Morgan Stanley’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32B | Buy |
6,104,299
+174,081
| +3% | +$94.6M | 0.22% | 83 |
|
|
2025
Q1 | $2.94B | Buy |
5,930,218
+112,917
| +2% | +$55.9M | 0.21% | 88 |
|
|
2024
Q4 | $3.04B | Buy |
5,817,301
+235,889
| +4% | +$123M | 0.21% | 79 |
|
|
2024
Q3 | $2.74B | Sell |
5,581,412
-122,707
| -2% | -$60.3M | 0.2% | 90 |
|
|
2024
Q2 | $2.54B | Buy |
5,704,119
+425,881
| +8% | +$189M | 0.2% | 85 |
|
|
2024
Q1 | $2.11B | Sell |
5,278,238
-5,016,092
| -49% | -$2B | 0.17% | 116 |
|
|
2023
Q4 | $3.47B | Buy |
10,294,330
+4,975,458
| +94% | +$1.68B | 0.15% | 123 |
|
|
2023
Q3 | $1.55B | Sell |
5,318,872
-21,463
| -0.4% | -$6.27M | 0.16% | 123 |
|
|
2023
Q2 | $1.83B | Sell |
5,340,335
-305,882
| -5% | -$105M | 0.18% | 110 |
|
|
2023
Q1 | $1.44B | Sell |
5,646,217
-220,396
| -4% | -$56.3M | 0.15% | 136 |
|
|
2022
Q4 | $1.56B | Buy |
5,866,613
+1,351,002
| +30% | +$358M | 0.18% | 116 |
|
|
2022
Q3 | $846M | Buy |
4,515,611
+16,469
| +0.4% | +$3.09M | 0.12% | 182 |
|
|
2022
Q2 | $903M | Buy |
4,499,142
+1,120,756
| +33% | +$225M | 0.12% | 176 |
|
|
2022
Q1 | $1.02B | Sell |
3,378,386
-2,469,860
| -42% | -$745M | 0.14% | 162 |
|
|
2021
Q4 | $2.1B | Buy |
5,848,246
+2,577,747
| +79% | +$926M | 0.26% | 91 |
|
|
2021
Q3 | $3.25B | Sell |
3,270,499
-640,779
| -16% | -$637M | 0.44% | 40 |
|
|
2021
Q2 | $3.6B | Sell |
3,911,278
-1,648,918
| -30% | -$1.52B | 0.47% | 40 |
|
|
2021
Q1 | $4.11B | Sell |
5,560,196
-46,734
| -0.8% | -$34.5M | 0.6% | 23 |
|
|
2020
Q4 | $4.59B | Sell |
5,606,930
-251,397
| -4% | -$206M | 0.71% | 17 |
|
|
2020
Q3 | $4.16B | Buy |
5,858,327
+1,299,622
| +29% | +$922M | 0.8% | 15 |
|
|
2020
Q2 | $2.6B | Sell |
4,558,705
-3,431
| -0.1% | -$1.96M | 0.58% | 30 |
|
|
2020
Q1 | $2.26B | Sell |
4,562,136
-39,739
| -0.9% | -$19.7M | 0.61% | 22 |
|
|
2019
Q4 | $2.72B | Buy |
4,601,875
+249,611
| +6% | +$148M | 0.63% | 18 |
|
|
2019
Q3 | $2.35B | Buy |
4,352,264
+63,278
| +1% | +$34.2M | 0.62% | 16 |
|
|
2019
Q2 | $2.25B | Buy |
4,288,986
+1,204,750
| +39% | +$632M | 0.6% | 18 |
|
|
2019
Q1 | $1.76B | Sell |
3,084,236
-71,381
| -2% | -$40.7M | 0.5% | 26 |
|
|
2018
Q4 | $1.51B | Buy |
3,155,617
+299,422
| +10% | +$143M | 0.45% | 36 |
|
|
2018
Q3 | $1.64B | Buy |
2,856,195
+1,554,896
| +119% | +$893M | 0.41% | 37 |
|
|
2018
Q2 | $623M | Buy |
1,301,299
+609,465
| +88% | +$292M | 0.17% | 131 |
|
|
2018
Q1 | $286M | Sell |
691,834
-748,262
| -52% | -$309M | 0.08% | 255 |
|
|
2017
Q4 | $526M | Buy |
1,440,096
+885,123
| +159% | +$323M | 0.14% | 147 |
|
|
2017
Q3 | $580M | Sell |
554,973
-281,245
| -34% | -$294M | 0.17% | 130 |
|
|
2017
Q2 | $782M | Sell |
836,218
-58,496
| -7% | -$54.7M | 0.24% | 85 |
|
|
2017
Q1 | $686M | Sell |
894,714
-63,652
| -7% | -$48.8M | 0.21% | 102 |
|
|
2016
Q4 | $608M | Sell |
958,366
-41,089
| -4% | -$26.1M | 0.2% | 104 |
|
|
2016
Q3 | $724M | Sell |
999,455
-176,754
| -15% | -$128M | 0.25% | 82 |
|
|
2016
Q2 | $778M | Sell |
1,176,209
-144,758
| -11% | -$95.7M | 0.28% | 69 |
|
|
2016
Q1 | $794M | Sell |
1,320,967
-92,139
| -7% | -$55.4M | 0.31% | 60 |
|
|
2015
Q4 | $772M | Sell |
1,413,106
-133,497
| -9% | -$72.9M | 0.28% | 73 |
|
|
2015
Q3 | $711M | Sell |
1,546,603
-203,901
| -12% | -$93.7M | 0.26% | 73 |
|
|
2015
Q2 | $848M | Sell |
1,750,504
-232,861
| -12% | -$113M | 0.29% | 62 |
|
|
2015
Q1 | $1B | Sell |
1,983,365
-141,767
| -7% | -$71.6M | 0.37% | 42 |
|
|
2014
Q4 | $1.12B | Sell |
2,125,132
-47,406
| -2% | -$25.1M | 0.41% | 27 |
|
|
2014
Q3 | $1B | Sell |
2,172,538
-15,393
| -0.7% | -$7.11M | 0.39% | 33 |
|
|
2014
Q2 | $901M | Buy |
2,187,931
+255,699
| +13% | +$105M | 0.35% | 41 |
|
|
2014
Q1 | $846M | Buy |
1,932,232
+181,050
| +10% | +$79.3M | 0.35% | 42 |
|
|
2013
Q4 | $673M | Buy |
1,751,182
+60,169
| +4% | +$23.1M | 0.29% | 60 |
|
|
2013
Q3 | $636M | Buy |
1,691,013
+760,950
| +82% | +$286M | 0.3% | 56 |
|
|
2013
Q2 | $471M | Buy |
+930,063
| New | +$471M | 0.24% | 91 |
|