Loring Wolcott & Coolidge Fiduciary 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 | $3.13M | Sell |
6,956
-45
| -0.6% | -$22.8K | 0.03% | 102 |
|
|
2025
Q4 | $3.68M | Sell |
7,001
-2,340
| -25% | -$1.25M | 0.03% | 98 |
|
|
2025
Q3 | $5.15M | Buy |
9,341
+2,440
| +35% | +$1.17M | 0.05% | 85 |
|
|
2025
Q2 | $3.75M | Hold |
6,901
| – | – | 0.03% | 100 |
|
|
2025
Q1 | $3.37M | Sell |
6,901
-783
| -10% | -$433K | 0.03% | 102 |
|
|
2024
Q4 | $4.41M | Buy |
7,684
+6
| +0.1% | +$3.13K | 0.04% | 104 |
|
|
2024
Q3 | $3.93M | Sell |
7,678
-1,243
| -14% | -$579K | 0.04% | 107 |
|
|
2024
Q2 | $3.91M | Buy |
8,921
+5
| +0.1% | +$1.99K | 0.04% | 91 |
|
|
2024
Q1 | $3.29M | Buy |
8,916
+17
| +0.2% | +$6.42K | 0.03% | 91 |
|
|
2023
Q4 | $3.37M | Buy |
8,899
+27
| +0.3% | +$8.05K | 0.03% | 94 |
|
|
2023
Q3 | $2.47M | Sell |
8,872
-64
| -0.7% | -$20K | 0.03% | 103 |
|
|
2023
Q2 | $3.06M | Sell |
8,936
-390
| -4% | -$118K | 0.03% | 100 |
|
|
2023
Q1 | $2.38M | Buy |
9,326
+121
| +1% | +$29.8K | 0.03% | 105 |
|
|
2022
Q4 | $2.44M | Hold |
9,205
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $1.73M | Buy |
9,205
+80
| +0.9% | +$17.2K | 0.02% | 114 |
|
|
2022
Q2 | $1.83M | Buy |
9,125
+59
| +0.7% | +$13.8K | 0.02% | 118 |
|
|
2022
Q1 | $2.73M | Buy |
9,066
+268
| +3% | +$78.3K | 0.03% | 107 |
|
|
2021
Q4 | $3.16M | Sell |
8,798
-4
| -0% | -$1.38K | 0.03% | 106 |
|
|
2021
Q3 | $2.92M | Sell |
8,802
-102
| -1% | -$34.3K | 0.03% | 102 |
|
|
2021
Q2 | $2.73M | Hold |
8,904
| – | – | 0.03% | 110 |
|
|
2021
Q1 | $2.19M | Sell |
8,904
-561
| -6% | -$141K | 0.02% | 114 |
|
|
2020
Q4 | $2.58M | Hold |
9,465
| – | – | 0.03% | 105 |
|
|
2020
Q3 | $2.24M | Hold |
9,465
| – | – | 0.03% | 107 |
|
|
2020
Q2 | $1.8M | Hold |
9,465
| – | – | 0.02% | 114 |
|
|
2020
Q1 | $1.56M | Sell |
9,465
-882
| -9% | -$162K | 0.03% | 114 |
|
|
2019
Q4 | $2.04M | Hold |
10,347
| – | – | 0.03% | 116 |
|
|
2019
Q3 | $1.86M | Hold |
10,347
| – | – | 0.03% | 118 |
|
|
2019
Q2 | $1.81M | Buy |
10,347
+45
| +0.4% | +$7.71K | 0.03% | 122 |
|
|
2019
Q1 | $1.96M | Hold |
10,302
| – | – | 0.03% | 120 |
|
|
2018
Q4 | $1.65M | Sell |
10,302
-63
| -0.6% | -$10.7K | 0.03% | 120 |
|
|
2018
Q3 | $1.98M | Hold |
10,365
| – | – | 0.03% | 125 |
|
|
2018
Q2 | $1.65M | Buy |
10,365
+2,268
| +28% | +$346K | 0.03% | 133 |
|
|
2018
Q1 | $1.11M | Buy |
8,097
+1,410
| +21% | +$197K | 0.02% | 157 |
|
|
2017
Q4 | $813K | Hold |
6,687
| – | – | 0.01% | 176 |
|
|
2017
Q3 | $777K | Buy |
6,687
+18
| +0.3% | +$1.96K | 0.02% | 170 |
|
|
2017
Q2 | $695K | Sell |
6,669
-1,044
| -14% | -$100K | 0.01% | 171 |
|
|
2017
Q1 | $657K | Sell |
7,713
-810
| -10% | -$64K | 0.01% | 180 |
|
|
2016
Q4 | $601K | Hold |
8,523
| – | – | 0.01% | 180 |
|
|
2016
Q3 | $686K | Hold |
8,523
| – | – | 0.02% | 172 |
|
|
2016
Q2 | $626K | Hold |
8,523
| – | – | 0.01% | 170 |
|
|
2016
Q1 | $569K | Sell |
8,523
-5,265
| -38% | -$326K | 0.01% | 177 |
|
|
2015
Q4 | $837K | Sell |
13,788
-11,520
| -46% | -$647K | 0.02% | 162 |
|
|
2015
Q3 | $1.36M | Hold |
25,308
| – | – | 0.03% | 137 |
|
|
2015
Q2 | $1.36M | Sell |
25,308
-450
| -2% | -$25.2K | 0.03% | 137 |
|
|
2015
Q1 | $1.45M | Buy |
25,758
+15,516
| +151% | +$878K | 0.04% | 137 |
|
|
2014
Q4 | $602K | Sell |
10,242
-360
| -3% | -$20K | 0.02% | 183 |
|
|
2014
Q3 | $544K | Sell |
10,602
-14,490
| -58% | -$719K | 0.01% | 183 |
|
|
2014
Q2 | $1.15M | Sell |
25,092
-5,490
| -18% | -$242K | 0.03% | 143 |
|
|
2014
Q1 | $1.49M | Sell |
30,582
-17,145
| -36% | -$808K | 0.04% | 123 |
|
|
2013
Q4 | $2.04M | Sell |
47,727
-53,523
| -53% | -$2.25M | 0.06% | 114 |
|
|
2013
Q3 | $4.23M | Sell |
101,250
-25,659
| -20% | -$1.13M | 0.13% | 94 |
|
|
2013
Q2 | $7.14M | Buy |
+126,909
| New | +$6.99M | 0.22% | 82 |
|
Other funds holding ISRG
VCM
VPM
Loring Wolcott & Coolidge Fiduciary Advisors's ISRG Position: Q1 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors reduced its Intuitive Surgical (ISRG) stake by 0.64% in Q1 2026, selling an estimated $22.8K and leaving 6,956 shares worth $3.13M. The position accounts for 0.03% of the portfolio, ranked #102.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.14M in Q2 2013. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 6,956 shares of Intuitive Surgical worth $3.13M as of Q1 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 45 Intuitive Surgical shares in Q1 2026, an estimated $22.8K.
- Intuitive Surgical made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #102 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Intuitive Surgical position peaked at $7.14M in Q2 2013.
- 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.