Envestnet Asset Management’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 | $254M | Buy |
551,097
+64,594
| +13% | +$32.7M | 0.07% | 265 |
|
|
2025
Q4 | $276M | Sell |
486,503
-32,216
| -6% | -$17.2M | 0.08% | 229 |
|
|
2025
Q3 | $232M | Sell |
518,719
-21,105
| -4% | -$10.1M | 0.07% | 271 |
|
|
2025
Q2 | $293M | Sell |
539,824
-27,536
| -5% | -$14.4M | 0.09% | 216 |
|
|
2025
Q1 | $281M | Sell |
567,360
-2,626
| -0.5% | -$1.45M | 0.09% | 208 |
|
|
2024
Q4 | $298M | Sell |
569,986
-51,449
| -8% | -$26.8M | 0.1% | 188 |
|
|
2024
Q3 | $305M | Sell |
621,435
-13,178
| -2% | -$6.14M | 0.1% | 184 |
|
|
2024
Q2 | $282M | Sell |
634,613
-10,619
| -2% | -$4.23M | 0.1% | 191 |
|
|
2024
Q1 | $258M | Buy |
645,232
+16,602
| +3% | +$6.27M | 0.1% | 205 |
|
|
2023
Q4 | $212M | Buy |
628,630
+92,262
| +17% | +$27.5M | 0.09% | 217 |
|
|
2023
Q3 | $157M | Buy |
536,368
+69,861
| +15% | +$21.8M | 0.07% | 260 |
|
|
2023
Q2 | $160M | Buy |
466,507
+17,163
| +4% | +$5.19M | 0.07% | 243 |
|
|
2023
Q1 | $115M | Buy |
449,344
+23,126
| +5% | +$5.7M | 0.06% | 298 |
|
|
2022
Q4 | $113M | Buy |
426,218
+14,772
| +4% | +$3.6M | 0.06% | 294 |
|
|
2022
Q3 | $77.1M | Sell |
411,446
-41,457
| -9% | -$8.9M | 0.04% | 343 |
|
|
2022
Q2 | $90.9M | Buy |
452,903
+11,999
| +3% | +$2.82M | 0.05% | 305 |
|
|
2022
Q1 | $133M | Buy |
440,904
+3,982
| +0.9% | +$1.16M | 0.07% | 251 |
|
|
2021
Q4 | $157M | Buy |
436,922
+69,464
| +19% | +$23.9M | 0.08% | 228 |
|
|
2021
Q3 | $122M | Buy |
367,458
+6,264
| +2% | +$2.1M | 0.07% | 249 |
|
|
2021
Q2 | $111M | Buy |
361,194
+21,141
| +6% | +$5.93M | 0.06% | 250 |
|
|
2021
Q1 | $83.8M | Buy |
340,053
+51,606
| +18% | +$13M | 0.05% | 284 |
|
|
2020
Q4 | $78.7M | Buy |
288,447
+33,381
| +13% | +$8.29M | 0.06% | 246 |
|
|
2020
Q3 | $60.3M | Buy |
255,066
+90,741
| +55% | +$20.4M | 0.05% | 271 |
|
|
2020
Q2 | $31.2M | Buy |
164,325
+36,885
| +29% | +$6.61M | 0.03% | 395 |
|
|
2020
Q1 | $21M | Buy |
127,440
+16,146
| +15% | +$2.96M | 0.02% | 439 |
|
|
2019
Q4 | $21.9M | Buy |
111,294
+8,400
| +8% | +$1.57M | 0.02% | 501 |
|
|
2019
Q3 | $18.5M | Buy |
102,894
+11,784
| +13% | +$2.04M | 0.02% | 524 |
|
|
2019
Q2 | $15.9M | Buy |
91,110
+22,341
| +32% | +$3.83M | 0.02% | 556 |
|
|
2019
Q1 | $13.1M | Sell |
68,769
-75,333
| -52% | -$13.4M | 0.02% | 591 |
|
|
2018
Q4 | $23M | Buy |
144,102
+138,768
| +2,602% | +$23.5M | 0.04% | 333 |
|
|
2018
Q3 | $1.02M | Sell |
5,334
-7,353
| -58% | -$1.31M | ﹤0.01% | 732 |
|
|
2018
Q2 | $2.02M | Buy |
12,687
+351
| +3% | +$53.5K | ﹤0.01% | 806 |
|
|
2018
Q1 | $1.76M | Sell |
12,336
-117,516
| -90% | -$16.4M | 0.01% | 751 |
|
|
2017
Q4 | $15.8M | Sell |
129,852
-21,303
| -14% | -$2.67M | 0.04% | 286 |
|
|
2017
Q3 | $17.6M | Buy |
151,155
+8,352
| +6% | +$910K | 0.04% | 245 |
|
|
2017
Q2 | $14.8M | Sell |
142,803
-40,887
| -22% | -$3.93M | 0.04% | 278 |
|
|
2017
Q1 | $15.6M | Sell |
183,690
-2,691
| -1% | -$213K | 0.05% | 252 |
|
|
2016
Q4 | $13.1M | Buy |
186,381
+9,072
| +5% | +$667K | 0.05% | 277 |
|
|
2016
Q3 | $14.3M | Sell |
177,309
-7,578
| -4% | -$580K | 0.06% | 252 |
|
|
2016
Q2 | $13.6M | Buy |
184,887
+3,348
| +2% | +$236K | 0.05% | 296 |
|
|
2016
Q1 | $12.1M | Sell |
181,539
-1,350
| -0.7% | -$83.7K | 0.05% | 300 |
|
|
2015
Q4 | $11.1M | Buy |
182,889
+77,607
| +74% | +$4.36M | 0.05% | 314 |
|
|
2015
Q3 | $5.38M | Sell |
105,282
-936
| -0.9% | -$53K | 0.03% | 527 |
|
|
2015
Q2 | $5.72M | Buy |
106,218
+78,975
| +290% | +$4.42M | 0.03% | 549 |
|
|
2015
Q1 | $1.53M | Buy |
27,243
+20,295
| +292% | +$1.15M | 0.01% | 1109 |
|
|
2014
Q4 | $408K | Buy |
6,948
+819
| +13% | +$45.6K | ﹤0.01% | 760 |
|
|
2014
Q3 | $314K | Sell |
6,129
-720
| -11% | -$35.7K | ﹤0.01% | 925 |
|
|
2014
Q2 | $313K | Sell |
6,849
-2,115
| -24% | -$93.3K | ﹤0.01% | 875 |
|
|
2014
Q1 | $436K | Sell |
8,964
-837
| -9% | -$39.4K | ﹤0.01% | 688 |
|
|
2013
Q4 | $418K | Buy |
9,801
+1,530
| +18% | +$64.4K | ﹤0.01% | 667 |
|
|
2013
Q3 | $346K | Sell |
8,271
-225
| -3% | -$9.94K | ﹤0.01% | 688 |
|
|
2013
Q2 | $478K | Buy |
+8,496
| New | +$468K | 0.01% | 592 |
|
Other funds holding ISRG
VCM
VPM
Envestnet Asset Management's ISRG Position: Q1 2026 in Review
Envestnet Asset Management increased its Intuitive Surgical (ISRG) stake by 13% in Q1 2026, buying an estimated $32.7M and bringing the position to 551,097 shares worth $254M. The position accounts for 0.07% of the portfolio, ranked #265.
Envestnet Asset Management first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $305M in Q3 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Envestnet Asset Management held 551,097 shares of Intuitive Surgical worth $254M as of Q1 2026.
- Envestnet Asset Management bought 64,594 Intuitive Surgical shares in Q1 2026, an estimated $32.7M.
- Intuitive Surgical made up 0.07% of Envestnet Asset Management's portfolio in Q1 2026, its #265 holding.
- Envestnet Asset Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's Intuitive Surgical position peaked at $305M in Q3 2024.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.