NewEdge Advisors’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 | $19.7M | Buy |
42,683
+16,847
| +65% | +$8.52M | 0.07% | 264 |
|
|
2025
Q4 | $14.6M | Buy |
25,836
+4,163
| +19% | +$2.22M | 0.05% | 320 |
|
|
2025
Q3 | $9.69M | Sell |
21,673
-884
| -4% | -$424K | 0.04% | 410 |
|
|
2025
Q2 | $12.3M | Buy |
22,557
+1,742
| +8% | +$911K | 0.06% | 317 |
|
|
2025
Q1 | $10.3M | Buy |
20,815
+8,373
| +67% | +$4.63M | 0.06% | 313 |
|
|
2024
Q4 | $6.49M | Sell |
12,442
-294
| -2% | -$153K | 0.04% | 413 |
|
|
2024
Q3 | $6.26M | Sell |
12,736
-1,089
| -8% | -$507K | 0.04% | 407 |
|
|
2024
Q2 | $6.15M | Buy |
13,825
+1,044
| +8% | +$416K | 0.04% | 389 |
|
|
2024
Q1 | $5.1M | Buy |
12,781
+4,129
| +48% | +$1.56M | 0.04% | 386 |
|
|
2023
Q4 | $3.07M | Buy |
8,652
+986
| +13% | +$294K | 0.03% | 503 |
|
|
2023
Q3 | $2.24M | Buy |
7,666
+3,509
| +84% | +$1.1M | 0.02% | 564 |
|
|
2023
Q2 | $1.42M | Buy |
4,157
+153
| +4% | +$46.3K | 0.02% | 712 |
|
|
2023
Q1 | $1.07M | Sell |
4,004
-878
| -18% | -$216K | 0.01% | 762 |
|
|
2022
Q4 | $790K | Sell |
4,882
-2,810
| -37% | -$685K | 0.02% | 592 |
|
|
2022
Q3 | $1.44M | Sell |
7,692
-2,124
| -22% | -$456K | 0.02% | 517 |
|
|
2022
Q2 | $1.97M | Sell |
9,816
-4,869
| -33% | -$1.14M | 0.03% | 441 |
|
|
2022
Q1 | $4.43M | Buy |
14,685
+640
| +5% | +$187K | 0.07% | 260 |
|
|
2021
Q4 | $5.05M | Buy |
14,045
+5,297
| +61% | +$1.82M | 0.08% | 239 |
|
|
2021
Q3 | $2.9M | Buy |
8,748
+4,635
| +113% | +$1.56M | 0.07% | 247 |
|
|
2021
Q2 | $1.26M | Buy |
4,113
+294
| +8% | +$82.5K | 0.03% | 423 |
|
|
2021
Q1 | $940K | Buy |
3,819
+549
| +17% | +$138K | 0.03% | 480 |
|
|
2020
Q4 | $891K | Sell |
3,270
-8,643
| -73% | -$2.15M | 0.03% | 440 |
|
|
2020
Q3 | $2.82M | Buy |
11,913
+2,157
| +22% | +$484K | 0.1% | 202 |
|
|
2020
Q2 | $1.85M | Buy |
9,756
+4,125
| +73% | +$739K | 0.07% | 237 |
|
|
2020
Q1 | $930K | Buy |
5,631
+2,109
| +60% | +$386K | 0.04% | 324 |
|
|
2019
Q4 | $694K | Buy |
3,522
+975
| +38% | +$183K | 0.03% | 442 |
|
|
2019
Q3 | $473K | Buy |
2,547
+513
| +25% | +$88.7K | 0.02% | 509 |
|
|
2019
Q2 | $356K | Sell |
2,034
-765
| -27% | -$131K | 0.02% | 489 |
|
|
2019
Q1 | $532K | Buy |
2,799
+828
| +42% | +$147K | 0.03% | 384 |
|
|
2018
Q4 | $315 | Buy |
1,971
+465
| +31% | +$78.8K | 0.02% | 469 |
|
|
2018
Q3 | $288K | Buy |
+1,506
| New | +$267K | 0.02% | 505 |
|
|
2017
Q1 | – | Sell |
-2,916
| Closed | -$216K | – | 288 |
|
|
2016
Q4 | $216K | Buy |
+2,916
| New | +$214K | 0.06% | 230 |
|
Other funds holding ISRG
VCM
VPM
NewEdge Advisors's ISRG Position: Q1 2026 in Review
NewEdge Advisors increased its Intuitive Surgical (ISRG) stake by 65% in Q1 2026, buying an estimated $8.52M and bringing the position to 42,683 shares worth $19.7M. The position accounts for 0.07% of the portfolio, ranked #264.
NewEdge Advisors first reported a position in ISRG in Q4 2016 and has held it in 32 quarters since. 2,310 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- NewEdge Advisors held 42,683 shares of Intuitive Surgical worth $19.7M as of Q1 2026.
- NewEdge Advisors bought 16,847 Intuitive Surgical shares in Q1 2026, an estimated $8.52M.
- Intuitive Surgical made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #264 holding.
- NewEdge Advisors first reported a position in Intuitive Surgical in Q4 2016 and has held it in 32 quarters since.
- 2,310 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.