Cetera Investment Advisers
ISRG icon

Cetera Investment Advisers’s Intuitive Surgical ISRG Stock Holding History

Cetera Investment Advisers’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cetera Investment Advisers's ISRG Position: Q1 2026 in Review

Cetera Investment Advisers increased its Intuitive Surgical (ISRG) stake by 2.8% in Q1 2026, buying an estimated $1.64M and bringing the position to 120,628 shares worth $55.6M. The position accounts for 0.06% of the portfolio, ranked #340.

Cetera Investment Advisers first reported a position in ISRG in Q2 2018 and has held it in 29 quarters since. The position peaked at $66.5M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Cetera Investment Advisers held 120,628 shares of Intuitive Surgical worth $55.6M as of Q1 2026.
  • Cetera Investment Advisers bought 3,236 Intuitive Surgical shares in Q1 2026, an estimated $1.64M.
  • Intuitive Surgical made up 0.06% of Cetera Investment Advisers's portfolio in Q1 2026, its #340 holding.
  • Cetera Investment Advisers first reported a position in Intuitive Surgical in Q2 2018 and has held it in 29 quarters since.
  • Cetera Investment Advisers's Intuitive Surgical position peaked at $66.5M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.