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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
Q2 		$763K Sell
1,919
-490
-20% -$214K 0.01% 602
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Great Valley Advisor Group's ISRG Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Intuitive Surgical (ISRG) stake by 20% in Q2 2026, selling an estimated $214K and leaving 1,919 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #602.

Great Valley Advisor Group first reported a position in ISRG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.9M in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Great Valley Advisor Group held 1,919 shares of Intuitive Surgical worth $763K as of Q2 2026.
  • Great Valley Advisor Group sold 490 Intuitive Surgical shares in Q2 2026, an estimated $214K.
  • Intuitive Surgical made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #602 holding.
  • Great Valley Advisor Group first reported a position in Intuitive Surgical in Q3 2021 and has held it in 20 quarters since.
  • Great Valley Advisor Group's Intuitive Surgical position peaked at $1.9M in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.