EP Wealth Advisors’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 | $10.5M | Buy |
22,844
+10,063
| +79% | +$5.09M | 0.05% | 212 |
|
|
2025
Q4 | $7.24M | Buy |
+12,781
| New | +$6.8M | 0.04% | 232 |
|
|
2025
Q2 | $7.35M | Buy |
13,528
+79
| +0.6% | +$41.3K | 0.05% | 216 |
|
|
2025
Q1 | $6.66M | Sell |
13,449
-194
| -1% | -$107K | 0.05% | 190 |
|
|
2024
Q4 | $7.12M | Sell |
13,643
-294
| -2% | -$153K | 0.06% | 180 |
|
|
2024
Q3 | $6.85M | Sell |
13,937
-850
| -6% | -$396K | 0.06% | 187 |
|
|
2024
Q2 | $6.58M | Buy |
14,787
+60
| +0.4% | +$23.9K | 0.07% | 156 |
|
|
2024
Q1 | $5.88M | Sell |
14,727
-120
| -0.8% | -$45.3K | 0.07% | 155 |
|
|
2023
Q4 | $5.01M | Sell |
14,847
-27
| -0.2% | -$8.05K | 0.06% | 161 |
|
|
2023
Q3 | $4.35M | Sell |
14,874
-50,179
| -77% | -$15.7M | 0.07% | 163 |
|
|
2023
Q2 | $5.11M | Sell |
65,053
-1,408
| -2% | -$426K | 0.07% | 150 |
|
|
2023
Q1 | $0 | Buy |
66,461
+50,779
| +324% | +$12.5M | ﹤0.01% | 668 |
|
|
2022
Q4 | $4.16M | Buy |
+15,682
| New | +$3.82M | 0.08% | 145 |
|
|
2022
Q3 | – | Sell |
-4,176
| Closed | -$838K | – | 473 |
|
|
2022
Q2 | $838K | Sell |
4,176
-2,984
| -42% | -$700K | 0.02% | 281 |
|
|
2022
Q1 | $2.16M | Buy |
7,160
+32
| +0.4% | +$9.35K | 0.05% | 195 |
|
|
2021
Q4 | $2.56M | Sell |
7,128
-87
| -1% | -$29.9K | 0.06% | 164 |
|
|
2021
Q3 | $2.39M | Sell |
7,215
-156
| -2% | -$52.4K | 0.07% | 150 |
|
|
2021
Q2 | $2.26M | Sell |
7,371
-3,282
| -31% | -$921K | 0.06% | 169 |
|
|
2021
Q1 | $2.62M | Buy |
10,653
+483
| +5% | +$122K | 0.08% | 147 |
|
|
2020
Q4 | $2.77M | Sell |
10,170
-3
| -0% | -$745 | 0.1% | 108 |
|
|
2020
Q3 | $2.41M | Sell |
10,173
-291
| -3% | -$65.3K | 0.1% | 97 |
|
|
2020
Q2 | $1.99M | Sell |
10,464
-60
| -0.6% | -$10.8K | 0.08% | 118 |
|
|
2020
Q1 | $1.74M | Sell |
10,524
-879
| -8% | -$161K | 0.09% | 124 |
|
|
2019
Q4 | $2.25M | Buy |
11,403
+705
| +7% | +$132K | 0.09% | 127 |
|
|
2019
Q3 | $1.93M | Buy |
10,698
+5,271
| +97% | +$912K | 0.1% | 107 |
|
|
2019
Q2 | $949K | Buy |
5,427
+1,566
| +41% | +$268K | 0.06% | 135 |
|
|
2019
Q1 | $734K | Sell |
3,861
-684
| -15% | -$122K | 0.07% | 135 |
|
|
2018
Q4 | $726K | Buy |
4,545
+531
| +13% | +$90K | 0.06% | 147 |
|
|
2018
Q3 | $768K | Buy |
4,014
+1,125
| +39% | +$200K | 0.06% | 139 |
|
|
2018
Q2 | $461K | Sell |
2,889
-9
| -0.3% | -$1.37K | 0.04% | 122 |
|
|
2018
Q1 | $399K | Buy |
+2,898
| New | +$404K | 0.04% | 135 |
|
Other funds holding ISRG
VCM
VPM
EP Wealth Advisors's ISRG Position: Q1 2026 in Review
EP Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 79% in Q1 2026, buying an estimated $5.09M and bringing the position to 22,844 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #212.
EP Wealth Advisors first reported a position in ISRG in Q1 2018 and has held it in 31 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- EP Wealth Advisors held 22,844 shares of Intuitive Surgical worth $10.5M as of Q1 2026.
- EP Wealth Advisors bought 10,063 Intuitive Surgical shares in Q1 2026, an estimated $5.09M.
- Intuitive Surgical made up 0.05% of EP Wealth Advisors's portfolio in Q1 2026, its #212 holding.
- EP Wealth Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 31 quarters since.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.