Lido 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
Q1 | $27.5M | Sell |
59,713
-5,254
| -8% | -$2.66M | 0.08% | 159 |
|
|
2025
Q4 | $33M | Sell |
64,967
-229
| -0.4% | -$122K | 0.1% | 135 |
|
|
2025
Q3 | $29.2M | Buy |
65,196
+2,423
| +4% | +$1.16M | 0.09% | 144 |
|
|
2025
Q2 | $34.1M | Buy |
62,773
+5,464
| +10% | +$2.86M | 0.13% | 101 |
|
|
2025
Q1 | $28.4M | Buy |
57,309
+4,164
| +8% | +$2.3M | 0.13% | 99 |
|
|
2024
Q4 | $27.7M | Sell |
53,145
-15,650
| -23% | -$8.15M | 0.13% | 98 |
|
|
2024
Q3 | $33.8M | Buy |
68,795
+17,872
| +35% | +$8.32M | 0.17% | 62 |
|
|
2024
Q2 | $22.7M | Buy |
50,923
+3,181
| +7% | +$1.27M | 0.13% | 88 |
|
|
2024
Q1 | $19.1M | Buy |
47,742
+1,723
| +4% | +$651K | 0.11% | 92 |
|
|
2023
Q4 | $15.5M | Buy |
46,019
+11,947
| +35% | +$3.56M | 0.1% | 107 |
|
|
2023
Q3 | $9.96M | Sell |
34,072
-10,084
| -23% | -$3.15M | 0.08% | 139 |
|
|
2023
Q2 | $15.1M | Sell |
44,156
-172
| -0.4% | -$52K | 0.11% | 103 |
|
|
2023
Q1 | $11.3M | Sell |
44,328
-28,568
| -39% | -$7.04M | 0.11% | 113 |
|
|
2022
Q4 | $19.3M | Buy |
72,896
+39,316
| +117% | +$9.59M | 0.24% | 52 |
|
|
2022
Q3 | $6.29M | Buy |
33,580
+30,974
| +1,189% | +$6.65M | 0.08% | 126 |
|
|
2022
Q2 | $523K | Buy |
2,606
+123
| +5% | +$28.9K | 0.01% | 529 |
|
|
2022
Q1 | $749K | Sell |
2,483
-452
| -15% | -$132K | 0.01% | 470 |
|
|
2021
Q4 | $1.05M | Buy |
2,935
+388
| +15% | +$133K | 0.01% | 412 |
|
|
2021
Q3 | $844K | Hold |
2,547
| – | – | 0.01% | 444 |
|
|
2021
Q2 | $782K | Sell |
2,547
-90
| -3% | -$25.2K | 0.01% | 434 |
|
|
2021
Q1 | $650K | Buy |
2,637
+735
| +39% | +$185K | 0.01% | 433 |
|
|
2020
Q4 | $519K | Sell |
1,902
-9
| -0.5% | -$2.23K | 0.01% | 464 |
|
|
2020
Q3 | $452K | Buy |
1,911
+78
| +4% | +$17.5K | 0.01% | 403 |
|
|
2020
Q2 | $349K | Sell |
1,833
-366
| -17% | -$65.6K | 0.01% | 417 |
|
|
2020
Q1 | $363K | Sell |
2,199
-249
| -10% | -$45.6K | 0.02% | 386 |
|
|
2019
Q4 | $482K | Buy |
2,448
+1,101
| +82% | +$206K | 0.02% | 397 |
|
|
2019
Q3 | $242K | Sell |
1,347
-1,803
| -57% | -$312K | 0.01% | 496 |
|
|
2019
Q2 | $550K | Buy |
3,150
+18
| +0.6% | +$3.08K | 0.03% | 286 |
|
|
2019
Q1 | $595K | Sell |
3,132
-1,251
| -29% | -$222K | 0.04% | 257 |
|
|
2018
Q4 | $699K | Sell |
4,383
-156
| -3% | -$26.4K | 0.07% | 178 |
|
|
2018
Q3 | $868K | Buy |
4,539
+486
| +12% | +$86.3K | 0.08% | 144 |
|
|
2018
Q2 | $646K | Buy |
4,053
+2,568
| +173% | +$392K | 0.07% | 161 |
|
|
2018
Q1 | $204K | Sell |
1,485
-621
| -29% | -$86.7K | 0.03% | 363 |
|
|
2017
Q4 | $256K | Buy |
+2,106
| New | +$264K | 0.04% | 253 |
|
Other funds holding ISRG
VCM
VPM
Lido Advisors's ISRG Position: Q1 2026 in Review
Lido Advisors reduced its Intuitive Surgical (ISRG) stake by 8.1% in Q1 2026, selling an estimated $2.66M and leaving 59,713 shares worth $27.5M. The position accounts for 0.08% of the portfolio, ranked #159.
Lido Advisors first reported a position in ISRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $34.1M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Lido Advisors held 59,713 shares of Intuitive Surgical worth $27.5M as of Q1 2026.
- Lido Advisors sold 5,254 Intuitive Surgical shares in Q1 2026, an estimated $2.66M.
- Intuitive Surgical made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #159 holding.
- Lido Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 34 quarters since.
- Lido Advisors's Intuitive Surgical position peaked at $34.1M in Q2 2025.
- 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.