LPL Financial’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 | $202M | Sell |
438,016
-17,054
| -4% | -$8.63M | 0.05% | 337 |
|
|
2025
Q4 | $258M | Buy |
455,070
+22,774
| +5% | +$12.1M | 0.07% | 268 |
|
|
2025
Q3 | $193M | Sell |
432,296
-51,235
| -11% | -$24.6M | 0.06% | 313 |
|
|
2025
Q2 | $263M | Sell |
483,531
-2,907
| -0.6% | -$1.52M | 0.09% | 216 |
|
|
2025
Q1 | $241M | Buy |
486,438
+122,247
| +34% | +$67.6M | 0.09% | 210 |
|
|
2024
Q4 | $191M | Buy |
364,191
+34,487
| +10% | +$18M | 0.08% | 227 |
|
|
2024
Q3 | $162M | Buy |
329,704
+34,964
| +12% | +$16.3M | 0.07% | 239 |
|
|
2024
Q2 | $131M | Buy |
294,740
+24,715
| +9% | +$9.84M | 0.07% | 261 |
|
|
2024
Q1 | $108M | Buy |
270,025
+51,884
| +24% | +$19.6M | 0.06% | 296 |
|
|
2023
Q4 | $73.6M | Buy |
218,141
+7,203
| +3% | +$2.15M | 0.04% | 375 |
|
|
2023
Q3 | $61.7M | Buy |
210,938
+26,164
| +14% | +$8.17M | 0.04% | 392 |
|
|
2023
Q2 | $63.2M | Buy |
184,774
+13,748
| +8% | +$4.16M | 0.05% | 375 |
|
|
2023
Q1 | $43.7M | Buy |
171,026
+2,481
| +1% | +$611K | 0.03% | 458 |
|
|
2022
Q4 | $44.7M | Sell |
168,545
-9,067
| -5% | -$2.21M | 0.04% | 425 |
|
|
2022
Q3 | $33.3M | Buy |
177,612
+4,002
| +2% | +$860K | 0.03% | 457 |
|
|
2022
Q2 | $34.9M | Buy |
173,610
+4,928
| +3% | +$1.16M | 0.03% | 439 |
|
|
2022
Q1 | $50.9M | Sell |
168,682
-3,130
| -2% | -$914K | 0.04% | 355 |
|
|
2021
Q4 | $61.7M | Buy |
171,812
+36,821
| +27% | +$12.7M | 0.05% | 329 |
|
|
2021
Q3 | $44.7M | Buy |
134,991
+17,322
| +15% | +$5.82M | 0.04% | 363 |
|
|
2021
Q2 | $36.1M | Buy |
117,669
+2,844
| +2% | +$798K | 0.04% | 398 |
|
|
2021
Q1 | $28.3M | Buy |
114,825
+3,438
| +3% | +$865K | 0.03% | 425 |
|
|
2020
Q4 | $30.4M | Buy |
111,387
+11,172
| +11% | +$2.77M | 0.04% | 360 |
|
|
2020
Q3 | $23.7M | Sell |
100,215
-5,082
| -5% | -$1.14M | 0.04% | 368 |
|
|
2020
Q2 | $20M | Buy |
105,297
+20,505
| +24% | +$3.68M | 0.03% | 372 |
|
|
2020
Q1 | $14M | Sell |
84,792
-7,392
| -8% | -$1.35M | 0.03% | 403 |
|
|
2019
Q4 | $18.2M | Buy |
92,184
+12,618
| +16% | +$2.36M | 0.03% | 385 |
|
|
2019
Q3 | $14.3M | Buy |
79,566
+4,596
| +6% | +$795K | 0.03% | 413 |
|
|
2019
Q2 | $13.1M | Sell |
74,970
-5,703
| -7% | -$977K | 0.03% | 432 |
|
|
2019
Q1 | $15.3M | Buy |
80,673
+12,828
| +19% | +$2.28M | 0.03% | 368 |
|
|
2018
Q4 | $10.8M | Sell |
67,845
-9,135
| -12% | -$1.55M | 0.03% | 424 |
|
|
2018
Q3 | $14.7M | Buy |
76,980
+5,145
| +7% | +$914K | 0.04% | 371 |
|
|
2018
Q2 | $11.5M | Buy |
71,835
+20,877
| +41% | +$3.18M | 0.03% | 422 |
|
|
2018
Q1 | $7.01M | Buy |
50,958
+2,586
| +5% | +$361K | 0.02% | 562 |
|
|
2017
Q4 | $5.88M | Buy |
48,372
+12,894
| +36% | +$1.61M | 0.02% | 593 |
|
|
2017
Q3 | $4.12M | Buy |
35,478
+5,994
| +20% | +$653K | 0.01% | 668 |
|
|
2017
Q2 | $3.06M | Buy |
+29,484
| New | +$2.83M | 0.01% | 738 |
|
|
2017
Q1 | – | Sell |
-3,420
| Closed | -$244K | – | 2750 |
|
|
2016
Q4 | $244K | Buy |
+3,420
| New | +$251K | ﹤0.01% | 2331 |
|
|
2016
Q2 | – | Sell |
-31,158
| Closed | -$2.12M | – | 2800 |
|
|
2016
Q1 | $2.12M | Buy |
31,158
+3,942
| +14% | +$244K | 0.01% | 1167 |
|
|
2015
Q4 | $1.67M | Buy |
27,216
+14,157
| +108% | +$795K | ﹤0.01% | 1291 |
|
|
2015
Q3 | $680K | Buy |
13,059
+2,340
| +22% | +$133K | ﹤0.01% | 1533 |
|
|
2015
Q2 | $569K | Sell |
10,719
-19,539
| -65% | -$1.09M | ﹤0.01% | 1799 |
|
|
2015
Q1 | $1.7M | Sell |
30,258
-2,925
| -9% | -$166K | 0.01% | 996 |
|
|
2014
Q4 | $1.95M | Buy |
33,183
+4,689
| +16% | +$261K | 0.01% | 886 |
|
|
2014
Q3 | $1.47M | Buy |
28,494
+1,521
| +6% | +$75.5K | 0.01% | 1047 |
|
|
2014
Q2 | $1.23M | Buy |
26,973
+13,869
| +106% | +$612K | 0.01% | 1178 |
|
|
2014
Q1 | $638K | Sell |
13,104
-20,682
| -61% | -$974K | ﹤0.01% | 1556 |
|
|
2013
Q4 | $1.44M | Sell |
33,786
-54
| -0.2% | -$2.27K | 0.01% | 1017 |
|
|
2013
Q3 | $1.51M | Sell |
33,840
-8,433
| -20% | -$372K | 0.01% | 950 |
|
|
2013
Q2 | $2.38M | Buy |
+42,273
| New | +$2.33M | 0.02% | 641 |
|
Other funds holding ISRG
VCM
VPM
LPL Financial's ISRG Position: Q1 2026 in Review
LPL Financial reduced its Intuitive Surgical (ISRG) stake by 3.7% in Q1 2026, selling an estimated $8.63M and leaving 438,016 shares worth $202M. The position accounts for 0.05% of the portfolio, ranked #337.
LPL Financial first reported a position in ISRG in Q2 2013 and has held it in 49 quarters since. The position peaked at $263M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- LPL Financial held 438,016 shares of Intuitive Surgical worth $202M as of Q1 2026.
- LPL Financial sold 17,054 Intuitive Surgical shares in Q1 2026, an estimated $8.63M.
- Intuitive Surgical made up 0.05% of LPL Financial's portfolio in Q1 2026, its #337 holding.
- LPL Financial first reported a position in Intuitive Surgical in Q2 2013 and has held it in 49 quarters since.
- LPL Financial's Intuitive Surgical position peaked at $263M in Q2 2025.
- 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.