Leavell Investment Management’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 | $1.16M | Sell |
2,905
-315
| -10% | -$138K | 0.04% | 304 |
|
|
2026
Q1 | $1.48M | Sell |
3,220
-3
| -0.1% | -$1.52K | 0.06% | 264 |
|
|
2025
Q4 | $1.83M | Sell |
3,223
-169
| -5% | -$90K | 0.08% | 227 |
|
|
2025
Q3 | $1.52M | Sell |
3,392
-58
| -2% | -$27.8K | 0.06% | 251 |
|
|
2025
Q2 | $1.87M | Sell |
3,450
-29
| -0.8% | -$15.2K | 0.08% | 219 |
|
|
2025
Q1 | $1.72M | Sell |
3,479
-77
| -2% | -$42.6K | 0.09% | 215 |
|
|
2024
Q4 | $1.86M | Buy |
3,556
+25
| +0.7% | +$13K | 0.09% | 202 |
|
|
2024
Q3 | $1.73M | Buy |
3,531
+25
| +0.7% | +$11.6K | 0.09% | 216 |
|
|
2024
Q2 | $1.56M | Buy |
3,506
+492
| +16% | +$196K | 0.09% | 212 |
|
|
2024
Q1 | $1.2M | Buy |
3,014
+109
| +4% | +$41.2K | 0.07% | 241 |
|
|
2023
Q4 | $980K | Hold |
2,905
| – | – | 0.06% | 265 |
|
|
2023
Q3 | $849K | Buy |
2,905
+6
| +0.2% | +$1.87K | 0.06% | 270 |
|
|
2023
Q2 | $991K | Hold |
2,899
| – | – | 0.07% | 248 |
|
|
2023
Q1 | $741K | Hold |
2,899
| – | – | 0.05% | 281 |
|
|
2022
Q4 | $769K | Hold |
2,899
| – | – | 0.06% | 273 |
|
|
2022
Q3 | $543K | Buy |
2,899
+724
| +33% | +$155K | 0.04% | 299 |
|
|
2022
Q2 | $437K | Buy |
2,175
+675
| +45% | +$158K | 0.03% | 319 |
|
|
2022
Q1 | $453K | Hold |
1,500
| – | – | 0.03% | 323 |
|
|
2021
Q4 | $539K | Hold |
1,500
| – | – | 0.04% | 308 |
|
|
2021
Q3 | $497K | Hold |
1,500
| – | – | 0.04% | 287 |
|
|
2021
Q2 | $369K | Hold |
1,500
| – | – | 0.03% | 318 |
|
|
2021
Q1 | $369K | Sell |
1,500
-300
| -17% | -$75.5K | 0.03% | 318 |
|
|
2020
Q4 | $491K | Hold |
1,800
| – | – | 0.04% | 277 |
|
|
2020
Q3 | $426K | Hold |
1,800
| – | – | 0.04% | 277 |
|
|
2020
Q2 | $342K | Hold |
1,800
| – | – | 0.03% | 293 |
|
|
2020
Q1 | $297K | Hold |
1,800
| – | – | 0.03% | 287 |
|
|
2019
Q4 | $355K | Hold |
1,800
| – | – | 0.03% | 302 |
|
|
2019
Q3 | $324K | Hold |
1,800
| – | – | 0.03% | 313 |
|
|
2019
Q2 | $315K | Hold |
1,800
| – | – | 0.03% | 312 |
|
|
2019
Q1 | $342K | Sell |
1,800
-150
| -8% | -$26.7K | 0.04% | 296 |
|
|
2018
Q4 | $311K | Hold |
1,950
| – | – | 0.04% | 295 |
|
|
2018
Q3 | $373K | Hold |
1,950
| – | – | 0.04% | 292 |
|
|
2018
Q2 | $311K | Buy |
+1,950
| New | +$297K | 0.04% | 312 |
|
Other funds holding ISRG
Leavell Investment Management's ISRG Position: Q2 2026 in Review
Leavell Investment Management reduced its Intuitive Surgical (ISRG) stake by 9.8% in Q2 2026, selling an estimated $138K and leaving 2,905 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #304.
Leavell Investment Management first reported a position in ISRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.87M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Leavell Investment Management held 2,905 shares of Intuitive Surgical worth $1.16M as of Q2 2026.
- Leavell Investment Management sold 315 Intuitive Surgical shares in Q2 2026, an estimated $138K.
- Intuitive Surgical made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #304 holding.
- Leavell Investment Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 33 quarters since.
- Leavell Investment Management's Intuitive Surgical position peaked at $1.87M in Q2 2025.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.