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Great Valley Advisor Group’s Intuitive Surgical ISRG Stock Holding History

Great Valley Advisor Group’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 		$1.11M Sell
2,409
-205
-8% -$104K 0.02% 493
2025
Q4 		$1.48M Sell
2,614
-23
-0.9% -$12.2K 0.03% 410
2025
Q3 		$1.18M Sell
2,637
-862
-25% -$414K 0.02% 443
2025
Q2 		$1.9M Buy
3,499
+561
+19% +$293K 0.04% 325
2025
Q1 		$1.45M Buy
2,938
+217
+8% +$120K 0.03% 372
2024
Q4 		$1.42M Buy
2,721
+178
+7% +$92.7K 0.03% 376
2024
Q3 		$1.25M Buy
2,543
+66
+3% +$30.7K 0.03% 392
2024
Q2 		$1.1M Buy
2,477
+189
+8% +$75.3K 0.03% 369
2024
Q1 		$913K Buy
2,288
+359
+19% +$136K 0.03% 381
2023
Q4 		$651K Buy
1,929
+214
+12% +$63.8K 0.02% 404
2023
Q3 		$501K Buy
1,715
+125
+8% +$39K 0.02% 434
2023
Q2 		$544K Sell
1,590
-575
-27% -$174K 0.02% 420
2023
Q1 		$553K Sell
2,165
-204
-9% -$50.3K 0.03% 418
2022
Q4 		$629K Sell
2,369
-462
-16% -$113K 0.03% 399
2022
Q3 		$531K Sell
2,831
-2,442
-46% -$524K 0.03% 409
2022
Q2 		$1.06M Buy
5,273
+4,513
+594% +$1.06M 0.06% 295
2022
Q1 		$246K Buy
760
+193
+34% +$56.4K 0.01% 527
2021
Q4 		$266K Sell
567
-270
-32% -$92.9K 0.02% 515
2021
Q3 		$277K Buy
+837
New +$281K 0.02% 483

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

Great Valley Advisor Group's ISRG Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Intuitive Surgical (ISRG) stake by 7.8% in Q1 2026, selling an estimated $104K and leaving 2,409 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #493.

Great Valley Advisor Group first reported a position in ISRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Great Valley Advisor Group held 2,409 shares of Intuitive Surgical worth $1.11M as of Q1 2026.
  • Great Valley Advisor Group sold 205 Intuitive Surgical shares in Q1 2026, an estimated $104K.
  • Intuitive Surgical made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #493 holding.
  • Great Valley Advisor Group first reported a position in Intuitive Surgical in Q3 2021 and has held it in 19 quarters since.
  • Great Valley Advisor Group's Intuitive Surgical position peaked at $1.9M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.