First Foundation 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
Q2 | $500K | Buy |
1,258
+120
| +11% | +$52.4K | 0.02% | 247 |
|
|
2026
Q1 | $525K | Buy |
1,138
+344
| +43% | +$174K | 0.02% | 229 |
|
|
2025
Q4 | $450K | Sell |
794
-245
| -24% | -$130K | 0.02% | 246 |
|
|
2025
Q3 | $465K | Buy |
1,039
+242
| +30% | +$116K | 0.02% | 239 |
|
|
2025
Q2 | $433K | Buy |
797
+303
| +61% | +$158K | 0.02% | 248 |
|
|
2025
Q1 | $245K | Sell |
494
-116
| -19% | -$64.2K | 0.01% | 297 |
|
|
2024
Q4 | $318K | Sell |
610
-20
| -3% | -$10.4K | 0.01% | 280 |
|
|
2024
Q3 | $310K | Buy |
630
+18
| +3% | +$8.38K | 0.01% | 282 |
|
|
2024
Q2 | $272K | Sell |
612
-101
| -14% | -$40.2K | 0.01% | 290 |
|
|
2024
Q1 | $285K | Sell |
713
-151
| -17% | -$57.1K | 0.01% | 287 |
|
|
2023
Q4 | $291K | Sell |
864
-1,196
| -58% | -$357K | 0.01% | 293 |
|
|
2023
Q3 | $602K | Sell |
2,060
-7,102
| -78% | -$2.22M | 0.03% | 229 |
|
|
2023
Q2 | $3.13M | Buy |
9,162
+337
| +4% | +$102K | 0.14% | 104 |
|
|
2023
Q1 | $2.25M | Sell |
8,825
-94
| -1% | -$23.2K | 0.1% | 122 |
|
|
2022
Q4 | $2.37M | Sell |
8,919
-402
| -4% | -$98K | 0.11% | 115 |
|
|
2022
Q3 | $1.75M | Sell |
9,321
-2,263
| -20% | -$486K | 0.09% | 127 |
|
|
2022
Q2 | $2.33M | Buy |
11,584
+1,846
| +19% | +$433K | 0.1% | 116 |
|
|
2022
Q1 | $2.94M | Buy |
9,738
+2,078
| +27% | +$607K | 0.11% | 107 |
|
|
2021
Q4 | $2.75M | Buy |
7,660
+220
| +3% | +$75.7K | 0.09% | 113 |
|
|
2021
Q3 | $2.46M | Buy |
7,440
+1,503
| +25% | +$505K | 0.09% | 116 |
|
|
2021
Q2 | $1.82M | Buy |
5,937
+765
| +15% | +$215K | 0.07% | 153 |
|
|
2021
Q1 | $1.27M | Buy |
5,172
+1,236
| +31% | +$311K | 0.05% | 175 |
|
|
2020
Q4 | $1.07M | Buy |
3,936
+2,019
| +105% | +$501K | 0.05% | 183 |
|
|
2020
Q3 | $453K | Sell |
1,917
-213
| -10% | -$47.8K | 0.02% | 249 |
|
|
2020
Q2 | $405K | Buy |
2,130
+84
| +4% | +$15.1K | 0.02% | 248 |
|
|
2020
Q1 | $337K | Buy |
+2,046
| New | +$375K | 0.02% | 265 |
|
|
2019
Q1 | – | Sell |
-11,481
| Closed | -$1.83M | – | 360 |
|
|
2018
Q4 | $1.83M | Buy |
11,481
+6,039
| +111% | +$1.02M | 0.12% | 113 |
|
|
2018
Q3 | $1.04M | Sell |
5,442
-600
| -10% | -$107K | 0.06% | 166 |
|
|
2018
Q2 | $964K | Sell |
6,042
-750
| -11% | -$114K | 0.06% | 166 |
|
|
2018
Q1 | $935K | Sell |
6,792
-717
| -10% | -$100K | 0.05% | 167 |
|
|
2017
Q4 | $913K | Sell |
7,509
-1,680
| -18% | -$210K | 0.05% | 181 |
|
|
2017
Q3 | $1.07M | Buy |
+9,189
| New | +$1M | 0.06% | 146 |
|
Other funds holding ISRG
First Foundation Advisors's ISRG Position: Q2 2026 in Review
First Foundation Advisors increased its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, buying an estimated $52.4K and bringing the position to 1,258 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #247.
First Foundation Advisors first reported a position in ISRG in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.13M in Q2 2023. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- First Foundation Advisors held 1,258 shares of Intuitive Surgical worth $500K as of Q2 2026.
- First Foundation Advisors bought 120 Intuitive Surgical shares in Q2 2026, an estimated $52.4K.
- Intuitive Surgical made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #247 holding.
- First Foundation Advisors first reported a position in Intuitive Surgical in Q3 2017 and has held it in 32 quarters since.
- First Foundation Advisors's Intuitive Surgical position peaked at $3.13M in Q2 2023.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.