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B. Riley Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

B. Riley Wealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Sell
6,121
-96
-2% -$41.9K 0.13% 155
2026
Q1 		$2.82M Sell
6,217
-764
-11% -$387K 0.18% 127
2025
Q4 		$3.95M Buy
6,981
+485
+7% +$258K 0.18% 122
2025
Q3 		$2.91M Buy
6,496
+150
+2% +$72K 0.13% 155
2025
Q2 		$3.45M Buy
+6,346
New +$3.32M 0.16% 132
2024
Q4 		$1.7M Sell
3,265
-612
-16% -$319K 0.06% 309
2024
Q3 		$1.89M Sell
3,877
-1,793
-32% -$835K 0.05% 327
2024
Q2 		$2.52M Sell
5,670
-1,796
-24% -$715K 0.06% 290
2024
Q1 		$2.18M Buy
7,466
+1,545
+26% +$584K 0.06% 323
2023
Q4 		$2M Sell
5,921
-1,545
-21% -$461K 0.05% 359
2023
Q3 		$2.18M Buy
7,466
+659
+10% +$206K 0.06% 323
2023
Q2 		$2.33M Sell
6,807
-162
-2% -$49K 0.05% 328
2023
Q1 		$1.78M Sell
6,969
-976
-12% -$240K 0.05% 377
2022
Q4 		$2.11M Sell
7,945
-451
-5% -$110K 0.06% 322
2022
Q3 		$1.57M Buy
8,396
+749
+10% +$161K 0.05% 367
2022
Q2 		$1.54M Sell
7,647
-395
-5% -$92.7K 0.06% 302
2022
Q1 		$2.43M Buy
8,042
+352
+5% +$103K 0.08% 259
2021
Q4 		$2.76M Buy
7,690
+1,795
+30% +$618K 0.08% 272
2021
Q3 		$1.95M Buy
5,895
+672
+13% +$226K 0.06% 338
2021
Q2 		$1.6M Sell
5,223
-1,353
-21% -$380K 0.05% 391
2021
Q1 		$1.62M Buy
6,576
+3,330
+103% +$838K 0.06% 358
2020
Q4 		$886K Sell
3,246
-642
-17% -$159K 0.05% 363
2020
Q3 		$874K Buy
3,888
+1,011
+35% +$227K 0.05% 344
2020
Q2 		$547K Buy
2,877
+72
+3% +$12.9K 0.04% 429
2020
Q1 		$464K Sell
2,805
-1,233
-31% -$226K 0.04% 408
2019
Q4 		$795K Sell
4,038
-117
-3% -$21.9K 0.07% 283
2019
Q3 		$748K Sell
4,155
-273
-6% -$47.2K 0.07% 281
2019
Q2 		$776K Sell
4,428
-378
-8% -$64.8K 0.09% 247
2019
Q1 		$912K Buy
4,806
+264
+6% +$46.9K 0.11% 201
2018
Q4 		$725K Sell
4,542
-966
-18% -$164K 0.1% 213
2018
Q3 		$1.05M Buy
5,508
+450
+9% +$79.9K 0.13% 184
2018
Q2 		$807K Buy
5,058
+1,242
+33% +$189K 0.11% 208
2018
Q1 		$527K Buy
3,816
+1,542
+68% +$215K 0.07% 296
2017
Q4 		$277K Buy
+2,274
New +$285K 0.04% 481
2015
Q1 		– Sell
-279
Closed -$17 – 1264
2014
Q4 		$17 Buy
+279
New +$15.5K ﹤0.01% 2633
2014
Q3 		– Sell
-9
Closed -$305 – 1262
2014
Q2 		$305 Buy
+9
New +$397 ﹤0.01% 2387

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

B. Riley Wealth Advisors's ISRG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 1.5% in Q2 2026, selling an estimated $41.9K and leaving 6,121 shares worth $2.49M. The position accounts for 0.13% of the portfolio, ranked #155.

B. Riley Wealth Advisors first reported a position in ISRG in Q2 2014 and has held it in 36 quarters since. The position peaked at $3.95M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • B. Riley Wealth Advisors held 6,121 shares of Intuitive Surgical worth $2.49M as of Q2 2026.
  • B. Riley Wealth Advisors sold 96 Intuitive Surgical shares in Q2 2026, an estimated $41.9K.
  • Intuitive Surgical made up 0.13% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • B. Riley Wealth Advisors first reported a position in Intuitive Surgical in Q2 2014 and has held it in 36 quarters since.
  • B. Riley Wealth Advisors's Intuitive Surgical position peaked at $3.95M in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.