Ellevest Inc’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
Q2 | $700K | Sell |
1,761
-108
| -6% | -$47.2K | 0.08% | 177 |
|
|
2026
Q1 | $862K | Buy |
1,869
+113
| +6% | +$57.2K | 0.12% | 124 |
|
|
2025
Q4 | $995K | Sell |
1,756
-108
| -6% | -$57.5K | 0.14% | 99 |
|
|
2025
Q3 | $834K | Buy |
1,864
+371
| +25% | +$178K | 0.12% | 123 |
|
|
2025
Q2 | $811K | Sell |
1,493
-55
| -4% | -$28.8K | 0.13% | 117 |
|
|
2025
Q1 | $767K | Sell |
1,548
-660
| -30% | -$365K | 0.05% | 130 |
|
|
2024
Q4 | $1.15M | Buy |
2,208
+53
| +2% | +$27.6K | 0.07% | 94 |
|
|
2024
Q3 | $1.06M | Buy |
2,155
+21
| +1% | +$9.78K | 0.06% | 102 |
|
|
2024
Q2 | $949K | Buy |
2,134
+163
| +8% | +$64.9K | 0.06% | 101 |
|
|
2024
Q1 | $787K | Sell |
1,971
-25
| -1% | -$9.45K | 0.05% | 128 |
|
|
2023
Q4 | $673K | Buy |
1,996
+90
| +5% | +$26.8K | 0.05% | 137 |
|
|
2023
Q3 | $557K | Buy |
1,906
+71
| +4% | +$22.2K | 0.04% | 131 |
|
|
2023
Q2 | $627K | Sell |
1,835
-113
| -6% | -$34.2K | 0.05% | 115 |
|
|
2023
Q1 | $498K | Sell |
1,948
-30
| -2% | -$7.39K | 0.04% | 139 |
|
|
2022
Q4 | $525K | Buy |
1,978
+99
| +5% | +$24.1K | 0.04% | 115 |
|
|
2022
Q3 | $352K | Buy |
1,879
+128
| +7% | +$27.5K | 0.03% | 154 |
|
|
2022
Q2 | $351K | Sell |
1,751
-180
| -9% | -$42.2K | 0.03% | 165 |
|
|
2022
Q1 | $583K | Buy |
1,931
+250
| +15% | +$73K | 0.05% | 91 |
|
|
2021
Q4 | $604K | Buy |
1,681
+61
| +4% | +$21K | 0.05% | 82 |
|
|
2021
Q3 | $537K | Buy |
1,620
+33
| +2% | +$11.1K | 0.05% | 85 |
|
|
2021
Q2 | $486K | Buy |
1,587
+282
| +22% | +$79.1K | 0.05% | 91 |
|
|
2021
Q1 | $321K | Buy |
1,305
+183
| +16% | +$46K | 0.04% | 119 |
|
|
2020
Q4 | $306K | Buy |
1,122
+234
| +26% | +$58.1K | 0.04% | 103 |
|
|
2020
Q3 | $210K | Buy |
888
+93
| +12% | +$20.9K | 0.04% | 128 |
|
|
2020
Q2 | $151K | Buy |
795
+345
| +77% | +$61.8K | 0.03% | 136 |
|
|
2020
Q1 | $74K | Buy |
450
+138
| +44% | +$25.3K | 0.02% | 173 |
|
|
2019
Q4 | $61K | Buy |
312
+288
| +1,200% | +$53.9K | 0.02% | 150 |
|
|
2019
Q3 | $4K | Sell |
24
-12
| -33% | -$2.08K | ﹤0.01% | 284 |
|
|
2019
Q2 | $6K | Buy |
36
+18
| +100% | +$3.08K | ﹤0.01% | 284 |
|
|
2019
Q1 | $3K | Sell |
18
-6
| -25% | -$1.07K | ﹤0.01% | 269 |
|
|
2018
Q4 | $4K | Buy |
+24
| New | +$4.07K | ﹤0.01% | 444 |
|
Other funds holding ISRG
Ellevest Inc's ISRG Position: Q2 2026 in Review
Ellevest Inc reduced its Intuitive Surgical (ISRG) stake by 5.8% in Q2 2026, selling an estimated $47.2K and leaving 1,761 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #177.
Ellevest Inc first reported a position in ISRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.15M in Q4 2024. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Ellevest Inc held 1,761 shares of Intuitive Surgical worth $700K as of Q2 2026.
- Ellevest Inc sold 108 Intuitive Surgical shares in Q2 2026, an estimated $47.2K.
- Intuitive Surgical made up 0.08% of Ellevest Inc's portfolio in Q2 2026, its #177 holding.
- Ellevest Inc first reported a position in Intuitive Surgical in Q4 2018 and has held it in 31 quarters since.
- Ellevest Inc's Intuitive Surgical position peaked at $1.15M in Q4 2024.
- 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.