Smith & Howard Wealth 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
Q2 | – | Sell |
-493
| Closed | -$227K | – | 103 |
|
|
2026
Q1 | $227K | Sell |
493
-47
| -9% | -$23.8K | 0.05% | 80 |
|
|
2025
Q4 | $306K | Sell |
540
-72
| -12% | -$38.3K | 0.07% | 64 |
|
|
2025
Q3 | $274K | Hold |
612
| – | – | 0.06% | 64 |
|
|
2025
Q2 | $333K | Sell |
612
-55
| -8% | -$28.8K | 0.08% | 54 |
|
|
2025
Q1 | $330K | Hold |
667
| – | – | 0.09% | 54 |
|
|
2024
Q4 | $348K | Hold |
667
| – | – | 0.1% | 55 |
|
|
2024
Q3 | $328K | Hold |
667
| – | – | 0.09% | 59 |
|
|
2024
Q2 | $297K | Hold |
667
| – | – | 0.09% | 64 |
|
|
2024
Q1 | $266K | Hold |
667
| – | – | 0.08% | 65 |
|
|
2023
Q4 | $225K | Buy |
+667
| New | +$199K | 0.08% | 67 |
|
|
2023
Q3 | – | Sell |
-822
| Closed | -$281K | – | 71 |
|
|
2023
Q2 | $281K | Hold |
822
| – | – | 0.1% | 59 |
|
|
2023
Q1 | $210K | Hold |
822
| – | – | 0.07% | 68 |
|
|
2022
Q4 | $218K | Buy |
+822
| New | +$200K | 0.08% | 65 |
|
|
2022
Q2 | – | Sell |
-822
| Closed | -$248K | – | 71 |
|
|
2022
Q1 | $248K | Hold |
822
| – | – | 0.1% | 57 |
|
|
2021
Q4 | $295K | Hold |
822
| – | – | 0.13% | 56 |
|
|
2021
Q3 | $272K | Hold |
822
| – | – | 0.13% | 59 |
|
|
2021
Q2 | $252K | Hold |
822
| – | – | 0.12% | 54 |
|
|
2021
Q1 | $202K | Hold |
822
| – | – | 0.1% | 61 |
|
|
2020
Q4 | $224K | Sell |
822
-408
| -33% | -$101K | 0.12% | 59 |
|
|
2020
Q3 | $291K | Hold |
1,230
| – | – | 0.17% | 49 |
|
|
2020
Q2 | $234K | Hold |
1,230
| – | – | 0.15% | 60 |
|
|
2020
Q1 | $203K | Sell |
1,230
-84
| -6% | -$15.4K | 0.13% | 65 |
|
|
2019
Q4 | $259K | Hold |
1,314
| – | – | 0.09% | 71 |
|
|
2019
Q3 | $236K | Buy |
1,314
+84
| +7% | +$14.5K | 0.09% | 64 |
|
|
2019
Q2 | $215K | Hold |
1,230
| – | – | 0.09% | 59 |
|
|
2019
Q1 | $234K | Buy |
+1,230
| New | +$219K | 0.12% | 49 |
|
|
2014
Q1 | – | Sell |
-819
| Closed | -$35K | – | 124 |
|
|
2013
Q4 | $35K | Hold |
819
| – | – | 0.02% | 124 |
|
|
2013
Q3 | $34K | Hold |
819
| – | – | 0.02% | 128 |
|
|
2013
Q2 | $46K | Buy |
+819
| New | +$45.1K | 0.03% | 99 |
|
Other funds holding ISRG
Smith & Howard Wealth Management's ISRG Position: Q2 2026 in Review
Smith & Howard Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 493 shares — an estimated $227K sold.
Smith & Howard Wealth Management first reported a position in ISRG in Q2 2013 and held it in 29 quarters. The position peaked at $348K in Q4 2024. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Smith & Howard Wealth Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
- Smith & Howard Wealth Management sold 493 Intuitive Surgical shares in Q2 2026, an estimated $227K.
- Smith & Howard Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and held it in 29 quarters.
- Smith & Howard Wealth Management's Intuitive Surgical position peaked at $348K in Q4 2024.
- 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.