Steward Partners Investment Advisory’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 | $14.1M | Buy |
30,659
+12,832
| +72% | +$6.49M | 0.07% | 258 |
|
|
2025
Q4 | $10.1M | Buy |
17,827
+1,655
| +10% | +$881K | 0.06% | 293 |
|
|
2025
Q3 | $7.23M | Sell |
16,172
-843
| -5% | -$405K | 0.04% | 373 |
|
|
2025
Q2 | $9.25M | Sell |
17,015
-72
| -0.4% | -$37.6K | 0.07% | 267 |
|
|
2025
Q1 | $8.46M | Buy |
17,087
+2,562
| +18% | +$1.42M | 0.07% | 271 |
|
|
2024
Q4 | $7.58M | Buy |
14,525
+2,182
| +18% | +$1.14M | 0.07% | 282 |
|
|
2024
Q3 | $6.06M | Buy |
12,343
+421
| +4% | +$196K | 0.06% | 320 |
|
|
2024
Q2 | $5.3M | Buy |
11,922
+1,395
| +13% | +$556K | 0.06% | 322 |
|
|
2024
Q1 | $4.2M | Buy |
10,527
+1,064
| +11% | +$402K | 0.05% | 372 |
|
|
2023
Q4 | $3.19M | Buy |
9,463
+1,636
| +21% | +$488K | 0.04% | 381 |
|
|
2023
Q3 | $2.29M | Buy |
7,827
+1,245
| +19% | +$389K | 0.04% | 441 |
|
|
2023
Q2 | $2.25M | Buy |
6,582
+198
| +3% | +$59.9K | 0.03% | 445 |
|
|
2023
Q1 | $1.63M | Buy |
6,384
+99
| +2% | +$24.4K | 0.03% | 525 |
|
|
2022
Q4 | $1.67M | Buy |
6,285
+174
| +3% | +$42.4K | 0.03% | 510 |
|
|
2022
Q3 | $1.15M | Sell |
6,111
-3,371
| -36% | -$724K | 0.02% | 579 |
|
|
2022
Q2 | $1.9M | Sell |
9,482
-26,853
| -74% | -$6.3M | 0.03% | 446 |
|
|
2022
Q1 | $11M | Buy |
36,335
+4,047
| +13% | +$1.18M | 0.17% | 139 |
|
|
2021
Q4 | $11.6M | Buy |
32,288
+9,950
| +45% | +$3.42M | 0.18% | 133 |
|
|
2021
Q3 | $7.4M | Buy |
22,338
+2,496
| +13% | +$838K | 0.13% | 187 |
|
|
2021
Q2 | $6.08M | Buy |
19,842
+4,695
| +31% | +$1.32M | 0.1% | 207 |
|
|
2021
Q1 | $3.73M | Buy |
15,147
+7,368
| +95% | +$1.85M | 0.07% | 305 |
|
|
2020
Q4 | $2.12M | Buy |
7,779
+2,562
| +49% | +$636K | 0.05% | 354 |
|
|
2020
Q3 | $1.23M | Buy |
5,217
+120
| +2% | +$26.9K | 0.03% | 423 |
|
|
2020
Q2 | $968K | Buy |
5,097
+1,515
| +42% | +$272K | 0.03% | 461 |
|
|
2020
Q1 | $591K | Buy |
3,582
+1,134
| +46% | +$208K | 0.02% | 523 |
|
|
2019
Q4 | $482K | Sell |
2,448
-789
| -24% | -$148K | 0.01% | 635 |
|
|
2019
Q3 | $582K | Buy |
3,237
+2,037
| +170% | +$352K | 0.02% | 545 |
|
|
2019
Q2 | $209K | Buy |
+1,200
| New | +$206K | 0.01% | 802 |
|
|
2018
Q4 | – | Sell |
-2,733
| Closed | -$523K | – | 1448 |
|
|
2018
Q3 | $523K | Buy |
2,733
+33
| +1% | +$5.86K | 0.02% | 490 |
|
|
2018
Q2 | $431K | Buy |
2,700
+2,511
| +1,329% | +$383K | 0.03% | 496 |
|
|
2018
Q1 | $26K | Hold |
189
| – | – | ﹤0.01% | 1239 |
|
|
2017
Q4 | $22K | Hold |
189
| – | – | ﹤0.01% | 1083 |
|
|
2017
Q3 | $21K | Hold |
189
| – | – | ﹤0.01% | 926 |
|
|
2017
Q2 | $19K | Sell |
189
-36
| -16% | -$3.46K | ﹤0.01% | 879 |
|
|
2017
Q1 | $19K | Buy |
+225
| New | +$17.8K | ﹤0.01% | 779 |
|
Other funds holding ISRG
VCM
VPM
