Fiduciary Group’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 | $10.3M | Sell |
22,313
-215
| -1% | -$109K | 0.88% | 30 |
|
|
2025
Q4 | $12.8M | Sell |
22,528
-295
| -1% | -$157K | 1.07% | 23 |
|
|
2025
Q3 | $10.2M | Buy |
22,823
+200
| +0.9% | +$96K | 0.9% | 29 |
|
|
2025
Q2 | $12.3M | Buy |
22,623
+6
| +0% | +$3.14K | 1.16% | 22 |
|
|
2025
Q1 | $11.2M | Sell |
22,617
-150
| -0.7% | -$83K | 1.12% | 21 |
|
|
2024
Q4 | $11.9M | Sell |
22,767
-277
| -1% | -$144K | 1.19% | 19 |
|
|
2024
Q3 | $11.3M | Sell |
23,044
-263
| -1% | -$122K | 1.15% | 20 |
|
|
2024
Q2 | $10.4M | Sell |
23,307
-315
| -1% | -$125K | 1.11% | 23 |
|
|
2024
Q1 | $9.43M | Sell |
23,622
-354
| -1% | -$134K | 1.03% | 24 |
|
|
2023
Q4 | $8.09M | Sell |
23,976
-295
| -1% | -$87.9K | 0.95% | 27 |
|
|
2023
Q3 | $7.09M | Sell |
24,271
-112
| -0.5% | -$35K | 0.91% | 34 |
|
|
2023
Q2 | $8.34M | Sell |
24,383
-275
| -1% | -$83.2K | 1.02% | 29 |
|
|
2023
Q1 | $6.3M | Sell |
24,658
-204
| -0.8% | -$50.3K | 0.82% | 39 |
|
|
2022
Q4 | $6.6M | Sell |
24,862
-307
| -1% | -$74.9K | 0.88% | 37 |
|
|
2022
Q3 | $6.49M | Buy |
25,169
+5,591
| +29% | +$1.2M | 0.84% | 37 |
|
|
2022
Q2 | $4.62M | Buy |
19,578
+4,752
| +32% | +$1.11M | 0.58% | 50 |
|
|
2022
Q1 | $3.13M | Sell |
14,826
-734
| -5% | -$214K | 0.41% | 61 |
|
|
2021
Q4 | $5.59M | Sell |
15,560
-32,428
| -68% | -$11.2M | 0.62% | 48 |
|
|
2021
Q3 | $5.58M | Buy |
47,988
+31,782
| +196% | +$10.7M | 0.63% | 48 |
|
|
2021
Q2 | $5.35M | Sell |
16,206
-111
| -0.7% | -$31.1K | 0.62% | 48 |
|
|
2021
Q1 | $4.71M | Hold |
16,317
| – | – | 0.57% | 51 |
|
|
2020
Q4 | $4.34M | Sell |
16,317
-1,839
| -10% | -$457K | 0.57% | 48 |
|
|
2020
Q3 | $4.29M | Buy |
18,156
+249
| +1% | +$55.9K | 0.65% | 43 |
|
|
2020
Q2 | $3.4M | Buy |
17,907
+12,591
| +237% | +$2.26M | 0.57% | 41 |
|
|
2020
Q1 | $878K | Buy |
5,316
+30
| +0.6% | +$5.5K | 0.17% | 84 |
|
|
2019
Q4 | $1.04M | Hold |
5,286
| – | – | 0.17% | 89 |
|
|
2019
Q3 | $951K | Hold |
5,286
| – | – | 0.17% | 89 |
|
|
2019
Q2 | $924K | Sell |
5,286
-90
| -2% | -$15.4K | 0.17% | 92 |
|
|
2019
Q1 | $1.02M | Buy |
5,376
+60
| +1% | +$10.7K | 0.19% | 86 |
|
|
2018
Q4 | $849K | Sell |
5,316
-75
| -1% | -$12.7K | 0.18% | 90 |
|
|
2018
Q3 | $1.03M | Sell |
5,391
-138
| -2% | -$24.5K | 0.2% | 88 |
|
|
2018
Q2 | $882K | Sell |
5,529
-51
| -0.9% | -$7.78K | 0.19% | 88 |
|
|
2018
Q1 | $768K | Hold |
5,580
| – | – | 0.17% | 97 |
|
|
2017
Q4 | $679K | Hold |
5,580
| – | – | 0.14% | 106 |
|
|
2017
Q3 | $648K | Sell |
5,580
-1,539
| -22% | -$168K | 0.15% | 108 |
|
|
2017
Q2 | $740K | Sell |
7,119
-45
| -0.6% | -$4.33K | 0.17% | 102 |
|
|
2017
Q1 | $610K | Hold |
7,164
| – | – | 0.14% | 114 |
|
|
2016
Q4 | $505K | Hold |
7,164
| – | – | 0.13% | 123 |
|
|
2016
Q3 | $577K | Hold |
7,164
| – | – | 0.16% | 116 |
|
|
2016
Q2 | $526K | Sell |
7,164
-135
| -2% | -$9.5K | 0.15% | 120 |
|
|
2016
Q1 | $487K | Buy |
7,299
+540
| +8% | +$33.5K | 0.14% | 124 |
|
|
2015
Q4 | $410K | Hold |
6,759
| – | – | 0.12% | 129 |
|
|
2015
Q3 | $345K | Hold |
6,759
| – | – | 0.11% | 151 |
|
|
2015
Q2 | $364K | Buy |
+6,759
| New | +$378K | 0.11% | 150 |
|
Other funds holding ISRG
VCM
VPM
Fiduciary Group's ISRG Position: Q1 2026 in Review
Fiduciary Group reduced its Intuitive Surgical (ISRG) stake by 0.95% in Q1 2026, selling an estimated $109K and leaving 22,313 shares worth $10.3M. The position accounts for 0.88% of the portfolio, ranked #30.
Fiduciary Group first reported a position in ISRG in Q2 2015 and has held it in 44 quarters since. The position peaked at $12.8M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Fiduciary Group held 22,313 shares of Intuitive Surgical worth $10.3M as of Q1 2026.
- Fiduciary Group sold 215 Intuitive Surgical shares in Q1 2026, an estimated $109K.
- Intuitive Surgical made up 0.88% of Fiduciary Group's portfolio in Q1 2026, its #30 holding.
- Fiduciary Group first reported a position in Intuitive Surgical in Q2 2015 and has held it in 44 quarters since.
- Fiduciary Group's Intuitive Surgical position peaked at $12.8M in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.