WMS Partners’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
Q1 | – | Sell |
-1,227
| Closed | -$640K | – | 133 |
|
|
2024
Q4 | $640K | Buy |
1,227
+769
| +168% | +$401K | 0.04% | 155 |
|
|
2024
Q3 | $225K | Sell |
458
-208
| -31% | -$96.8K | 0.01% | 263 |
|
|
2024
Q2 | $296K | Sell |
666
-36
| -5% | -$14.3K | 0.02% | 202 |
|
|
2024
Q1 | $280K | Sell |
702
-261
| -27% | -$98.6K | 0.02% | 219 |
|
|
2023
Q4 | $325K | Buy |
+963
| New | +$287K | 0.02% | 200 |
|
|
2023
Q3 | – | Sell |
-984
| Closed | -$336K | – | 269 |
|
|
2023
Q2 | $336K | Buy |
984
+3
| +0.3% | +$908 | 0.03% | 200 |
|
|
2023
Q1 | $251K | Sell |
981
-116
| -11% | -$28.6K | 0.02% | 234 |
|
|
2022
Q4 | $291K | Sell |
1,097
-38
| -3% | -$9.27K | 0.03% | 209 |
|
|
2022
Q3 | $213K | Buy |
1,135
+27
| +2% | +$5.8K | 0.03% | 223 |
|
|
2022
Q2 | $222K | Sell |
1,108
-110
| -9% | -$25.8K | 0.03% | 216 |
|
|
2022
Q1 | $367K | Sell |
1,218
-3,410
| -74% | -$996K | 0.05% | 166 |
|
|
2021
Q4 | $1.66M | Buy |
4,628
+1,253
| +37% | +$431K | 0.35% | 50 |
|
|
2021
Q3 | $1.12M | Buy |
3,375
+786
| +30% | +$264K | 0.16% | 77 |
|
|
2021
Q2 | $794K | Hold |
2,589
| – | – | 0.12% | 94 |
|
|
2021
Q1 | $638K | Hold |
2,589
| – | – | 0.15% | 100 |
|
|
2020
Q4 | $706K | Buy |
2,589
+120
| +5% | +$29.8K | 0.12% | 93 |
|
|
2020
Q3 | $584K | Buy |
2,469
+21
| +0.9% | +$4.71K | 0.11% | 97 |
|
|
2020
Q2 | $465K | Sell |
2,448
-150
| -6% | -$26.9K | 0.1% | 115 |
|
|
2020
Q1 | $429K | Buy |
2,598
+414
| +19% | +$75.8K | 0.12% | 102 |
|
|
2019
Q4 | $430K | Hold |
2,184
| – | – | 0.1% | 140 |
|
|
2019
Q3 | $393K | Buy |
2,184
+135
| +7% | +$23.4K | 0.09% | 143 |
|
|
2019
Q2 | $358K | Buy |
2,049
+111
| +6% | +$19K | 0.09% | 144 |
|
|
2019
Q1 | $369K | Hold |
1,938
| – | – | 0.09% | 130 |
|
|
2018
Q4 | $309K | Sell |
1,938
-318
| -14% | -$53.9K | 0.09% | 135 |
|
|
2018
Q3 | $432K | Sell |
2,256
-129
| -5% | -$22.9K | 0.05% | 135 |
|
|
2018
Q2 | $380K | Buy |
2,385
+15
| +0.6% | +$2.29K | 0.04% | 141 |
|
|
2018
Q1 | $326K | Sell |
2,370
-900
| -28% | -$126K | 0.04% | 152 |
|
|
2017
Q4 | $398K | Buy |
+3,270
| New | +$409K | 0.04% | 153 |
|
|
2016
Q3 | – | Sell |
-6,120
| Closed | -$450K | – | 200 |
|
|
2016
Q2 | $450K | Buy |
+6,120
| New | +$431K | 0.06% | 120 |
|
|
2015
Q3 | – | Sell |
-38,106
| Closed | -$2.05M | – | 232 |
|
|
2015
Q2 | $2.05M | Buy |
38,106
+1,620
| +4% | +$90.6K | 0.24% | 85 |
|
|
2015
Q1 | $2.05M | Buy |
+36,486
| New | +$2.07M | 0.25% | 79 |
|
|
2014
Q4 | – | Sell |
-13,563
| Closed | -$696K | – | 230 |
|
|
2014
Q3 | $696K | Hold |
13,563
| – | – | 0.11% | 110 |
|
|
2014
Q2 | $621K | Buy |
13,563
+2,700
| +25% | +$119K | 0.1% | 119 |
|
|
2014
Q1 | $529K | Buy |
10,863
+630
| +6% | +$29.7K | 0.08% | 131 |
|
|
2013
Q4 | $437K | Buy |
+10,233
| New | +$431K | 0.07% | 140 |
|
|
2013
Q3 | – | Sell |
-7,056
| Closed | -$397K | – | 212 |
|
|
2013
Q2 | $397K | Buy |
+7,056
| New | +$389K | 0.07% | 133 |
|
Other funds holding ISRG
WMS Partners's ISRG Position: Q1 2025 in Review
WMS Partners sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 1,227 shares — an estimated $640K sold.
WMS Partners first reported a position in ISRG in Q2 2013 and held it in 36 quarters. The position peaked at $2.05M in Q2 2015. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.
- WMS Partners reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 1,227 Intuitive Surgical shares in Q1 2025, an estimated $640K.
- WMS Partners first reported a position in Intuitive Surgical in Q2 2013 and held it in 36 quarters.
- WMS Partners's Intuitive Surgical position peaked at $2.05M in Q2 2015.
- 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.