AE Wealth 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 | $6.4M | Sell |
16,101
-4,943
| -23% | -$2.16M | 0.03% | 386 |
|
|
2026
Q1 | $9.7M | Buy |
21,044
+4,164
| +25% | +$2.11M | 0.05% | 297 |
|
|
2025
Q4 | $9.56M | Buy |
16,880
+5,324
| +46% | +$2.83M | 0.05% | 292 |
|
|
2025
Q3 | $5.17M | Buy |
11,556
+1,836
| +19% | +$881K | 0.03% | 356 |
|
|
2025
Q2 | $5.28M | Buy |
9,720
+1,313
| +16% | +$687K | 0.04% | 341 |
|
|
2025
Q1 | $4.16M | Buy |
8,407
+2,066
| +33% | +$1.14M | 0.04% | 375 |
|
|
2024
Q4 | $3.31M | Buy |
6,341
+640
| +11% | +$333K | 0.03% | 425 |
|
|
2024
Q3 | $2.8M | Buy |
5,701
+1,879
| +49% | +$875K | 0.03% | 449 |
|
|
2024
Q2 | $1.7M | Buy |
3,822
+752
| +24% | +$300K | 0.02% | 560 |
|
|
2024
Q1 | $1.23M | Sell |
3,070
-27,983
| -90% | -$10.6M | 0.01% | 613 |
|
|
2023
Q4 | $11.6M | Sell |
31,053
-2,175
| -7% | -$648K | 0.06% | 361 |
|
|
2023
Q3 | $9.71M | Buy |
33,228
+2,259
| +7% | +$705K | 0.06% | 386 |
|
|
2023
Q2 | $10.6M | Buy |
30,969
+3,944
| +15% | +$1.19M | 0.06% | 354 |
|
|
2023
Q1 | $6.9M | Buy |
27,025
+17,618
| +187% | +$4.34M | 0.04% | 432 |
|
|
2022
Q4 | $2.5M | Sell |
9,407
-16,043
| -63% | -$3.91M | 0.02% | 672 |
|
|
2022
Q3 | $4.77M | Buy |
25,450
+17,712
| +229% | +$3.8M | 0.04% | 437 |
|
|
2022
Q2 | $1.55M | Buy |
7,738
+603
| +8% | +$141K | 0.01% | 749 |
|
|
2022
Q1 | $2.15M | Buy |
7,135
+637
| +10% | +$186K | 0.01% | 686 |
|
|
2021
Q4 | $2.33M | Sell |
6,498
-339
| -5% | -$117K | 0.02% | 650 |
|
|
2021
Q3 | $2.27M | Buy |
6,837
+1,065
| +18% | +$358K | 0.02% | 609 |
|
|
2021
Q2 | $1.77M | Buy |
5,772
+1,290
| +29% | +$362K | 0.02% | 676 |
|
|
2021
Q1 | $1.1M | Buy |
4,482
+507
| +13% | +$128K | 0.01% | 737 |
|
|
2020
Q4 | $1.08M | Sell |
3,975
-8,418
| -68% | -$2.09M | 0.01% | 689 |
|
|
2020
Q3 | $2.93M | Buy |
12,393
+9,132
| +280% | +$2.05M | 0.04% | 335 |
|
|
2020
Q2 | $619K | Buy |
3,261
+1,035
| +46% | +$186K | 0.01% | 783 |
|
|
2020
Q1 | $367K | Sell |
2,226
-2,367
| -52% | -$434K | 0.01% | 803 |
|
|
2019
Q4 | $905K | Buy |
4,593
+663
| +17% | +$124K | 0.02% | 552 |
|
|
2019
Q3 | $707K | Buy |
3,930
+276
| +8% | +$47.7K | 0.02% | 527 |
|
|
2019
Q2 | $639K | Buy |
+3,654
| New | +$626K | 0.02% | 520 |
|
|
2018
Q4 | – | Sell |
-1,203
| Closed | -$230K | – | 540 |
|
|
2018
Q3 | $230K | Buy |
+1,203
| New | +$214K | 0.01% | 523 |
|
Other funds holding ISRG
AE Wealth Management's ISRG Position: Q2 2026 in Review
AE Wealth Management reduced its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, selling an estimated $2.16M and leaving 16,101 shares worth $6.4M. The position accounts for 0.03% of the portfolio, ranked #386.
AE Wealth Management first reported a position in ISRG in Q3 2018 and has held it in 30 quarters since. The position peaked at $11.6M in Q4 2023. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- AE Wealth Management held 16,101 shares of Intuitive Surgical worth $6.4M as of Q2 2026.
- AE Wealth Management sold 4,943 Intuitive Surgical shares in Q2 2026, an estimated $2.16M.
- Intuitive Surgical made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #386 holding.
- AE Wealth Management first reported a position in Intuitive Surgical in Q3 2018 and has held it in 30 quarters since.
- AE Wealth Management's Intuitive Surgical position peaked at $11.6M in Q4 2023.
- 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.