | 0.02% | 204 |
|
|
2025
Q1 | $600K | Buy |
1,212
+25
| +2% | +$13.8K | 0.02% | 203 |
|
|
2024
Q4 | $620K | Buy |
1,187
+137
| +13% | +$71.4K | 0.02% | 202 |
|
|
2024
Q3 | $516K | Hold |
1,050
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $467K | Hold |
1,050
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $419K | Hold |
1,050
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $354K | Sell |
1,050
-170
| -14% | -$50.7K | 0.01% | 244 |
|
|
2023
Q3 | $357K | Hold |
1,220
| – | – | 0.02% | 242 |
|
|
2023
Q2 | $417K | Hold |
1,220
| – | – | 0.02% | 230 |
|
|
2023
Q1 | $312K | Hold |
1,220
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $324K | Sell |
1,220
-1,510
| -55% | -$368K | 0.01% | 248 |
|
|
2022
Q3 | $512K | Sell |
2,730
-225
| -8% | -$48.3K | 0.02% | 209 |
|
|
2022
Q2 | $593K | Buy |
2,955
+87
| +3% | +$20.4K | 0.03% | 207 |
|
|
2022
Q1 | $865K | Sell |
2,868
-300
| -9% | -$87.6K | 0.03% | 195 |
|
|
2021
Q4 | $1.14M | Sell |
3,168
-6,336
| -67% | -$2.18M | 0.04% | 178 |
|
|
2021
Q3 | $1.13M | Buy |
9,504
+6,261
| +193% | +$2.1M | 0.04% | 179 |
|
|
2021
Q2 | $1.07M | Hold |
3,243
| – | – | 0.04% | 179 |
|
|
2021
Q1 | $799K | Buy |
3,243
+60
| +2% | +$15.1K | 0.03% | 192 |
|
|
2020
Q4 | $868K | Buy |
3,183
+75
| +2% | +$18.6K | 0.04% | 186 |
|
|
2020
Q3 | $735K | Buy |
3,108
+225
| +8% | +$50.5K | 0.04% | 191 |
|
|
2020
Q2 | $548K | Hold |
2,883
| – | – | 0.03% | 208 |
|
|
2020
Q1 | $476K | Sell |
2,883
-3
| -0.1% | -$549 | 0.03% | 199 |
|
|
2019
Q4 | $569K | Buy |
2,886
+3
| +0.1% | +$562 | 0.03% | 201 |
|
|
2019
Q3 | $519K | Hold |
2,883
| – | – | 0.03% | 202 |
|
|
2019
Q2 | $504K | Buy |
2,883
+30
| +1% | +$5.14K | 0.03% | 207 |
|
|
2019
Q1 | $543K | Hold |
2,853
| – | – | 0.03% | 201 |
|
|
2018
Q4 | $455K | Hold |
2,853
| – | – | 0.03% | 209 |
|
|
2018
Q3 | $546K | Hold |
2,853
| – | – | 0.03% | 201 |
|
|
2018
Q2 | $455K | Sell |
2,853
-147
| -5% | -$22.4K | 0.03% | 216 |
|
|
2018
Q1 | $413K | Sell |
3,000
-105
| -3% | -$14.7K | 0.02% | 222 |
|
|
2017
Q4 | $378K | Hold |
3,105
| – | – | 0.02% | 233 |
|
|
2017
Q3 | $361K | Hold |
3,105
| – | – | 0.02% | 240 |
|
|
2017
Q2 | $323K | Hold |
3,105
| – | – | 0.02% | 251 |
|
|
2017
Q1 | $264K | Hold |
3,105
| – | – | 0.02% | 254 |
|
|
2016
Q4 | $219K | Hold |
3,105
| – | – | 0.01% | 260 |
|
|
2016
Q3 | $250K | Hold |
3,105
| – | – | 0.02% | 248 |
|
|
2016
Q2 | $228K | Hold |
3,105
| – | – | 0.02% | 241 |
|
|
2016
Q1 | $207K | Buy |
+3,105
| New | +$192K | 0.01% | 253 |
|
Other funds holding ISRG
VCM
VPM
Clifford Swan Investment Counsel's ISRG Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Intuitive Surgical (ISRG) stake by 18% in Q1 2026, selling an estimated $89.5K and leaving 798 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #248.
Clifford Swan Investment Counsel first reported a position in ISRG in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.14M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Clifford Swan Investment Counsel held 798 shares of Intuitive Surgical worth $368K as of Q1 2026.
- Clifford Swan Investment Counsel sold 177 Intuitive Surgical shares in Q1 2026, an estimated $89.5K.
- Intuitive Surgical made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #248 holding.
- Clifford Swan Investment Counsel first reported a position in Intuitive Surgical in Q1 2016 and has held it in 41 quarters since.
- Clifford Swan Investment Counsel's Intuitive Surgical position peaked at $1.14M in Q4 2021.
- 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.