Diversify 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
$9.22M Buy
+25,839
New +$11.3M 0.15% 141
2026
Q1
Sell
-11,744
Closed -$6.28M 543
2025
Q4
$6.28M Buy
11,744
+291
+3% +$155K 0.2% 85
2025
Q3
$6.23M Buy
11,453
+705
+7% +$338K 0.21% 83
2025
Q2
$5.14M Sell
10,748
-724
-6% -$379K 0.2% 85
2025
Q1
$5.91M Buy
11,472
+4,245
+59% +$2.35M 0.37% 47
2024
Q4
$3.96M Buy
7,227
+2,151
+42% +$1.12M 0.22% 69
2024
Q3
$2.63M Sell
5,076
-1,002
-16% -$466K 0.14% 128
2024
Q2
$2.69M Sell
6,078
-1,169
-16% -$466K 0.15% 124
2024
Q1
$2.86M Buy
+7,247
New +$2.74M 0.17% 129

Other funds holding ISRG

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

Diversify Advisory Services opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 25,839 shares worth $9.22M. The stake represents 0.15% of the portfolio and ranks #141 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ISRG as recently as Q4 2025.

Diversify Advisory Services first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Diversify Advisory Services held 25,839 shares of Intuitive Surgical worth $9.22M as of Q2 2026.
  • Intuitive Surgical was a new Diversify Advisory Services position in Q2 2026.
  • Intuitive Surgical made up 0.15% of Diversify Advisory Services's portfolio in Q2 2026, its #141 holding.
  • Diversify Advisory Services first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.