UBS AM’s Intuitive Surgical ISRG Stock Holding History

UBS AM’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53B	Buy	3,316,258 +377,795	+13%	+$191M	0.32%	60
2025 Q4	$1.66B	Sell	2,938,463 -227,708	-7%	-$121M	0.35%	49
2025 Q3	$1.42B	Sell	3,166,171 -266,948	-8%	-$128M	0.31%	58
2025 Q2	$1.87B	Buy	3,433,119 +39,168	+1%	+$20.5M	0.38%	47
2025 Q1	$1.68B	Buy	3,393,951 +566,979	+20%	+$314M	0.43%	39
2024 Q4	$1.48B	Buy	2,826,972 +319,694	+13%	+$167M	0.34%	43
2024 Q3	$1.23B	Sell	2,507,278 -53,042	-2%	-$24.7M	0.32%	59
2024 Q2	$1.14B	Buy	2,560,320 +498,082	+24%	+$198M	0.33%	57
2024 Q1	$823M	Buy	2,062,238 +444,941	+28%	+$168M	0.29%	63
2023 Q4	$546M	Sell	1,617,297 -303,201	-16%	-$90.4M	0.21%	88
2023 Q3	$561M	Buy	1,920,498 +361,384	+23%	+$113M	0.25%	78
2023 Q2	$398M	Hold	1,559,114	–	–	0.19%	110
2023 Q1	$398M	Buy	1,559,114 +174,246	+13%	+$42.9M	0.19%	110
2022 Q4	$367M	Sell	1,384,868 -37,966	-3%	-$9.26M	0.19%	115
2022 Q3	$267M	Sell	1,422,834 -66,287	-4%	-$14.2M	0.15%	142
2022 Q2	$299M	Sell	1,489,121 -479,342	-24%	-$112M	0.16%	135
2022 Q1	$594M	Sell	1,968,463 -329,047	-14%	-$96.1M	0.25%	78
2021 Q4	$825M	Buy	2,297,510 +141,512	+7%	+$48.7M	0.32%	60
2021 Q3	$714M	Buy	2,155,998 +578,469	+37%	+$194M	0.3%	65
2021 Q2	$484M	Buy	1,577,529 +221,733	+16%	+$62.2M	0.21%	104
2021 Q1	$334M	Sell	1,355,796 -77,406	-5%	-$19.5M	0.15%	140
2020 Q4	$391M	Sell	1,433,202 -12,168	-0.8%	-$3.02M	0.18%	110
2020 Q3	$342M	Buy	1,445,370 +301,842	+26%	+$67.8M	0.18%	108
2020 Q2	$217M	Sell	1,143,528 -27,999	-2%	-$5.02M	0.13%	147
2020 Q1	$193M	Buy	1,171,527 +79,161	+7%	+$14.5M	0.14%	142
2019 Q4	$215M	Buy	1,092,366 +2,505	+0.2%	+$469K	0.13%	157
2019 Q3	$196M	Buy	1,089,861 +744	+0.1%	+$129K	0.13%	169
2019 Q2	$190M	Buy	1,089,117 +55,101	+5%	+$9.44M	0.14%	157
2019 Q1	$197M	Buy	1,034,016 +7,923	+0.8%	+$1.41M	0.15%	150
2018 Q4	$164M	Sell	1,026,093 -3,459	-0.3%	-$586K	0.14%	156
2018 Q3	$197M	Buy	1,029,552 +4,434	+0.4%	+$787K	0.15%	152
2018 Q2	$163M	Sell	1,025,118 -325,164	-24%	-$49.6M	0.13%	183
2018 Q1	$186M	Buy	1,350,282 +87,471	+7%	+$12.2M	0.15%	155
2017 Q4	$154M	Sell	1,262,811 -33,720	-3%	-$4.22M	0.13%	173
2017 Q3	$151M	Sell	1,296,531 -56,583	-4%	-$6.17M	0.14%	159
2017 Q2	$141M	Buy	1,353,114 +327,501	+32%	+$31.5M	0.14%	175
2017 Q1	$87.3M	Buy	1,025,613 +75,159	+8%	+$5.94M	0.09%	252
2016 Q4	$67M	Buy	950,454 +157,311	+20%	+$11.6M	0.08%	287
2016 Q3	$63.9M	Sell	793,143 -688,599	-46%	-$52.7M	0.07%	308
2016 Q2	$109M	Sell	1,481,742 -1,464,939	-50%	-$103M	0.12%	186
2016 Q1	$197M	Sell	2,946,681 -946,629	-24%	-$58.7M	0.23%	96
2015 Q4	$236M	Sell	3,893,310 -211,122	-5%	-$11.9M	0.27%	79
2015 Q3	$210M	Sell	4,104,432 -860,508	-17%	-$48.7M	0.23%	90
2015 Q2	$267M	Buy	4,964,940 +125,748	+3%	+$7.03M	0.26%	88
2015 Q1	$272M	Sell	4,839,192 -24,354	-0.5%	-$1.38M	0.26%	86
2014 Q4	$286M	Buy	4,863,546 +640,152	+15%	+$35.7M	0.27%	81
2014 Q3	$217M	Sell	4,223,394 -493,119	-10%	-$24.5M	0.21%	111
2014 Q2	$216M	Sell	4,716,513 -124,605	-3%	-$5.5M	0.22%	112
2014 Q1	$236M	Buy	4,841,118 +70,416	+1%	+$3.32M	0.25%	95
2013 Q4	$204M	Buy	4,770,702 +550,053	+13%	+$23.1M	0.23%	105
2013 Q3	$176M	Buy	4,220,649 +630,468	+18%	+$27.8M	0.22%	118
2013 Q2	$202M	Buy	+3,590,181	New	+$198M	0.26%	97