Edmond de Rothschild Holding’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 | $437K | Sell |
948
-687
| -42% | -$348K | 0.01% | 330 |
|
|
2025
Q4 | $926K | Buy |
1,635
+581
| +55% | +$309K | 0.01% | 300 |
|
|
2025
Q3 | $471K | Sell |
1,054
-113
| -10% | -$54.2K | 0.01% | 334 |
|
|
2025
Q2 | $634K | Buy |
1,167
+187
| +19% | +$97.8K | 0.01% | 315 |
|
|
2025
Q1 | $485K | Sell |
980
-213
| -18% | -$118K | 0.01% | 324 |
|
|
2024
Q4 | $623K | Hold |
1,193
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $586K | Sell |
1,193
-20,202
| -94% | -$9.41M | 0.01% | 322 |
|
|
2024
Q2 | $9.52M | Sell |
21,395
-2,176
| -9% | -$867K | 0.16% | 124 |
|
|
2024
Q1 | $9.41M | Sell |
23,571
-6,173
| -21% | -$2.33M | 0.16% | 135 |
|
|
2023
Q4 | $10M | Sell |
29,744
-3,163
| -10% | -$943K | 0.18% | 126 |
|
|
2023
Q3 | $9.62M | Buy |
32,907
+112
| +0.3% | +$35K | 0.19% | 121 |
|
|
2023
Q2 | $11.2M | Sell |
32,795
-4,119
| -11% | -$1.25M | 0.22% | 115 |
|
|
2023
Q1 | $9.43M | Buy |
36,914
+3,266
| +10% | +$805K | 0.21% | 121 |
|
|
2022
Q4 | $8.93M | Sell |
33,648
-1,840
| -5% | -$449K | 0.21% | 118 |
|
|
2022
Q3 | $6.65M | Buy |
35,488
+393
| +1% | +$84.4K | 0.18% | 137 |
|
|
2022
Q2 | $7.04M | Buy |
35,095
+576
| +2% | +$135K | 0.17% | 132 |
|
|
2022
Q1 | $10.4M | Buy |
34,519
+9,933
| +40% | +$2.9M | 0.23% | 112 |
|
|
2021
Q4 | $8.83M | Buy |
24,586
+331
| +1% | +$114K | 0.19% | 123 |
|
|
2021
Q3 | $8.04M | Buy |
24,255
+3,492
| +17% | +$1.17M | 0.19% | 124 |
|
|
2021
Q2 | $6.36M | Buy |
20,763
+1,497
| +8% | +$420K | 0.15% | 142 |
|
|
2021
Q1 | $4.75M | Buy |
19,266
+6,900
| +56% | +$1.74M | 0.13% | 163 |
|
|
2020
Q4 | $3.37M | Buy |
12,366
+2,325
| +23% | +$577K | 0.11% | 176 |
|
|
2020
Q3 | $2.38M | Buy |
10,041
+2,187
| +28% | +$491K | 0.09% | 183 |
|
|
2020
Q2 | $1.49M | Buy |
7,854
+1,935
| +33% | +$347K | 0.06% | 209 |
|
|
2020
Q1 | $977K | Buy |
5,919
+4,590
| +345% | +$841K | 0.05% | 210 |
|
|
2019
Q4 | $262K | Buy |
1,329
+819
| +161% | +$153K | 0.01% | 353 |
|
|
2019
Q3 | $92K | Buy |
+510
| New | +$88.2K | ﹤0.01% | 421 |
|
|
2019
Q1 | – | Sell |
-93
| Closed | -$15K | – | 655 |
|
|
2018
Q4 | $15K | Buy |
93
+27
| +41% | +$4.58K | ﹤0.01% | 621 |
|
|
2018
Q3 | $13K | Hold |
66
| – | – | ﹤0.01% | 694 |
|
|
2018
Q2 | $11K | Buy |
66
+30
| +83% | +$4.58K | ﹤0.01% | 705 |
|
|
2018
Q1 | $5K | Sell |
36
-4,884
| -99% | -$682K | ﹤0.01% | 745 |
|
|
2017
Q4 | $599K | Buy |
4,920
+4,830
| +5,367% | +$604K | 0.02% | 331 |
|
|
2017
Q3 | $10K | Buy |
+90
| New | +$9.81K | ﹤0.01% | 769 |
|
|
2016
Q3 | – | Sell |
-9,270
| Closed | -$681K | – | 868 |
|
|
2016
Q2 | $681K | Hold |
9,270
| – | – | 0.02% | 308 |
|
|
2016
Q1 | $619K | Buy |
+9,270
| New | +$574K | 0.02% | 328 |
|
Other funds holding ISRG
VCM
VPM
