Rockefeller Capital 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
Q1 | $94.2M | Sell |
204,351
-2,578
| -1% | -$1.3M | 0.17% | 117 |
|
|
2025
Q4 | $117M | Sell |
206,929
-14,005
| -6% | -$7.46M | 0.21% | 91 |
|
|
2025
Q3 | $98.8M | Sell |
220,934
-1,238
| -0.6% | -$594K | 0.19% | 97 |
|
|
2025
Q2 | $121M | Buy |
222,172
+82,129
| +59% | +$42.9M | 0.26% | 73 |
|
|
2025
Q1 | $69.4M | Sell |
140,043
-16,674
| -11% | -$9.22M | 0.17% | 118 |
|
|
2024
Q4 | $81.8M | Sell |
156,717
-13,970
| -8% | -$7.28M | 0.21% | 99 |
|
|
2024
Q3 | $83.8M | Sell |
170,687
-49,320
| -22% | -$23M | 0.23% | 100 |
|
|
2024
Q2 | $97.9M | Buy |
220,007
+9,111
| +4% | +$3.63M | 0.28% | 81 |
|
|
2024
Q1 | $84.2M | Buy |
210,896
+13,600
| +7% | +$5.14M | 0.25% | 93 |
|
|
2023
Q4 | $66.6M | Buy |
197,296
+4,549
| +2% | +$1.36M | 0.22% | 109 |
|
|
2023
Q3 | $56.3M | Sell |
192,747
-2,502
| -1% | -$781K | 0.22% | 111 |
|
|
2023
Q2 | $66.7M | Buy |
195,249
+35,821
| +22% | +$10.8M | 0.26% | 90 |
|
|
2023
Q1 | $40.7M | Buy |
159,428
+28,510
| +22% | +$7.02M | 0.18% | 135 |
|
|
2022
Q4 | $34.7M | Buy |
130,918
+1,706
| +1% | +$416K | 0.17% | 137 |
|
|
2022
Q3 | $24.2M | Sell |
129,212
-39,771
| -24% | -$8.54M | 0.13% | 177 |
|
|
2022
Q2 | $33.9M | Buy |
168,983
+22,999
| +16% | +$5.4M | 0.18% | 126 |
|
|
2022
Q1 | $44M | Buy |
145,984
+9,682
| +7% | +$2.83M | 0.21% | 115 |
|
|
2021
Q4 | $49M | Buy |
136,302
+5,691
| +4% | +$1.96M | 0.23% | 106 |
|
|
2021
Q3 | $43.3M | Sell |
130,611
-3,045
| -2% | -$1.02M | 0.23% | 106 |
|
|
2021
Q2 | $41M | Buy |
133,656
+7,833
| +6% | +$2.2M | 0.23% | 93 |
|
|
2021
Q1 | $31M | Buy |
125,823
+22,524
| +22% | +$5.67M | 0.21% | 120 |
|
|
2020
Q4 | $28.2M | Buy |
103,299
+20,940
| +25% | +$5.2M | 0.21% | 116 |
|
|
2020
Q3 | $19.5M | Buy |
82,359
+7,464
| +10% | +$1.68M | 0.18% | 133 |
|
|
2020
Q2 | $14.2M | Buy |
74,895
+6,843
| +10% | +$1.23M | 0.15% | 145 |
|
|
2020
Q1 | $11.2M | Buy |
68,052
+66,060
| +3,316% | +$12.1M | 0.15% | 148 |
|
|
2019
Q4 | $392K | Buy |
1,992
+645
| +48% | +$121K | ﹤0.01% | 625 |
|
|
2019
Q3 | $242K | Sell |
1,347
-1,035
| -43% | -$179K | ﹤0.01% | 592 |
|
|
2019
Q2 | $416K | Sell |
2,382
-3,987
| -63% | -$683K | 0.01% | 482 |
|
|
2019
Q1 | $1.21M | Buy |
6,369
+5,478
| +615% | +$974K | 0.02% | 344 |
|
|
2018
Q4 | $142K | Hold |
891
| – | – | ﹤0.01% | 424 |
|
|
2018
Q3 | $170K | Hold |
891
| – | – | ﹤0.01% | 360 |
|
|
2018
Q2 | $142K | Buy |
+891
| New | +$136K | ﹤0.01% | 360 |
|
Other funds holding ISRG
VCM
VPM
Rockefeller Capital Management's ISRG Position: Q1 2026 in Review
Rockefeller Capital Management reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q1 2026, selling an estimated $1.3M and leaving 204,351 shares worth $94.2M. The position accounts for 0.17% of the portfolio, ranked #117.
Rockefeller Capital Management first reported a position in ISRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $121M in Q2 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Rockefeller Capital Management held 204,351 shares of Intuitive Surgical worth $94.2M as of Q1 2026.
- Rockefeller Capital Management sold 2,578 Intuitive Surgical shares in Q1 2026, an estimated $1.3M.
- Intuitive Surgical made up 0.17% of Rockefeller Capital Management's portfolio in Q1 2026, its #117 holding.
- Rockefeller Capital Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 32 quarters since.
- Rockefeller Capital Management's Intuitive Surgical position peaked at $121M in Q2 2025.
- 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.