Sit Investment Associates’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 | $14.2M | Buy |
30,745
+1,273
| +4% | +$644K | 0.29% | 81 |
|
|
2025
Q4 | $16.7M | Sell |
29,472
-847
| -3% | -$451K | 0.33% | 69 |
|
|
2025
Q3 | $13.6M | Buy |
30,319
+5,078
| +20% | +$2.44M | 0.28% | 86 |
|
|
2025
Q2 | $13.7M | Buy |
25,241
+5,152
| +26% | +$2.69M | 0.29% | 86 |
|
|
2025
Q1 | $9.95M | Buy |
20,089
+2,694
| +15% | +$1.49M | 0.23% | 115 |
|
|
2024
Q4 | $9.08M | Sell |
17,395
-551
| -3% | -$287K | 0.21% | 141 |
|
|
2024
Q3 | $8.82M | Buy |
17,946
+4,790
| +36% | +$2.23M | 0.2% | 145 |
|
|
2024
Q2 | $5.85M | Buy |
13,156
+5,887
| +81% | +$2.34M | 0.13% | 184 |
|
|
2024
Q1 | $2.9M | Buy |
+7,269
| New | +$2.75M | 0.07% | 267 |
|
|
2021
Q4 | – | Sell |
-11,814
| Closed | -$3.92M | – | 526 |
|
|
2021
Q3 | $3.92M | Sell |
11,814
-2,646
| -18% | -$889K | 0.1% | 226 |
|
|
2021
Q2 | $4.43M | Sell |
14,460
-6,945
| -32% | -$1.95M | 0.11% | 224 |
|
|
2021
Q1 | $5.27M | Sell |
21,405
-30
| -0.1% | -$7.55K | 0.14% | 201 |
|
|
2020
Q4 | $5.84M | Sell |
21,435
-1,575
| -7% | -$391K | 0.16% | 191 |
|
|
2020
Q3 | $5.44M | Hold |
23,010
| – | – | 0.16% | 186 |
|
|
2020
Q2 | $4.37M | Buy |
23,010
+150
| +0.7% | +$26.9K | 0.14% | 191 |
|
|
2020
Q1 | $3.77M | Sell |
22,860
-30
| -0.1% | -$5.5K | 0.14% | 186 |
|
|
2019
Q4 | $4.51M | Hold |
22,890
| – | – | 0.13% | 192 |
|
|
2019
Q3 | $4.12M | Buy |
22,890
+375
| +2% | +$64.9K | 0.13% | 192 |
|
|
2019
Q2 | $3.94M | Hold |
22,515
| – | – | 0.12% | 202 |
|
|
2019
Q1 | $4.28M | Buy |
22,515
+6,705
| +42% | +$1.19M | 0.14% | 180 |
|
|
2018
Q4 | $2.52M | Buy |
+15,810
| New | +$2.68M | 0.08% | 231 |
|
|
2013
Q3 | – | Sell |
-120,627
| Closed | -$6.78M | – | 450 |
|
|
2013
Q2 | $6.78M | Buy |
+120,627
| New | +$6.64M | 0.14% | 154 |
|
Other funds holding ISRG
VCM
VPM
