UBS Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915M | Sell |
1,683,008
-273,585
| -14% | -$149M | 0.16% | 99 |
|
|
2025
Q1 | $969M | Sell |
1,956,593
-201,170
| -9% | -$99.6M | 0.18% | 81 |
|
|
2024
Q4 | $1.13B | Buy |
2,157,763
+358,236
| +20% | +$187M | 0.21% | 67 |
|
|
2024
Q3 | $884M | Buy |
1,799,527
+124,606
| +7% | +$61.2M | 0.19% | 81 |
|
|
2024
Q2 | $745M | Buy |
1,674,921
+198,961
| +13% | +$88.5M | 0.18% | 87 |
|
|
2024
Q1 | $589M | Sell |
1,475,960
-196,103
| -12% | -$78.3M | 0.15% | 108 |
|
|
2023
Q4 | $564M | Buy |
1,672,063
+399,479
| +31% | +$135M | 0.17% | 97 |
|
|
2023
Q3 | $372M | Sell |
1,272,584
-107,569
| -8% | -$31.4M | 0.13% | 129 |
|
|
2023
Q2 | $472M | Buy |
1,380,153
+104,252
| +8% | +$35.6M | 0.16% | 109 |
|
|
2023
Q1 | $326M | Sell |
1,275,901
-87,929
| -6% | -$22.5M | 0.12% | 150 |
|
|
2022
Q4 | $362M | Buy |
1,363,830
+497,614
| +57% | +$132M | 0.14% | 130 |
|
|
2022
Q3 | $162M | Sell |
866,216
-42,113
| -5% | -$7.89M | 0.07% | 227 |
|
|
2022
Q2 | $182M | Buy |
908,329
+219,807
| +32% | +$44.1M | 0.07% | 226 |
|
|
2022
Q1 | $208M | Sell |
688,522
-61,760
| -8% | -$18.6M | 0.07% | 218 |
|
|
2021
Q4 | $270M | Buy |
750,282
+489,416
| +188% | +$176M | 0.08% | 188 |
|
|
2021
Q3 | $259M | Buy |
260,866
+18,434
| +8% | +$18.3M | 0.08% | 189 |
|
|
2021
Q2 | $223M | Sell |
242,432
-35,005
| -13% | -$32.2M | 0.07% | 211 |
|
|
2021
Q1 | $205M | Buy |
277,437
+35,048
| +14% | +$25.9M | 0.07% | 217 |
|
|
2020
Q4 | $198M | Buy |
242,389
+33,346
| +16% | +$27.3M | 0.07% | 206 |
|
|
2020
Q3 | $148M | Sell |
209,043
-27,055
| -11% | -$19.2M | 0.06% | 235 |
|
|
2020
Q2 | $135M | Buy |
236,098
+74,390
| +46% | +$42.4M | 0.06% | 242 |
|
|
2020
Q1 | $80.1M | Sell |
161,708
-72,838
| -31% | -$36.1M | 0.04% | 314 |
|
|
2019
Q4 | $139M | Buy |
234,546
+8,688
| +4% | +$5.14M | 0.05% | 275 |
|
|
2019
Q3 | $122M | Sell |
225,858
-33,370
| -13% | -$18M | 0.05% | 290 |
|
|
2019
Q2 | $136M | Sell |
259,228
-18,663
| -7% | -$9.79M | 0.05% | 261 |
|
|
2019
Q1 | $159M | Buy |
277,891
+46,063
| +20% | +$26.3M | 0.07% | 224 |
|
|
2018
Q4 | $111M | Sell |
231,828
-11,535
| -5% | -$5.52M | 0.05% | 264 |
|
|
2018
Q3 | $140M | Buy |
243,363
+1,025
| +0.4% | +$588K | 0.06% | 246 |
|
|
2018
Q2 | $116M | Sell |
242,338
-45,567
| -16% | -$21.8M | 0.05% | 284 |
|
|
2018
Q1 | $119M | Buy |
287,905
+57,898
| +25% | +$23.9M | 0.05% | 259 |
|
|
2017
Q4 | $83.9M | Buy |
230,007
+169,701
| +281% | +$61.9M | 0.03% | 347 |
|
|
2017
Q3 | $63.1M | Sell |
60,306
-9,744
| -14% | -$10.2M | 0.03% | 392 |
|
|
2017
Q2 | $65.5M | Buy |
70,050
+3,085
| +5% | +$2.89M | 0.03% | 380 |
|
|
2017
Q1 | $51.3M | Sell |
66,965
-9,014
| -12% | -$6.91M | 0.03% | 431 |
|
|
2016
Q4 | $48.2M | Buy |
75,979
+5,295
| +7% | +$3.36M | 0.03% | 432 |
|
|
2016
Q3 | $51.2M | Buy |
70,684
+12,017
| +20% | +$8.71M | 0.03% | 401 |
|
|
2016
Q2 | $38.8M | Sell |
58,667
-12,657
| -18% | -$8.37M | 0.02% | 461 |
|
|
2016
Q1 | $42.9M | Buy |
71,324
+20,547
| +40% | +$12.3M | 0.03% | 432 |
|
|
2015
Q4 | $27.7M | Buy |
50,777
+10,348
| +26% | +$5.65M | 0.02% | 606 |
|
|
2015
Q3 | $18.6M | Sell |
40,429
-13,839
| -26% | -$6.36M | 0.01% | 735 |
|
|
2015
Q2 | $26.3M | Buy |
54,268
+414
| +0.8% | +$201K | 0.02% | 634 |
|
|
2015
Q1 | $27.2M | Sell |
53,854
-7,976
| -13% | -$4.03M | 0.02% | 635 |
|
|
2014
Q4 | $32.7M | Buy |
+61,830
| New | +$32.7M | 0.02% | 560 |
|