HBK Sorce Advisory’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
Q1 | $1.81M | Buy |
4,016
+49
| +1% | +$24.8K | 0.04% | 161 |
|
|
2025
Q4 | $1.94M | Buy |
3,967
+219
| +6% | +$117K | 0.04% | 157 |
|
|
2025
Q3 | $1.63M | Sell |
3,748
-106
| -3% | -$50.9K | 0.04% | 162 |
|
|
2025
Q2 | $2.09M | Buy |
3,854
+101
| +3% | +$52.8K | 0.06% | 133 |
|
|
2025
Q1 | $1.86M | Sell |
3,753
-83
| -2% | -$45.9K | 0.05% | 141 |
|
|
2024
Q4 | $2M | Buy |
3,836
+63
| +2% | +$32.8K | 0.06% | 133 |
|
|
2024
Q3 | $1.85M | Sell |
3,773
-995
| -21% | -$463K | 0.06% | 141 |
|
|
2024
Q2 | $2.12M | Sell |
4,768
-257
| -5% | -$102K | 0.07% | 129 |
|
|
2024
Q1 | $2.01M | Sell |
5,025
-321
| -6% | -$121K | 0.07% | 144 |
|
|
2023
Q4 | $1.8M | Buy |
5,346
+3
| +0.1% | +$894 | 0.07% | 150 |
|
|
2023
Q3 | $1.56M | Buy |
5,343
+7
| +0.1% | +$2.19K | 0.07% | 150 |
|
|
2023
Q2 | $1.82M | Sell |
5,336
-300
| -5% | -$90.8K | 0.08% | 148 |
|
|
2023
Q1 | $1.44M | Sell |
5,636
-450
| -7% | -$111K | 0.07% | 165 |
|
|
2022
Q4 | $1.61M | Buy |
6,086
+3,809
| +167% | +$929K | 0.04% | 210 |
|
|
2022
Q3 | $427K | Buy |
2,277
+318
| +16% | +$68.3K | 0.03% | 299 |
|
|
2022
Q2 | $393K | Sell |
1,959
-445
| -19% | -$104K | 0.03% | 278 |
|
|
2022
Q1 | $725K | Buy |
2,404
+351
| +17% | +$103K | 0.04% | 247 |
|
|
2021
Q4 | $738K | Buy |
2,053
+49
| +2% | +$16.9K | 0.04% | 267 |
|
|
2021
Q3 | $664K | Buy |
2,004
+36
| +2% | +$12.1K | 0.04% | 267 |
|
|
2021
Q2 | $603K | Sell |
1,968
-57
| -3% | -$16K | 0.03% | 293 |
|
|
2021
Q1 | $499K | Sell |
2,025
-12
| -0.6% | -$3.02K | 0.03% | 300 |
|
|
2020
Q4 | $555K | Buy |
2,037
+267
| +15% | +$66.3K | 0.03% | 263 |
|
|
2020
Q3 | $419K | Buy |
1,770
+357
| +25% | +$80.2K | 0.03% | 288 |
|
|
2020
Q2 | $268K | Buy |
1,413
+45
| +3% | +$8.07K | 0.02% | 349 |
|
|
2020
Q1 | $226K | Buy |
1,368
+348
| +34% | +$63.7K | 0.02% | 340 |
|
|
2019
Q4 | $201K | Buy |
+1,020
| New | +$191K | 0.02% | 414 |
|
|
2019
Q2 | – | Sell |
-2,574
| Closed | -$490K | – | 434 |
|
|
2019
Q1 | $490K | Buy |
2,574
+84
| +3% | +$14.9K | 0.05% | 249 |
|
|
2018
Q4 | $398K | Buy |
2,490
+147
| +6% | +$24.9K | 0.05% | 253 |
|
|
2018
Q3 | $448K | Buy |
2,343
+315
| +16% | +$55.9K | 0.05% | 237 |
|
|
2018
Q2 | $323K | Buy |
2,028
+117
| +6% | +$17.8K | 0.04% | 294 |
|
|
2018
Q1 | $263K | Sell |
1,911
-78
| -4% | -$10.9K | 0.03% | 313 |
|
|
2017
Q4 | $242K | Buy |
1,989
+45
| +2% | +$5.63K | 0.03% | 339 |
|
|
2017
Q3 | $226K | Buy |
+1,944
| New | +$212K | 0.03% | 284 |
|
Other funds holding ISRG
VCM
VPM
HBK Sorce Advisory's ISRG Position: Q1 2026 in Review
HBK Sorce Advisory increased its Intuitive Surgical (ISRG) stake by 1.2% in Q1 2026, buying an estimated $24.8K and bringing the position to 4,016 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #161.
HBK Sorce Advisory first reported a position in ISRG in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.12M in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- HBK Sorce Advisory held 4,016 shares of Intuitive Surgical worth $1.81M as of Q1 2026.
- HBK Sorce Advisory bought 49 Intuitive Surgical shares in Q1 2026, an estimated $24.8K.
- Intuitive Surgical made up 0.04% of HBK Sorce Advisory's portfolio in Q1 2026, its #161 holding.
- HBK Sorce Advisory first reported a position in Intuitive Surgical in Q3 2017 and has held it in 33 quarters since.
- HBK Sorce Advisory's Intuitive Surgical position peaked at $2.12M in Q2 2024.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.