Ameritas Advisory Services’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
$702K Sell
1,765
-1,537
-47% -$671K 0.01% 677
2026
Q1
$1.52M Sell
3,302
-57
-2% -$28.8K 0.06% 276
2025
Q4
$1.9M Buy
3,359
+2,607
+347% +$1.39M 0.07% 233
2025
Q3
$336K Sell
752
-392
-34% -$188K 0.02% 488
2025
Q2
$622K Sell
1,144
-580
-34% -$303K 0.03% 451
2025
Q1
$878K Buy
1,724
+96
+6% +$53.1K 0.04% 437
2024
Q4
$850K Buy
1,628
+324
+25% +$169K 0.03% 462
2024
Q3
$641K Sell
1,304
-608
-32% -$283K 0.03% 486
2024
Q2
$851K Buy
1,912
+684
+56% +$272K 0.03% 450
2024
Q1
$466K Sell
1,228
-628
-34% -$237K 0.02% 571
2023
Q4
$675K Buy
1,856
+60
+3% +$17.9K 0.04% 364
2023
Q3
$507K Buy
1,796
+1,007
+128% +$314K 0.03% 498
2023
Q2
$261K Sell
789
-751
-49% -$227K 0.03% 442
2023
Q1
$426K Sell
1,540
-763
-33% -$188K 0.02% 528
2022
Q4
$611K Buy
2,303
+336
+17% +$81.9K 0.03% 477
2022
Q3
$369K Buy
1,967
+136
+7% +$29.2K 0.02% 519
2022
Q2
$368K Buy
1,831
+48
+3% +$11.3K 0.02% 548
2022
Q1
$538K Buy
1,783
+156
+10% +$45.6K 0.02% 484
2021
Q4
$585K Buy
+1,627
New +$560K 0.02% 458

Other funds holding ISRG

Ameritas Advisory Services's ISRG Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Intuitive Surgical (ISRG) stake by 47% in Q2 2026, selling an estimated $671K and leaving 1,765 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #677.

Ameritas Advisory Services first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ameritas Advisory Services held 1,765 shares of Intuitive Surgical worth $702K as of Q2 2026.
  • Ameritas Advisory Services sold 1,537 Intuitive Surgical shares in Q2 2026, an estimated $671K.
  • Intuitive Surgical made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #677 holding.
  • Ameritas Advisory Services first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Intuitive Surgical position peaked at $1.9M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.