MAI Capital 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
Q1 | $19.3M | Buy |
41,869
+2,025
| +5% | +$1.02M | 0.11% | 173 |
|
|
2025
Q4 | $22.6M | Buy |
39,844
+7,325
| +23% | +$3.9M | 0.13% | 145 |
|
|
2025
Q3 | $14.5M | Buy |
32,519
+4,632
| +17% | +$2.22M | 0.09% | 187 |
|
|
2025
Q2 | $15.2M | Buy |
27,887
+1,080
| +4% | +$565K | 0.11% | 168 |
|
|
2025
Q1 | $13.3M | Buy |
26,807
+437
| +2% | +$242K | 0.1% | 178 |
|
|
2024
Q4 | $13.8M | Sell |
26,370
-820
| -3% | -$427K | 0.1% | 171 |
|
|
2024
Q3 | $13.4M | Sell |
27,190
-1,795
| -6% | -$836K | 0.13% | 131 |
|
|
2024
Q2 | $12.9M | Buy |
28,985
+432
| +2% | +$172K | 0.13% | 130 |
|
|
2024
Q1 | $11.4M | Buy |
28,553
+18,577
| +186% | +$7.02M | 0.12% | 142 |
|
|
2023
Q4 | $3.37M | Buy |
9,976
+4,716
| +90% | +$1.41M | 0.04% | 248 |
|
|
2023
Q3 | $1.54M | Buy |
5,260
+1,421
| +37% | +$444K | 0.02% | 347 |
|
|
2023
Q2 | $1.31M | Buy |
3,839
+64
| +2% | +$19.4K | 0.02% | 380 |
|
|
2023
Q1 | $964K | Sell |
3,775
-528
| -12% | -$130K | 0.02% | 429 |
|
|
2022
Q4 | $1.14M | Buy |
4,303
+940
| +28% | +$229K | 0.02% | 380 |
|
|
2022
Q3 | $630K | Sell |
3,363
-359
| -10% | -$77.1K | 0.01% | 490 |
|
|
2022
Q2 | $747K | Sell |
3,722
-424
| -10% | -$99.5K | 0.01% | 448 |
|
|
2022
Q1 | $1.25M | Sell |
4,146
-1,581
| -28% | -$462K | 0.02% | 347 |
|
|
2021
Q4 | $2.06M | Buy |
5,727
+2,697
| +89% | +$928K | 0.03% | 280 |
|
|
2021
Q3 | $1M | Sell |
3,030
-21
| -0.7% | -$7.05K | 0.02% | 370 |
|
|
2021
Q2 | $935K | Buy |
3,051
+717
| +31% | +$201K | 0.02% | 375 |
|
|
2021
Q1 | $575K | Buy |
2,334
+690
| +42% | +$174K | 0.01% | 452 |
|
|
2020
Q4 | $448K | Buy |
1,644
+300
| +22% | +$74.5K | 0.01% | 468 |
|
|
2020
Q3 | $318K | Sell |
1,344
-156
| -10% | -$35K | 0.01% | 469 |
|
|
2020
Q2 | $285K | Sell |
1,500
-57
| -4% | -$10.2K | 0.01% | 463 |
|
|
2020
Q1 | $257K | Buy |
1,557
+216
| +16% | +$39.6K | 0.01% | 457 |
|
|
2019
Q4 | $264K | Buy |
1,341
+18
| +1% | +$3.37K | 0.01% | 487 |
|
|
2019
Q3 | $238K | Buy |
1,323
+42
| +3% | +$7.26K | 0.01% | 464 |
|
|
2019
Q2 | $224K | Buy |
1,281
+69
| +6% | +$11.8K | 0.01% | 475 |
|
|
2019
Q1 | $231K | Sell |
1,212
-111
| -8% | -$19.7K | 0.01% | 399 |
|
|
2018
Q4 | $211K | Buy |
1,323
+6
| +0.5% | +$1.02K | 0.01% | 402 |
|
|
2018
Q3 | $252K | Sell |
1,317
-48
| -4% | -$8.52K | 0.01% | 397 |
|
|
2018
Q2 | $218K | Sell |
1,365
-129
| -9% | -$19.7K | 0.01% | 432 |
|
|
2018
Q1 | $206K | Sell |
1,494
-393
| -21% | -$54.8K | 0.01% | 423 |
|
|
2017
Q4 | $230K | Sell |
1,887
-30
| -2% | -$3.75K | 0.01% | 409 |
|
|
2017
Q3 | $223K | Buy |
+1,917
| New | +$209K | 0.01% | 402 |
|
|
2017
Q2 | – | Sell |
-3,627
| Closed | -$309K | – | 464 |
|
|
2017
Q1 | $309K | Sell |
3,627
-5,445
| -60% | -$430K | 0.02% | 329 |
|
|
2016
Q4 | $639K | Buy |
9,072
+324
| +4% | +$23.8K | 0.05% | 234 |
|
|
2016
Q3 | $705K | Sell |
8,748
-396
| -4% | -$30.3K | 0.05% | 217 |
|
|
2016
Q2 | $672K | Sell |
9,144
-513
| -5% | -$36.1K | 0.05% | 226 |
|
|
2016
Q1 | $645K | Sell |
9,657
-927
| -9% | -$57.4K | 0.05% | 232 |
|
|
2015
Q4 | $642K | Sell |
10,584
-999
| -9% | -$56.1K | 0.05% | 235 |
|
|
2015
Q3 | $591K | Hold |
11,583
| – | – | 0.04% | 259 |
|
|
2015
Q2 | $624K | Sell |
11,583
-612
| -5% | -$34.2K | 0.04% | 274 |
|
|
2015
Q1 | $684K | Sell |
12,195
-54
| -0.4% | -$3.06K | 0.05% | 265 |
|
|
2014
Q4 | $720K | Sell |
12,249
-90
| -0.7% | -$5.01K | 0.05% | 248 |
|
|
2014
Q3 | $633K | Hold |
12,339
| – | – | 0.06% | 219 |
|
|
2014
Q2 | $565K | Sell |
12,339
-945
| -7% | -$41.7K | 0.05% | 222 |
|
|
2014
Q1 | $646K | Buy |
13,284
+1,602
| +14% | +$75.5K | 0.07% | 191 |
|
|
2013
Q4 | $499K | Buy |
11,682
+1,863
| +19% | +$78.4K | 0.05% | 224 |
|
|
2013
Q3 | $411K | Buy |
9,819
+1,656
| +20% | +$73.1K | 0.05% | 223 |
|
|
2013
Q2 | $459K | Buy |
+8,163
| New | +$450K | 0.06% | 194 |
|
Other funds holding ISRG
VCM
VPM
