Sigma Investment Counselors’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 | $7.35M | Sell |
15,941
-1,024
| -6% | -$518K | 0.39% | 46 |
|
|
2025
Q4 | $9.61M | Sell |
16,965
-337
| -2% | -$179K | 0.49% | 43 |
|
|
2025
Q3 | $7.74M | Buy |
17,302
+69
| +0.4% | +$33.1K | 0.4% | 48 |
|
|
2025
Q2 | $9.36M | Buy |
17,233
+867
| +5% | +$453K | 0.52% | 40 |
|
|
2025
Q1 | $8.11M | Sell |
16,366
-1,965
| -11% | -$1.09M | 0.5% | 40 |
|
|
2024
Q4 | $9.57M | Sell |
18,331
-685
| -4% | -$357K | 0.56% | 37 |
|
|
2024
Q3 | $9.34M | Sell |
19,016
-26
| -0.1% | -$12.1K | 0.55% | 40 |
|
|
2024
Q2 | $8.47M | Buy |
19,042
+84
| +0.4% | +$33.5K | 0.53% | 40 |
|
|
2024
Q1 | $7.57M | Sell |
18,958
-158
| -0.8% | -$59.7K | 0.49% | 46 |
|
|
2023
Q4 | $6.45M | Buy |
19,116
+706
| +4% | +$210K | 0.46% | 47 |
|
|
2023
Q3 | $5.38M | Buy |
18,410
+193
| +1% | +$60.3K | 0.41% | 49 |
|
|
2023
Q2 | $6.23M | Buy |
18,217
+21
| +0.1% | +$6.35K | 0.46% | 45 |
|
|
2023
Q1 | $4.65M | Buy |
18,196
+1
| +0% | +$246 | 0.36% | 52 |
|
|
2022
Q4 | $4.83M | Buy |
18,195
+30
| +0.2% | +$7.32K | 0.4% | 45 |
|
|
2022
Q3 | $3.4M | Sell |
18,165
-156
| -0.9% | -$33.5K | 0.29% | 54 |
|
|
2022
Q2 | $3.68M | Buy |
18,321
+93
| +0.5% | +$21.8K | 0.3% | 54 |
|
|
2022
Q1 | $5.5M | Buy |
18,228
+394
| +2% | +$115K | 0.39% | 45 |
|
|
2021
Q4 | $6.41M | Sell |
17,834
-58
| -0.3% | -$20K | 0.45% | 41 |
|
|
2021
Q3 | $5.93M | Buy |
17,892
+366
| +2% | +$123K | 0.44% | 40 |
|
|
2021
Q2 | $5.37M | Sell |
17,526
-300
| -2% | -$84.2K | 0.4% | 45 |
|
|
2021
Q1 | $4.39M | Sell |
17,826
-159
| -0.9% | -$40K | 0.36% | 50 |
|
|
2020
Q4 | $4.91M | Buy |
17,985
+8,697
| +94% | +$2.16M | 0.42% | 44 |
|
|
2020
Q3 | $2.2M | Sell |
9,288
-8,586
| -48% | -$1.93M | 0.43% | 45 |
|
|
2020
Q2 | $3.4M | Buy |
17,874
+2,094
| +13% | +$375K | 0.36% | 51 |
|
|
2020
Q1 | $2.6M | Buy |
15,780
+834
| +6% | +$153K | 0.33% | 51 |
|
|
2019
Q4 | $2.94M | Buy |
14,946
+780
| +6% | +$146K | 0.31% | 57 |
|
|
2019
Q3 | $2.55M | Buy |
14,166
+831
| +6% | +$144K | 0.29% | 56 |
|
|
2019
Q2 | $2.33M | Buy |
13,335
+645
| +5% | +$111K | 0.27% | 59 |
|
|
2019
Q1 | $2.41M | Buy |
12,690
+690
| +6% | +$123K | 0.3% | 59 |
|
|
2018
Q4 | $1.92M | Buy |
12,000
+807
| +7% | +$137K | 0.27% | 63 |
|
|
2018
Q3 | $2.14M | Buy |
11,193
+1,095
| +11% | +$194K | 0.27% | 59 |
|
|
2018
Q2 | $1.61M | Buy |
10,098
+2,454
| +32% | +$374K | 0.21% | 68 |
|
|
2018
Q1 | $1.05M | Buy |
+7,644
| New | +$1.07M | 0.14% | 71 |
|
Other funds holding ISRG
VCM
VPM
Sigma Investment Counselors's ISRG Position: Q1 2026 in Review
Sigma Investment Counselors reduced its Intuitive Surgical (ISRG) stake by 6% in Q1 2026, selling an estimated $518K and leaving 15,941 shares worth $7.35M. The position accounts for 0.39% of the portfolio, ranked #46.
Sigma Investment Counselors first reported a position in ISRG in Q1 2018 and has held it in 33 quarters since. The position peaked at $9.61M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Sigma Investment Counselors held 15,941 shares of Intuitive Surgical worth $7.35M as of Q1 2026.
- Sigma Investment Counselors sold 1,024 Intuitive Surgical shares in Q1 2026, an estimated $518K.
- Intuitive Surgical made up 0.39% of Sigma Investment Counselors's portfolio in Q1 2026, its #46 holding.
- Sigma Investment Counselors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 33 quarters since.
- Sigma Investment Counselors's Intuitive Surgical position peaked at $9.61M in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.