J.W. Burns & Co’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 | $6.5M | Sell |
16,338
-741
| -4% | -$324K | 0.68% | 40 |
|
|
2026
Q1 | $7.87M | Sell |
17,079
-81
| -0.5% | -$41K | 0.9% | 33 |
|
|
2025
Q4 | $9.72M | Buy |
17,160
+215
| +1% | +$114K | 1.08% | 24 |
|
|
2025
Q3 | $7.58M | Buy |
16,945
+131
| +0.8% | +$62.9K | 0.86% | 31 |
|
|
2025
Q2 | $9.14M | Buy |
16,814
+5,075
| +43% | +$2.65M | 1.11% | 23 |
|
|
2025
Q1 | $5.81M | Buy |
11,739
+1,649
| +16% | +$912K | 0.75% | 39 |
|
|
2024
Q4 | $5.27M | Buy |
10,090
+263
| +3% | +$137K | 0.67% | 44 |
|
|
2024
Q3 | $4.83M | Buy |
9,827
+790
| +9% | +$368K | 0.63% | 45 |
|
|
2024
Q2 | $4.02M | Buy |
9,037
+1,708
| +23% | +$680K | 0.54% | 49 |
|
|
2024
Q1 | $2.92M | Buy |
7,329
+330
| +5% | +$125K | 0.41% | 56 |
|
|
2023
Q4 | $2.36M | Sell |
6,999
-247
| -3% | -$73.6K | 0.35% | 62 |
|
|
2023
Q3 | $2.12M | Buy |
7,246
+810
| +13% | +$253K | 0.34% | 65 |
|
|
2023
Q2 | $2.2M | Buy |
6,436
+54
| +0.8% | +$16.3K | 0.35% | 60 |
|
|
2023
Q1 | $1.63M | Buy |
6,382
+154
| +2% | +$37.9K | 0.28% | 68 |
|
|
2022
Q4 | $1.65M | Sell |
6,228
-90
| -1% | -$21.9K | 0.3% | 64 |
|
|
2022
Q3 | $1.18M | Buy |
6,318
+326
| +5% | +$70K | 0.23% | 71 |
|
|
2022
Q2 | $1.2M | Buy |
5,992
+35
| +0.6% | +$8.21K | 0.23% | 75 |
|
|
2022
Q1 | $1.8M | Buy |
5,957
+471
| +9% | +$138K | 0.29% | 65 |
|
|
2021
Q4 | $1.97M | Buy |
5,486
+656
| +14% | +$226K | 0.29% | 69 |
|
|
2021
Q3 | $1.6M | Buy |
4,830
+12
| +0.2% | +$4.03K | 0.25% | 75 |
|
|
2021
Q2 | $1.48M | Sell |
4,818
-294
| -6% | -$82.5K | 0.23% | 80 |
|
|
2021
Q1 | $1.26M | Buy |
5,112
+360
| +8% | +$90.6K | 0.21% | 83 |
|
|
2020
Q4 | $1.3M | Hold |
4,752
| – | – | 0.23% | 79 |
|
|
2020
Q3 | $1.12M | Buy |
4,752
+144
| +3% | +$32.3K | 0.23% | 79 |
|
|
2020
Q2 | $875K | Buy |
4,608
+285
| +7% | +$51.1K | 0.19% | 84 |
|
|
2020
Q1 | $714K | Sell |
4,323
-18
| -0.4% | -$3.3K | 0.19% | 89 |
|
|
2019
Q4 | $855K | Sell |
4,341
-150
| -3% | -$28.1K | 0.18% | 99 |
|
|
2019
Q3 | $808K | Hold |
4,491
| – | – | 0.19% | 97 |
|
|
2019
Q2 | $785K | Buy |
4,491
+987
| +28% | +$169K | 0.18% | 103 |
|
|
2019
Q1 | $666K | Buy |
3,504
+45
| +1% | +$8K | 0.16% | 102 |
|
|
2018
Q4 | $552K | Buy |
3,459
+600
| +21% | +$102K | 0.15% | 102 |
|
|
2018
Q3 | $547K | Buy |
2,859
+804
| +39% | +$143K | 0.13% | 116 |
|
|
2018
Q2 | $328K | Hold |
2,055
| – | – | 0.08% | 135 |
|
|
2018
Q1 | $283K | Buy |
+2,055
| New | +$287K | 0.07% | 139 |
|
Other funds holding ISRG
J.W. Burns & Co's ISRG Position: Q2 2026 in Review
J.W. Burns & Co reduced its Intuitive Surgical (ISRG) stake by 4.3% in Q2 2026, selling an estimated $324K and leaving 16,338 shares worth $6.5M. The position accounts for 0.68% of the portfolio, ranked #40.
J.W. Burns & Co first reported a position in ISRG in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.72M in Q4 2025. 2,234 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- J.W. Burns & Co held 16,338 shares of Intuitive Surgical worth $6.5M as of Q2 2026.
- J.W. Burns & Co sold 741 Intuitive Surgical shares in Q2 2026, an estimated $324K.
- Intuitive Surgical made up 0.68% of J.W. Burns & Co's portfolio in Q2 2026, its #40 holding.
- J.W. Burns & Co first reported a position in Intuitive Surgical in Q1 2018 and has held it in 34 quarters since.
- J.W. Burns & Co's Intuitive Surgical position peaked at $9.72M in Q4 2025.
- 2,234 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.