Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-261
| Closed | -$117K | – | 821 |
|
|
2025
Q3 | $117K | Hold |
261
| – | – | 0.01% | 284 |
|
|
2025
Q2 | $142K | Buy |
261
+13
| +5% | +$6.8K | 0.01% | 256 |
|
|
2025
Q1 | $123K | Sell |
248
-87
| -26% | -$48.1K | 0.01% | 260 |
|
|
2024
Q4 | $175K | Buy |
335
+13
| +4% | +$6.77K | 0.02% | 237 |
|
|
2024
Q3 | $158K | Buy |
322
+56
| +21% | +$26.1K | 0.02% | 254 |
|
|
2024
Q2 | $118K | Buy |
266
+13
| +5% | +$5.18K | 0.01% | 276 |
|
|
2024
Q1 | $101K | Buy |
253
+3
| +1% | +$1.13K | 0.01% | 293 |
|
|
2023
Q4 | $84.3K | Sell |
250
-9
| -3% | -$2.68K | 0.01% | 296 |
|
|
2023
Q3 | $75.7K | Buy |
259
+6
| +2% | +$1.87K | 0.01% | 302 |
|
|
2023
Q2 | $86.5K | Hold |
253
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $64.6K | Sell |
253
-1
| -0.4% | -$246 | 0.01% | 308 |
|
|
2022
Q4 | $67.4K | Hold |
254
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $48K | Buy |
254
+11
| +5% | +$2.36K | 0.01% | 318 |
|
|
2022
Q2 | $49K | Hold |
243
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $73K | Hold |
243
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $87K | Hold |
243
| – | – | 0.02% | 230 |
|
|
2021
Q3 | $81K | Hold |
243
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $74K | Hold |
243
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $60K | Hold |
243
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $66K | Hold |
243
| – | – | 0.02% | 216 |
|
|
2020
Q3 | $57K | Hold |
243
| – | – | 0.01% | 216 |
|
|
2020
Q2 | $46K | Hold |
243
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $40K | Hold |
243
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $48K | Hold |
243
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $44K | Hold |
243
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $42K | Sell |
243
-27
| -10% | -$4.63K | 0.01% | 265 |
|
|
2019
Q1 | $51K | Buy |
270
+27
| +11% | +$4.8K | 0.01% | 247 |
|
|
2018
Q4 | $39K | Hold |
243
| – | – | 0.01% | 258 |
|
|
2018
Q3 | $46K | Sell |
243
-2,586
| -91% | -$459K | 0.01% | 250 |
|
|
2018
Q2 | $451K | Buy |
2,829
+180
| +7% | +$27.4K | 0.12% | 97 |
|
|
2018
Q1 | $365K | Sell |
2,649
-1,068
| -29% | -$149K | 0.1% | 107 |
|
|
2017
Q4 | $452K | Buy |
3,717
+54
| +1% | +$6.76K | 0.13% | 91 |
|
|
2017
Q3 | $426K | Hold |
3,663
| – | – | 0.13% | 91 |
|
|
2017
Q2 | $381K | Buy |
+3,663
| New | +$352K | 0.12% | 91 |
|
Other funds holding ISRG
Tortoise Investment Management's ISRG Position: Q4 2025 in Review
Tortoise Investment Management sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 261 shares — an estimated $117K sold.
Tortoise Investment Management first reported a position in ISRG in Q2 2017 and held it in 34 quarters. The position peaked at $452K in Q4 2017. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.
- Tortoise Investment Management reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 261 Intuitive Surgical shares in Q4 2025, an estimated $117K.
- Tortoise Investment Management first reported a position in Intuitive Surgical in Q2 2017 and held it in 34 quarters.
- Tortoise Investment Management's Intuitive Surgical position peaked at $452K in Q4 2017.
- 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.