Whitener Capital 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
Q2 | $2.42M | Sell |
6,090
-164
| -3% | -$71.6K | 0.51% | 43 |
|
|
2026
Q1 | $2.88M | Sell |
6,254
-95
| -1% | -$48.1K | 0.66% | 35 |
|
|
2025
Q4 | $3.6M | Buy |
6,349
+41
| +0.6% | +$21.8K | 0.82% | 28 |
|
|
2025
Q3 | $2.82M | Buy |
6,308
+190
| +3% | +$91.2K | 0.68% | 34 |
|
|
2025
Q2 | $3.32M | Buy |
6,118
+39
| +0.6% | +$20.4K | 0.88% | 28 |
|
|
2025
Q1 | $3.01M | Buy |
6,079
+808
| +15% | +$447K | 0.85% | 30 |
|
|
2024
Q4 | $2.75M | Hold |
5,271
| – | – | 0.77% | 30 |
|
|
2024
Q3 | $2.59M | Sell |
5,271
-163
| -3% | -$75.9K | 0.73% | 32 |
|
|
2024
Q2 | $2.42M | Buy |
5,434
+35
| +0.6% | +$13.9K | 0.73% | 33 |
|
|
2024
Q1 | $2.15M | Buy |
5,399
+180
| +3% | +$68K | 0.71% | 33 |
|
|
2023
Q4 | $1.76M | Sell |
5,219
-50
| -0.9% | -$14.9K | 0.64% | 36 |
|
|
2023
Q3 | $1.54M | Buy |
5,269
+30
| +0.6% | +$9.37K | 0.62% | 40 |
|
|
2023
Q2 | $1.79M | Sell |
5,239
-100
| -2% | -$30.3K | 0.69% | 35 |
|
|
2023
Q1 | $1.36M | Sell |
5,339
-30
| -0.6% | -$7.39K | 0.57% | 45 |
|
|
2022
Q4 | $1.42M | Buy |
5,369
+570
| +12% | +$139K | 0.62% | 42 |
|
|
2022
Q3 | $899K | Sell |
4,799
-322
| -6% | -$69.2K | 0.43% | 54 |
|
|
2022
Q2 | $1.03M | Sell |
5,121
-304
| -6% | -$71.3K | 0.46% | 50 |
|
|
2022
Q1 | $1.64M | Sell |
5,425
-23
| -0.4% | -$6.72K | 0.61% | 42 |
|
|
2021
Q4 | $1.96M | Buy |
5,448
+156
| +3% | +$53.7K | 0.7% | 37 |
|
|
2021
Q3 | $1.44M | Sell |
5,292
-36
| -0.7% | -$12.1K | 0.66% | 41 |
|
|
2021
Q2 | $1.63M | Buy |
5,328
+6
| +0.1% | +$1.68K | 0.65% | 41 |
|
|
2021
Q1 | $1.31M | Buy |
5,322
+30
| +0.6% | +$7.55K | 0.57% | 51 |
|
|
2020
Q4 | $1.44M | Sell |
5,292
-195
| -4% | -$48.4K | 0.66% | 41 |
|
|
2020
Q3 | $1.3M | Sell |
5,487
-450
| -8% | -$101K | 0.62% | 45 |
|
|
2020
Q2 | $1.13M | Buy |
5,937
+390
| +7% | +$69.9K | 0.59% | 47 |
|
|
2020
Q1 | $915K | Sell |
5,547
-576
| -9% | -$105K | 0.59% | 46 |
|
|
2019
Q4 | $1.21M | Buy |
6,123
+240
| +4% | +$44.9K | 0.63% | 45 |
|
|
2019
Q3 | $1.06M | Hold |
5,883
| – | – | 0.58% | 44 |
|
|
2019
Q2 | $1.03M | Buy |
5,883
+90
| +2% | +$15.4K | 0.58% | 44 |
|
|
2019
Q1 | $1.1M | Buy |
5,793
+300
| +5% | +$53.3K | 0.72% | 36 |
|
|
2018
Q4 | $876K | Buy |
5,493
+75
| +1% | +$12.7K | 0.65% | 42 |
|
|
2018
Q3 | $1.04M | Sell |
5,418
-300
| -5% | -$53.3K | 0.68% | 36 |
|
|
2018
Q2 | $911K | Sell |
5,718
-30
| -0.5% | -$4.58K | 0.72% | 38 |
|
|
2018
Q1 | $790K | Sell |
5,748
-15
| -0.3% | -$2.09K | 0.6% | 45 |
|
|
2017
Q4 | $701K | Buy |
+5,763
| New | +$721K | 0.6% | 48 |
|
Other funds holding ISRG
Whitener Capital Management's ISRG Position: Q2 2026 in Review
Whitener Capital Management reduced its Intuitive Surgical (ISRG) stake by 2.6% in Q2 2026, selling an estimated $71.6K and leaving 6,090 shares worth $2.42M. The position accounts for 0.51% of the portfolio, ranked #43.
Whitener Capital Management first reported a position in ISRG in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.6M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Whitener Capital Management held 6,090 shares of Intuitive Surgical worth $2.42M as of Q2 2026.
- Whitener Capital Management sold 164 Intuitive Surgical shares in Q2 2026, an estimated $71.6K.
- Intuitive Surgical made up 0.51% of Whitener Capital Management's portfolio in Q2 2026, its #43 holding.
- Whitener Capital Management first reported a position in Intuitive Surgical in Q4 2017 and has held it in 35 quarters since.
- Whitener Capital Management's Intuitive Surgical position peaked at $3.6M in Q4 2025.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.