Richard Bernstein 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 | $1.87M | Hold |
4,053
| – | – | 0.05% | 88 |
|
|
2025
Q4 | $2.3M | Sell |
4,053
-478
| -11% | -$254K | 0.07% | 54 |
|
|
2025
Q3 | $2.03M | Sell |
4,531
-3,985
| -47% | -$1.91M | 0.06% | 87 |
|
|
2025
Q2 | $4.63M | Sell |
8,516
-1,066
| -11% | -$557K | 0.11% | 75 |
|
|
2025
Q1 | $4.75M | Sell |
9,582
-458
| -5% | -$253K | 0.11% | 66 |
|
|
2024
Q4 | $5.24M | Sell |
10,040
-2,960
| -23% | -$1.54M | 0.12% | 63 |
|
|
2024
Q3 | $6.39M | Hold |
13,000
| – | – | 0.14% | 51 |
|
|
2024
Q2 | $5.78M | Hold |
13,000
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $5.19M | Hold |
13,000
| – | – | 0.11% | 70 |
|
|
2023
Q4 | $4.39M | Buy |
13,000
+9
| +0.1% | +$2.68K | 0.1% | 72 |
|
|
2023
Q3 | $3.8M | Hold |
12,991
| – | – | 0.08% | 77 |
|
|
2023
Q2 | $4.44M | Sell |
12,991
-6,845
| -35% | -$2.07M | 0.09% | 62 |
|
|
2023
Q1 | $5.07M | Hold |
19,836
| – | – | 0.11% | 64 |
|
|
2022
Q4 | $5.26M | Hold |
19,836
| – | – | 0.12% | 66 |
|
|
2022
Q3 | $3.72M | Hold |
19,836
| – | – | 0.09% | 100 |
|
|
2022
Q2 | $3.98M | Hold |
19,836
| – | – | 0.09% | 115 |
|
|
2022
Q1 | $5.98M | Hold |
19,836
| – | – | 0.12% | 83 |
|
|
2021
Q4 | $7.13M | Hold |
19,836
| – | – | 0.14% | 69 |
|
|
2021
Q3 | $6.57M | Buy |
19,836
+936
| +5% | +$314K | 0.13% | 70 |
|
|
2021
Q2 | $5.79M | Hold |
18,900
| – | – | 0.12% | 73 |
|
|
2021
Q1 | $4.65M | Sell |
18,900
-5,535
| -23% | -$1.39M | 0.11% | 88 |
|
|
2020
Q4 | $6.66M | Hold |
24,435
| – | – | 0.16% | 56 |
|
|
2020
Q3 | $5.78M | Hold |
24,435
| – | – | 0.16% | 60 |
|
|
2020
Q2 | $4.64M | Hold |
24,435
| – | – | 0.15% | 67 |
|
|
2020
Q1 | $4.03M | Hold |
24,435
| – | – | 0.14% | 80 |
|
|
2019
Q4 | $4.81M | Hold |
24,435
| – | – | 0.16% | 94 |
|
|
2019
Q3 | $4.4M | Hold |
24,435
| – | – | 0.14% | 107 |
|
|
2019
Q2 | $4.27M | Hold |
24,435
| – | – | 0.14% | 103 |
|
|
2019
Q1 | $4.65M | Buy |
24,435
+3,852
| +19% | +$685K | 0.15% | 116 |
|
|
2018
Q4 | $3.29M | Hold |
20,583
| – | – | 0.12% | 166 |
|
|
2018
Q3 | $3.94M | Buy |
+20,583
| New | +$3.65M | 0.11% | 196 |
|
|
2014
Q2 | – | Sell |
-16,155
| Closed | -$786K | – | 259 |
|
|
2014
Q1 | $786K | Hold |
16,155
| – | – | 0.11% | 202 |
|
|
2013
Q4 | $689K | Hold |
16,155
| – | – | 0.14% | 206 |
|
|
2013
Q3 | $675K | Hold |
16,155
| – | – | 0.2% | 185 |
|
|
2013
Q2 | $909K | Buy |
+16,155
| New | +$890K | 0.3% | 115 |
|
Other funds holding ISRG
Richard Bernstein Advisors's ISRG Position: Q1 2026 in Review
Richard Bernstein Advisors held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 4,053 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #88.
Richard Bernstein Advisors first reported a position in ISRG in Q2 2013 and has held it in 35 quarters since. The position peaked at $7.13M in Q4 2021. 2,317 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Richard Bernstein Advisors held 4,053 shares of Intuitive Surgical worth $1.87M as of Q1 2026.
- Richard Bernstein Advisors left its Intuitive Surgical share count unchanged in Q1 2026.
- Intuitive Surgical made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #88 holding.
- Richard Bernstein Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 35 quarters since.
- Richard Bernstein Advisors's Intuitive Surgical position peaked at $7.13M in Q4 2021.
- 2,317 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.