Intellectus Partners’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 | $3.55M | Buy |
8,917
+648
| +8% | +$283K | 0.61% | 32 |
|
|
2026
Q1 | $3.81M | Buy |
8,269
+161
| +2% | +$81.5K | 0.78% | 26 |
|
|
2025
Q4 | $4.59M | Buy |
8,108
+2,053
| +34% | +$1.09M | 0.89% | 20 |
|
|
2025
Q3 | $2.71M | Buy |
6,055
+1,510
| +33% | +$725K | 0.52% | 49 |
|
|
2025
Q2 | $2.47M | Buy |
4,545
+155
| +4% | +$81K | 0.53% | 51 |
|
|
2025
Q1 | $2.17M | Buy |
4,390
+105
| +2% | +$58.1K | 0.54% | 52 |
|
|
2024
Q4 | $2.24M | Sell |
4,285
-70
| -2% | -$36.5K | 0.5% | 49 |
|
|
2024
Q3 | $2.14M | Sell |
4,355
-75
| -2% | -$34.9K | 0.55% | 48 |
|
|
2024
Q2 | $1.97M | Sell |
4,430
-705
| -14% | -$281K | 0.54% | 48 |
|
|
2024
Q1 | $2.05M | Sell |
5,135
-100
| -2% | -$37.8K | 0.54% | 51 |
|
|
2023
Q4 | $1.77M | Sell |
5,235
-275
| -5% | -$82K | 0.51% | 58 |
|
|
2023
Q3 | $1.61M | Buy |
5,510
+100
| +2% | +$31.2K | 0.51% | 52 |
|
|
2023
Q2 | $1.85M | Sell |
5,410
-170
| -3% | -$51.4K | 0.56% | 47 |
|
|
2023
Q1 | $1.43M | Buy |
5,580
+1,770
| +46% | +$436K | 0.45% | 63 |
|
|
2022
Q4 | $1.01M | Sell |
3,810
-50
| -1% | -$12.2K | 0.35% | 84 |
|
|
2022
Q3 | $724K | Sell |
3,860
-1,057
| -21% | -$227K | 0.26% | 108 |
|
|
2022
Q2 | $987K | Buy |
4,917
+2,729
| +125% | +$640K | 0.34% | 82 |
|
|
2022
Q1 | $660K | Buy |
2,188
+130
| +6% | +$38K | 0.2% | 134 |
|
|
2021
Q4 | $739K | Sell |
2,058
-30
| -1% | -$10.3K | 0.19% | 144 |
|
|
2021
Q3 | $692K | Hold |
2,088
| – | – | 0.17% | 152 |
|
|
2021
Q2 | $640K | Buy |
2,088
+72
| +4% | +$20.2K | 0.14% | 175 |
|
|
2021
Q1 | $497K | Hold |
2,016
| – | – | 0.14% | 181 |
|
|
2020
Q4 | $550K | Buy |
2,016
+408
| +25% | +$101K | 0.16% | 153 |
|
|
2020
Q3 | $380K | Buy |
+1,608
| New | +$361K | 0.14% | 162 |
|
|
2019
Q2 | – | Sell |
-45
| Closed | -$9K | – | 289 |
|
|
2019
Q1 | $9K | Hold |
45
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 214 |
|
|
2018
Q3 | $9K | Hold |
45
| – | – | ﹤0.01% | 483 |
|
|
2018
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 509 |
|
|
2018
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 523 |
|
|
2017
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 543 |
|
|
2017
Q3 | $5K | Buy |
+45
| New | +$4.9K | ﹤0.01% | 690 |
|
Other funds holding ISRG
Intellectus Partners's ISRG Position: Q2 2026 in Review
Intellectus Partners increased its Intuitive Surgical (ISRG) stake by 7.8% in Q2 2026, buying an estimated $283K and bringing the position to 8,917 shares worth $3.55M. The position accounts for 0.61% of the portfolio, ranked #32.
Intellectus Partners first reported a position in ISRG in Q3 2017 and has held it in 31 quarters since. The position peaked at $4.59M in Q4 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Intellectus Partners held 8,917 shares of Intuitive Surgical worth $3.55M as of Q2 2026.
- Intellectus Partners bought 648 Intuitive Surgical shares in Q2 2026, an estimated $283K.
- Intuitive Surgical made up 0.61% of Intellectus Partners's portfolio in Q2 2026, its #32 holding.
- Intellectus Partners first reported a position in Intuitive Surgical in Q3 2017 and has held it in 31 quarters since.
- Intellectus Partners's Intuitive Surgical position peaked at $4.59M in Q4 2025.
- 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.