Cetera Investment Advisers’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 | $45.9M | Sell |
115,349
-5,279
| -4% | -$2.31M | 0.04% | 434 |
|
|
2026
Q1 | $55.6M | Buy |
120,628
+3,236
| +3% | +$1.64M | 0.06% | 340 |
|
|
2025
Q4 | $66.5M | Buy |
117,392
+9,628
| +9% | +$5.13M | 0.07% | 261 |
|
|
2025
Q3 | $48.2M | Buy |
107,764
+33,266
| +45% | +$16M | 0.06% | 332 |
|
|
2025
Q2 | $40.5M | Sell |
74,498
-2,804
| -4% | -$1.47M | 0.07% | 290 |
|
|
2025
Q1 | $38.3M | Buy |
77,302
+10,100
| +15% | +$5.59M | 0.07% | 278 |
|
|
2024
Q4 | $35.1M | Buy |
67,202
+3,440
| +5% | +$1.79M | 0.07% | 273 |
|
|
2024
Q3 | $31.3M | Sell |
63,762
-1,262
| -2% | -$588K | 0.07% | 295 |
|
|
2024
Q2 | $28.9M | Sell |
65,024
-2,595
| -4% | -$1.03M | 0.07% | 292 |
|
|
2024
Q1 | $27M | Buy |
67,619
+44,370
| +191% | +$16.8M | 0.06% | 300 |
|
|
2023
Q4 | $7.84M | Buy |
23,249
+886
| +4% | +$264K | 0.06% | 291 |
|
|
2023
Q3 | $6.54M | Buy |
22,363
+288
| +1% | +$89.9K | 0.06% | 333 |
|
|
2023
Q2 | $7.55M | Buy |
22,075
+670
| +3% | +$203K | 0.06% | 287 |
|
|
2023
Q1 | $5.47M | Sell |
21,405
-1,570
| -7% | -$387K | 0.05% | 366 |
|
|
2022
Q4 | $6.1M | Buy |
22,975
+10,714
| +87% | +$2.61M | 0.06% | 325 |
|
|
2022
Q3 | $2.3M | Buy |
12,261
+211
| +2% | +$45.3K | 0.05% | 414 |
|
|
2022
Q2 | $2.42M | Sell |
12,050
-86
| -0.7% | -$20.2K | 0.04% | 463 |
|
|
2022
Q1 | $3.66M | Sell |
12,136
-790
| -6% | -$231K | 0.05% | 364 |
|
|
2021
Q4 | $4.64M | Buy |
12,926
+233
| +2% | +$80.2K | 0.07% | 295 |
|
|
2021
Q3 | $4.21M | Sell |
12,693
-309
| -2% | -$104K | 0.07% | 299 |
|
|
2021
Q2 | $3.99M | Buy |
13,002
+6,213
| +92% | +$1.74M | 0.06% | 319 |
|
|
2021
Q1 | $1.67M | Sell |
6,789
-6,495
| -49% | -$1.63M | 0.03% | 475 |
|
|
2020
Q4 | $3.62M | Buy |
13,284
+11,523
| +654% | +$2.86M | 0.07% | 291 |
|
|
2020
Q3 | $417K | Sell |
1,761
-645
| -27% | -$145K | 0.03% | 420 |
|
|
2020
Q2 | $457K | Buy |
2,406
+60
| +3% | +$10.8K | 0.04% | 374 |
|
|
2020
Q1 | $387K | Buy |
+2,346
| New | +$430K | 0.05% | 350 |
|
|
2019
Q3 | – | Sell |
-1,368
| Closed | -$239K | – | 556 |
|
|
2019
Q2 | $239K | Sell |
1,368
-564
| -29% | -$96.6K | 0.03% | 440 |
|
|
2019
Q1 | $370K | Buy |
+1,932
| New | +$343K | 0.05% | 330 |
|
|
2018
Q4 | – | Sell |
-1,305
| Closed | -$250K | – | 484 |
|
|
2018
Q3 | $250K | Sell |
1,305
-102
| -7% | -$18.1K | 0.04% | 408 |
|
|
2018
Q2 | $223K | Buy |
+1,407
| New | +$215K | 0.04% | 376 |
|
Other funds holding ISRG
Cetera Investment Advisers's ISRG Position: Q2 2026 in Review
Cetera Investment Advisers reduced its Intuitive Surgical (ISRG) stake by 4.4% in Q2 2026, selling an estimated $2.31M and leaving 115,349 shares worth $45.9M. The position accounts for 0.04% of the portfolio, ranked #434.
Cetera Investment Advisers first reported a position in ISRG in Q2 2018 and has held it in 30 quarters since. The position peaked at $66.5M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Cetera Investment Advisers held 115,349 shares of Intuitive Surgical worth $45.9M as of Q2 2026.
- Cetera Investment Advisers sold 5,279 Intuitive Surgical shares in Q2 2026, an estimated $2.31M.
- Intuitive Surgical made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #434 holding.
- Cetera Investment Advisers first reported a position in Intuitive Surgical in Q2 2018 and has held it in 30 quarters since.
- Cetera Investment Advisers's Intuitive Surgical position peaked at $66.5M in Q4 2025.
- 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.