Morgan Stanley’s Intuitive Surgical ISRG Stock Holding History

Morgan Stanley’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.79B	Buy	6,058,840 +317,805	+6%	+$161M	0.17%	95
2025 Q4	$3.25B	Sell	5,741,035 -561,334	-9%	-$299M	0.19%	85
2025 Q3	$2.82B	Buy	6,302,369 +198,070	+3%	+$95M	0.17%	100
2025 Q2	$3.32B	Buy	6,104,299 +174,081	+3%	+$91M	0.22%	83
2025 Q1	$2.94B	Buy	5,930,218 +112,917	+2%	+$62.4M	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%	-$57.1M	0.2%	90
2024 Q2	$2.54B	Buy	5,704,119 +425,881	+8%	+$170M	0.2%	85
2024 Q1	$2.11B	Sell	5,278,238 -5,016,092	-49%	-$1.9B	0.17%	116
2023 Q4	$3.47B	Buy	10,294,330 +4,975,458	+94%	+$1.48B	0.15%	123
2023 Q3	$1.55B	Sell	5,318,872 -21,463	-0.4%	-$6.7M	0.16%	123
2023 Q2	$1.83B	Sell	5,340,335 -305,882	-5%	-$92.5M	0.18%	110
2023 Q1	$1.44B	Sell	5,646,217 -220,396	-4%	-$54.3M	0.15%	136
2022 Q4	$1.56B	Buy	5,866,613 +1,351,002	+30%	+$329M	0.18%	116
2022 Q3	$846M	Buy	4,515,611 +16,469	+0.4%	+$3.54M	0.12%	182
2022 Q2	$903M	Buy	4,499,142 +1,120,756	+33%	+$263M	0.12%	176
2022 Q1	$1.02B	Sell	3,378,386 -2,469,860	-42%	-$722M	0.14%	162
2021 Q4	$2.1B	Sell	5,848,246 -3,963,251	-40%	-$1.36B	0.26%	91
2021 Q3	$3.25B	Sell	9,811,497 -1,922,337	-16%	-$646M	0.44%	40
2021 Q2	$3.6B	Sell	11,733,834 -4,946,754	-30%	-$1.39B	0.47%	40
2021 Q1	$4.11B	Sell	16,680,588 -140,202	-0.8%	-$35.3M	0.6%	23
2020 Q4	$4.59B	Sell	16,820,790 -754,191	-4%	-$187M	0.71%	17
2020 Q3	$4.16B	Buy	17,574,981 +3,898,866	+29%	+$875M	0.8%	15
2020 Q2	$2.6B	Sell	13,676,115 -10,293	-0.1%	-$1.85M	0.58%	30
2020 Q1	$2.26B	Sell	13,686,408 -119,217	-0.9%	-$21.8M	0.61%	22
2019 Q4	$2.72B	Buy	13,805,625 +748,833	+6%	+$140M	0.63%	18
2019 Q3	$2.35B	Buy	13,056,792 +189,834	+1%	+$32.8M	0.62%	16
2019 Q2	$2.25B	Buy	12,866,958 +3,614,250	+39%	+$619M	0.6%	18
2019 Q1	$1.76B	Sell	9,252,708 -214,143	-2%	-$38.1M	0.5%	26
2018 Q4	$1.51B	Buy	9,466,851 +898,266	+10%	+$152M	0.45%	36
2018 Q3	$1.64B	Buy	8,568,585 +4,664,688	+119%	+$828M	0.41%	37
2018 Q2	$623M	Buy	3,903,897 +1,828,395	+88%	+$279M	0.17%	131
2018 Q1	$286M	Sell	2,075,502 -2,244,786	-52%	-$313M	0.08%	255
2017 Q4	$526M	Sell	4,320,288 -674,469	-14%	-$84.4M	0.14%	147
2017 Q3	$580M	Sell	4,994,757 -2,531,205	-34%	-$276M	0.17%	130
2017 Q2	$782M	Sell	7,525,962 -526,464	-7%	-$50.6M	0.24%	85
2017 Q1	$686M	Sell	8,052,426 -572,868	-7%	-$45.3M	0.21%	102
2016 Q4	$608M	Sell	8,625,294 -369,801	-4%	-$27.2M	0.2%	104
2016 Q3	$724M	Sell	8,995,095 -1,590,786	-15%	-$122M	0.25%	82
2016 Q2	$778M	Sell	10,585,881 -1,302,822	-11%	-$91.7M	0.28%	69
2016 Q1	$794M	Sell	11,888,703 -829,251	-7%	-$51.4M	0.31%	60
2015 Q4	$772M	Sell	12,717,954 -1,201,473	-9%	-$67.5M	0.28%	73
2015 Q3	$711M	Sell	13,919,427 -1,835,109	-12%	-$104M	0.26%	73
2015 Q2	$848M	Sell	15,754,536 -2,095,749	-12%	-$117M	0.29%	62
2015 Q1	$1B	Sell	17,850,285 -1,275,903	-7%	-$72.2M	0.37%	42
2014 Q4	$1.12B	Sell	19,126,188 -426,654	-2%	-$23.8M	0.41%	27
2014 Q3	$1B	Sell	19,552,842 -138,537	-0.7%	-$6.88M	0.39%	33
2014 Q2	$901M	Buy	19,691,379 +2,301,291	+13%	+$102M	0.35%	41
2014 Q1	$846M	Buy	17,390,088 +1,629,450	+10%	+$76.7M	0.35%	42
2013 Q4	$673M	Buy	15,760,638 +541,521	+4%	+$22.8M	0.29%	60
2013 Q3	$636M	Buy	15,219,117 +6,848,550	+82%	+$302M	0.3%	56
2013 Q2	$471M	Buy	+8,370,567	New	+$461M	0.24%	91