Vanguard Personalized Indexing 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.9M | Buy |
60,540
+639
| +1% | +$323K | 0.27% | 57 |
|
|
2025
Q4 | $33.9M | Buy |
59,901
+6,190
| +12% | +$3.3M | 0.33% | 42 |
|
|
2025
Q3 | $24M | Sell |
53,711
-3,766
| -7% | -$1.81M | 0.25% | 60 |
|
|
2025
Q2 | $31.2M | Buy |
57,477
+9,674
| +20% | +$5.06M | 0.35% | 36 |
|
|
2025
Q1 | $23.7M | Buy |
47,803
+1,649
| +4% | +$912K | 0.35% | 36 |
|
|
2024
Q4 | $24.1M | Buy |
46,154
+2,009
| +5% | +$1.05M | 0.36% | 32 |
|
|
2024
Q3 | $21.7M | Buy |
44,145
+5,670
| +15% | +$2.64M | 0.35% | 37 |
|
|
2024
Q2 | $17.1M | Buy |
38,475
+5,726
| +17% | +$2.28M | 0.33% | 40 |
|
|
2024
Q1 | $13.1M | Buy |
32,749
+3,019
| +10% | +$1.14M | 0.28% | 56 |
|
|
2023
Q4 | $10M | Buy |
29,730
+5,101
| +21% | +$1.52M | 0.26% | 56 |
|
|
2023
Q3 | $7.2M | Buy |
24,629
+1,201
| +5% | +$375K | 0.22% | 75 |
|
|
2023
Q2 | $8.01M | Buy |
23,428
+1,985
| +9% | +$601K | 0.25% | 62 |
|
|
2023
Q1 | $5.48M | Sell |
21,443
-494
| -2% | -$122K | 0.19% | 97 |
|
|
2022
Q4 | $5.82M | Sell |
21,937
-75
| -0.3% | -$18.3K | 0.24% | 71 |
|
|
2022
Q3 | $4.13M | Buy |
22,012
+1,330
| +6% | +$286K | 0.19% | 96 |
|
|
2022
Q2 | $4.15M | Buy |
20,682
+6,601
| +47% | +$1.55M | 0.19% | 89 |
|
|
2022
Q1 | $4.25M | Buy |
14,081
+2,501
| +22% | +$731K | 0.21% | 78 |
|
|
2021
Q4 | $4.16M | Buy |
11,580
+3,540
| +44% | +$1.22M | 0.25% | 69 |
|
|
2021
Q3 | $2.66M | Buy |
8,040
+1,014
| +14% | +$341K | 0.24% | 75 |
|
|
2021
Q2 | $2.15M | Buy |
7,026
+2,499
| +55% | +$701K | 0.23% | 86 |
|
|
2021
Q1 | $1.11M | Hold |
4,527
| – | – | 0.17% | 127 |
|
|
2020
Q4 | $1.24M | Buy |
4,527
+630
| +16% | +$156K | 0.27% | 81 |
|
|
2020
Q3 | $922K | Buy |
3,897
+291
| +8% | +$65.3K | 0.26% | 84 |
|
|
2020
Q2 | $685K | Buy |
3,606
+678
| +23% | +$122K | 0.31% | 75 |
|
|
2020
Q1 | $483K | Buy |
+2,928
| New | +$536K | 0.28% | 98 |
|
Other funds holding ISRG
VCM
VPM