Morse Asset 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
Q2 | $3.02M | Sell |
7,596
-5,386
| -41% | -$2.35M | 0.5% | 49 |
|
|
2026
Q1 | $5.98M | Buy |
12,982
+70
| +0.5% | +$35.4K | 1.24% | 21 |
|
|
2025
Q4 | $7.31M | Buy |
12,912
+78
| +0.6% | +$41.5K | 1.46% | 16 |
|
|
2025
Q3 | $5.74M | Sell |
12,834
-1,619
| -11% | -$777K | 1.15% | 24 |
|
|
2025
Q2 | $7.85M | Sell |
14,453
-335
| -2% | -$175K | 1.72% | 13 |
|
|
2025
Q1 | $7.32M | Sell |
14,788
-1,924
| -12% | -$1.06M | 1.85% | 15 |
|
|
2024
Q4 | $8.72M | Sell |
16,712
-109
| -0.6% | -$56.8K | 1.99% | 12 |
|
|
2024
Q3 | $8.26M | Sell |
16,821
-281
| -2% | -$131K | 1.78% | 14 |
|
|
2024
Q2 | $7.61M | Sell |
17,102
-350
| -2% | -$139K | 1.85% | 16 |
|
|
2024
Q1 | $6.96M | Buy |
17,452
+412
| +2% | +$156K | 1.78% | 16 |
|
|
2023
Q4 | $5.75M | Buy |
17,040
+310
| +2% | +$92.4K | 1.69% | 17 |
|
|
2023
Q3 | $4.89M | Sell |
16,730
-46
| -0.3% | -$14.4K | 1.55% | 20 |
|
|
2023
Q2 | $5.74M | Buy |
16,776
+613
| +4% | +$185K | 1.74% | 15 |
|
|
2023
Q1 | $4.13M | Buy |
16,163
+697
| +5% | +$172K | 1.4% | 24 |
|
|
2022
Q4 | $4.1M | Buy |
15,466
+497
| +3% | +$121K | 1.49% | 17 |
|
|
2022
Q3 | $2.81M | Sell |
14,969
-90
| -0.6% | -$19.3K | 1.06% | 26 |
|
|
2022
Q2 | $3.02M | Sell |
15,059
-190
| -1% | -$44.6K | 0.97% | 29 |
|
|
2022
Q1 | $4.6M | Sell |
15,249
-1,694
| -10% | -$495K | 1.14% | 26 |
|
|
2021
Q4 | $6.09M | Buy |
16,943
+224
| +1% | +$77.1K | 1.36% | 20 |
|
|
2021
Q3 | $5.54M | Buy |
16,719
+303
| +2% | +$102K | 1.32% | 19 |
|
|
2021
Q2 | $5.03M | Sell |
16,416
-15
| -0.1% | -$4.21K | 1.22% | 21 |
|
|
2021
Q1 | $4.05M | Buy |
16,431
+261
| +2% | +$65.7K | 1.04% | 26 |
|
|
2020
Q4 | $4.41M | Buy |
16,170
+285
| +2% | +$70.8K | 1.22% | 23 |
|
|
2020
Q3 | $3.76M | Buy |
15,885
+1,116
| +8% | +$251K | 1.2% | 21 |
|
|
2020
Q2 | $2.81M | Buy |
14,769
+375
| +3% | +$67.2K | 1% | 29 |
|
|
2020
Q1 | $2.38M | Buy |
14,394
+144
| +1% | +$26.4K | 1.13% | 24 |
|
|
2019
Q4 | $2.81M | Buy |
14,250
+9,198
| +182% | +$1.72M | 0.96% | 30 |
|
|
2019
Q3 | $909K | Sell |
5,052
-1,725
| -25% | -$298K | 0.34% | 68 |
|
|
2019
Q2 | $1.19M | Buy |
6,777
+1,185
| +21% | +$203K | 0.35% | 70 |
|
|
2019
Q1 | $1.06M | Buy |
5,592
+3,885
| +228% | +$690K | 0.32% | 69 |
|
|
2018
Q4 | $273K | Buy |
1,707
+12
| +0.7% | +$2.03K | 0.1% | 102 |
|
|
2018
Q3 | $324K | Buy |
1,695
+30
| +2% | +$5.33K | 0.09% | 109 |
|
|
2018
Q2 | $266K | Buy |
+1,665
| New | +$254K | 0.07% | 123 |
|
Other funds holding ISRG
Morse Asset Management's ISRG Position: Q2 2026 in Review
Morse Asset Management reduced its Intuitive Surgical (ISRG) stake by 41% in Q2 2026, selling an estimated $2.35M and leaving 7,596 shares worth $3.02M. The position accounts for 0.5% of the portfolio, ranked #49.
Morse Asset Management first reported a position in ISRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.72M in Q4 2024. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Morse Asset Management held 7,596 shares of Intuitive Surgical worth $3.02M as of Q2 2026.
- Morse Asset Management sold 5,386 Intuitive Surgical shares in Q2 2026, an estimated $2.35M.
- Intuitive Surgical made up 0.5% of Morse Asset Management's portfolio in Q2 2026, its #49 holding.
- Morse Asset Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 33 quarters since.
- Morse Asset Management's Intuitive Surgical position peaked at $8.72M in Q4 2024.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.