SVB Wealth’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 | $5.14M | Sell |
12,929
-789
| -6% | -$345K | 0.32% | 65 |
|
|
2026
Q1 | $6.32M | Buy |
13,718
+331
| +2% | +$167K | 0.42% | 57 |
|
|
2025
Q4 | $7.58M | Sell |
13,387
-985
| -7% | -$524K | 0.45% | 48 |
|
|
2025
Q3 | $6.43M | Sell |
14,372
-862
| -6% | -$414K | 0.35% | 62 |
|
|
2025
Q2 | $8.28M | Sell |
15,234
-2,937
| -16% | -$1.54M | 0.44% | 52 |
|
|
2025
Q1 | $9M | Sell |
18,171
-6,192
| -25% | -$3.42M | 0.37% | 39 |
|
|
2024
Q4 | $12.7M | Buy |
+24,363
| New | +$12.7M | 0.24% | 64 |
|
|
2024
Q3 | – | Sell |
-28,642
| Closed | -$12.7M | – | 308 |
|
|
2024
Q2 | $12.7M | Sell |
28,642
-787
| -3% | -$313K | 0.32% | 72 |
|
|
2024
Q1 | $11.7M | Sell |
29,429
-4,988
| -14% | -$1.88M | 0.26% | 99 |
|
|
2023
Q4 | $11.6M | Sell |
34,417
-8,247
| -19% | -$2.46M | 0.28% | 91 |
|
|
2023
Q3 | $12.5M | Sell |
42,664
-2,471
| -5% | -$772K | 0.27% | 89 |
|
|
2023
Q2 | $15.4M | Sell |
45,135
-4,416
| -9% | -$1.34M | 0.28% | 82 |
|
|
2023
Q1 | $12.7M | Sell |
49,551
-6,686
| -12% | -$1.65M | 0.18% | 108 |
|
|
2022
Q4 | $14.9M | Sell |
56,237
-419
| -0.7% | -$102K | 0.2% | 97 |
|
|
2022
Q3 | $10.6M | Buy |
56,656
+150
| +0.3% | +$32.2K | 0.16% | 112 |
|
|
2022
Q2 | $11.3M | Buy |
56,506
+1,633
| +3% | +$383K | 0.17% | 95 |
|
|
2022
Q1 | $16.6M | Buy |
54,873
+43,566
| +385% | +$12.7M | 0.22% | 81 |
|
|
2021
Q4 | $4.06M | Sell |
11,307
-789
| -7% | -$271K | 0.07% | 161 |
|
|
2021
Q3 | $4.01M | Buy |
12,096
+249
| +2% | +$83.6K | 0.05% | 182 |
|
|
2021
Q2 | $3.63M | Sell |
11,847
-294
| -2% | -$82.5K | 0.05% | 191 |
|
|
2021
Q1 | $2.99M | Sell |
12,141
-474
| -4% | -$119K | 0.04% | 204 |
|
|
2020
Q4 | $3.44M | Buy |
12,615
+102
| +0.8% | +$25.3K | 0.05% | 191 |
|
|
2020
Q3 | $2.96M | Sell |
12,513
-717
| -5% | -$161K | 0.05% | 187 |
|
|
2020
Q2 | $2.51M | Buy |
13,230
+51
| +0.4% | +$9.14K | 0.05% | 181 |
|
|
2020
Q1 | $2.17M | Sell |
13,179
-2,817
| -18% | -$516K | 0.05% | 165 |
|
|
2019
Q4 | $3.15M | Sell |
15,996
-237
| -1% | -$44.4K | 0.06% | 165 |
|
|
2019
Q3 | $2.92M | Sell |
16,233
-798
| -5% | -$138K | 0.06% | 171 |
|
|
2019
Q2 | $2.98M | Sell |
17,031
-594
| -3% | -$102K | 0.1% | 163 |
|
|
2019
Q1 | $3.35M | Sell |
17,625
-7,869
| -31% | -$1.4M | 0.13% | 117 |
|
|
2018
Q4 | $4.07M | Sell |
25,494
-2,310
| -8% | -$391K | 0.17% | 104 |
|
|
2018
Q3 | $5.32M | Sell |
27,804
-1,755
| -6% | -$312K | 0.19% | 105 |
|
|
2018
Q2 | $4.71M | Buy |
29,559
+1,329
| +5% | +$203K | 0.18% | 106 |
|
|
2018
Q1 | $3.88M | Buy |
28,230
+6,810
| +32% | +$950K | 0.15% | 116 |
|
|
2017
Q4 | $2.61M | Buy |
21,420
+936
| +5% | +$117K | 0.1% | 158 |
|
|
2017
Q3 | $2.38M | Buy |
20,484
+1,224
| +6% | +$133K | 0.09% | 165 |
|
|
2017
Q2 | $2M | Buy |
19,260
+3,789
| +24% | +$364K | 0.08% | 187 |
|
|
2017
Q1 | $1.32M | Buy |
15,471
+6,264
| +68% | +$495K | 0.05% | 222 |
|
|
2016
Q4 | $649K | Sell |
9,207
-963
| -9% | -$70.8K | 0.03% | 310 |
|
|
2016
Q3 | $819K | Sell |
10,170
-549
| -5% | -$42K | 0.03% | 274 |
|
|
2016
Q2 | $788K | Sell |
10,719
-3,843
| -26% | -$270K | 0.03% | 286 |
|
|
2016
Q1 | $972K | Sell |
14,562
-1,575
| -10% | -$97.6K | 0.04% | 262 |
|
|
2015
Q4 | $979K | Sell |
16,137
-5,517
| -25% | -$310K | 0.04% | 274 |
|
|
2015
Q3 | $1.11M | Sell |
21,654
-10,953
| -34% | -$620K | 0.04% | 286 |
|
|
2015
Q2 | $1.75M | Sell |
32,607
-26,109
| -44% | -$1.46M | 0.06% | 252 |
|
|
2015
Q1 | $3.29M | Sell |
58,716
-9,189
| -14% | -$520K | 0.11% | 181 |
|
|
2014
Q4 | $3.99M | Buy |
+67,905
| New | +$3.78M | 0.13% | 163 |
|
Other funds holding ISRG
SVB Wealth's ISRG Position: Q2 2026 in Review
SVB Wealth reduced its Intuitive Surgical (ISRG) stake by 5.8% in Q2 2026, selling an estimated $345K and leaving 12,929 shares worth $5.14M. The position accounts for 0.32% of the portfolio, ranked #65.
SVB Wealth first reported a position in ISRG in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.6M in Q1 2022. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- SVB Wealth held 12,929 shares of Intuitive Surgical worth $5.14M as of Q2 2026.
- SVB Wealth sold 789 Intuitive Surgical shares in Q2 2026, an estimated $345K.
- Intuitive Surgical made up 0.32% of SVB Wealth's portfolio in Q2 2026, its #65 holding.
- SVB Wealth first reported a position in Intuitive Surgical in Q4 2014 and has held it in 46 quarters since.
- SVB Wealth's Intuitive Surgical position peaked at $16.6M in Q1 2022.
- 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.