DA
ISRG icon

Doliver Advisors’s Intuitive Surgical ISRG Stock Holding History

Doliver 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 		$1.07M Buy
2,699
+503
+23% +$220K 0.24% 66
2026
Q1 		$1.01M Sell
2,196
-165
-7% -$83.5K 0.23% 70
2025
Q4 		$1.34M Buy
2,361
+171
+8% +$91K 0.33% 57
2025
Q3 		$979K Buy
2,190
+33
+2% +$15.8K 0.25% 75
2025
Q2 		$1.17M Sell
2,157
-1,153
-35% -$603K 0.32% 55
2025
Q1 		$1.64M Sell
3,310
-166
-5% -$91.8K 0.46% 33
2024
Q4 		$1.81M Sell
3,476
-58
-2% -$30.2K 0.5% 31
2024
Q3 		$1.74M Sell
3,534
-261
-7% -$122K 0.48% 33
2024
Q2 		$1.69M Sell
3,795
-37
-1% -$14.7K 0.47% 32
2024
Q1 		$1.53M Sell
3,832
-476
-11% -$180K 0.43% 37
2023
Q4 		$1.45M Buy
4,308
+30
+0.7% +$8.94K 0.45% 42
2023
Q3 		$1.25M Buy
4,278
+80
+2% +$25K 0.38% 44
2023
Q2 		$1.44M Buy
4,198
+656
+19% +$198K 0.44% 36
2023
Q1 		$905K Sell
3,542
-615
-15% -$152K 0.28% 59
2022
Q4 		$1.1M Sell
4,157
-29
-0.7% -$7.07K 0.36% 45
2022
Q3 		$785K Sell
4,186
-2,719
-39% -$584K 0.29% 58
2022
Q2 		$1.39M Buy
6,905
+39
+0.6% +$9.15K 0.49% 32
2022
Q1 		$2.07M Sell
6,866
-155
-2% -$45.3K 0.65% 24
2021
Q4 		$2.01M Sell
7,021
-857
-11% -$295K 0.63% 22
2021
Q3 		$2.61M Sell
7,878
-1,431
-15% -$481K 0.88% 14
2021
Q2 		$2.85M Sell
9,309
-279
-3% -$78.3K 0.95% 15
2021
Q1 		$2.36M Buy
9,588
+516
+6% +$130K 0.88% 17
2020
Q4 		$2.47M Buy
9,072
+555
+7% +$138K 1.09% 13
2020
Q3 		$2.01M Sell
8,517
-6,453
-43% -$1.45M 1.02% 12
2020
Q2 		$2.84M Buy
14,970
+510
+4% +$91.4K 1.27% 13
2020
Q1 		$2.49M Sell
14,460
-831
-5% -$152K 1.23% 14
2019
Q4 		$3.01M Buy
15,291
+4,038
+36% +$756K 1.19% 9
2019
Q3 		$1.98M Buy
11,253
+699
+7% +$121K 0.8% 16
2019
Q2 		$1.84M Buy
10,554
+2,265
+27% +$388K 0.73% 17
2019
Q1 		$1.58M Buy
8,289
+2,685
+48% +$477K 0.64% 18
2018
Q4 		$895K Buy
+5,604
New +$950K 0.44% 24

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Doliver Advisors's ISRG Position: Q2 2026 in Review

Doliver Advisors increased its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, buying an estimated $220K and bringing the position to 2,699 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #66.

Doliver Advisors first reported a position in ISRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.01M in Q4 2019. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Doliver Advisors held 2,699 shares of Intuitive Surgical worth $1.07M as of Q2 2026.
  • Doliver Advisors bought 503 Intuitive Surgical shares in Q2 2026, an estimated $220K.
  • Intuitive Surgical made up 0.24% of Doliver Advisors's portfolio in Q2 2026, its #66 holding.
  • Doliver Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 31 quarters since.
  • Doliver Advisors's Intuitive Surgical position peaked at $3.01M in Q4 2019.
  • 955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.