HCR Wealth Advisors’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 | $858K | Buy |
2,158
+189
| +10% | +$82.6K | 0.08% | 123 |
|
|
2026
Q1 | $908K | Buy |
1,969
+418
| +27% | +$211K | 0.09% | 118 |
|
|
2025
Q4 | $878K | Sell |
1,551
-7
| -0.4% | -$3.73K | 0.09% | 118 |
|
|
2025
Q3 | $690K | Buy |
1,558
+301
| +24% | +$144K | 0.07% | 126 |
|
|
2025
Q2 | $683K | Buy |
1,257
+67
| +6% | +$35K | 0.08% | 121 |
|
|
2025
Q1 | $589K | Buy |
1,190
+119
| +11% | +$65.8K | 0.08% | 128 |
|
|
2024
Q4 | $559K | Buy |
1,071
+2
| +0.2% | +$1.04K | 0.07% | 130 |
|
|
2024
Q3 | $525K | Sell |
1,069
-1
| -0.1% | -$466 | 0.07% | 136 |
|
|
2024
Q2 | $476K | Buy |
1,070
+133
| +14% | +$53K | 0.07% | 133 |
|
|
2024
Q1 | $374K | Sell |
937
-105
| -10% | -$39.7K | 0.06% | 153 |
|
|
2023
Q4 | $352K | Buy |
1,042
+217
| +26% | +$64.7K | 0.06% | 145 |
|
|
2023
Q3 | $241K | Sell |
825
-449
| -35% | -$140K | 0.05% | 142 |
|
|
2023
Q2 | $436K | Sell |
1,274
-35
| -3% | -$10.6K | 0.08% | 119 |
|
|
2023
Q1 | $334K | Sell |
1,309
-57
| -4% | -$14K | 0.07% | 132 |
|
|
2022
Q4 | $362K | Sell |
1,366
-129
| -9% | -$31.5K | 0.08% | 128 |
|
|
2022
Q3 | $280K | Buy |
1,495
+124
| +9% | +$26.6K | 0.06% | 139 |
|
|
2022
Q2 | $275K | Sell |
1,371
-6
| -0.4% | -$1.41K | 0.06% | 143 |
|
|
2022
Q1 | $415K | Sell |
1,377
-172
| -11% | -$50.2K | 0.07% | 136 |
|
|
2021
Q4 | $557K | Buy |
1,549
+94
| +6% | +$32.3K | 0.09% | 131 |
|
|
2021
Q3 | $482K | Buy |
1,455
+45
| +3% | +$15.1K | 0.08% | 136 |
|
|
2021
Q2 | $432K | Buy |
1,410
+36
| +3% | +$10.1K | 0.08% | 140 |
|
|
2021
Q1 | $338K | Sell |
1,374
-510
| -27% | -$128K | 0.07% | 148 |
|
|
2020
Q4 | $514K | Buy |
1,884
+261
| +16% | +$64.8K | 0.11% | 116 |
|
|
2020
Q3 | $384K | Buy |
1,623
+204
| +14% | +$45.8K | 0.09% | 121 |
|
|
2020
Q2 | $272K | Sell |
1,419
-180
| -11% | -$32.3K | 0.06% | 131 |
|
|
2020
Q1 | $264K | Sell |
1,599
-27
| -2% | -$4.95K | 0.08% | 126 |
|
|
2019
Q4 | $320K | Sell |
1,626
-222
| -12% | -$41.6K | 0.08% | 124 |
|
|
2019
Q3 | $334K | Buy |
1,848
+252
| +16% | +$43.6K | 0.11% | 116 |
|
|
2019
Q2 | $279K | Buy |
1,596
+261
| +20% | +$44.7K | 0.08% | 130 |
|
|
2019
Q1 | $254K | Sell |
1,335
-390
| -23% | -$69.3K | 0.07% | 150 |
|
|
2018
Q4 | $275K | Buy |
+1,725
| New | +$292K | 0.09% | 132 |
|
Other funds holding ISRG
HCR Wealth Advisors's ISRG Position: Q2 2026 in Review
HCR Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 9.6% in Q2 2026, buying an estimated $82.6K and bringing the position to 2,158 shares worth $858K. The position accounts for 0.08% of the portfolio, ranked #123.
HCR Wealth Advisors first reported a position in ISRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $908K in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- HCR Wealth Advisors held 2,158 shares of Intuitive Surgical worth $858K as of Q2 2026.
- HCR Wealth Advisors bought 189 Intuitive Surgical shares in Q2 2026, an estimated $82.6K.
- Intuitive Surgical made up 0.08% of HCR Wealth Advisors's portfolio in Q2 2026, its #123 holding.
- HCR Wealth Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 31 quarters since.
- HCR Wealth Advisors's Intuitive Surgical position peaked at $908K in Q1 2026.
- 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.