Heritage 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 | $708K | Sell |
1,780
-110
| -6% | -$48.1K | 0.02% | 113 |
|
|
2026
Q1 | $871K | Buy |
1,890
+188
| +11% | +$95.1K | 0.03% | 95 |
|
|
2025
Q4 | $964K | Hold |
1,702
| – | – | 0.04% | 110 |
|
|
2025
Q3 | $761K | Sell |
1,702
-109
| -6% | -$52.3K | 0.03% | 100 |
|
|
2025
Q2 | $984K | Sell |
1,811
-50
| -3% | -$26.1K | 0.05% | 83 |
|
|
2025
Q1 | $922K | Sell |
1,861
-5
| -0.3% | -$2.77K | 0.05% | 84 |
|
|
2024
Q4 | $974K | Sell |
1,866
-76
| -4% | -$39.6K | 0.05% | 86 |
|
|
2024
Q3 | $954K | Sell |
1,942
-50
| -3% | -$23.3K | 0.04% | 93 |
|
|
2024
Q2 | $886K | Hold |
1,992
| – | – | 0.04% | 89 |
|
|
2024
Q1 | $795K | Hold |
1,992
| – | – | 0.04% | 104 |
|
|
2023
Q4 | $672K | Sell |
1,992
-123
| -6% | -$36.7K | 0.03% | 117 |
|
|
2023
Q3 | $618K | Sell |
2,115
-258
| -11% | -$80.6K | 0.03% | 117 |
|
|
2023
Q2 | $811K | Buy |
2,373
+12
| +0.5% | +$3.63K | 0.04% | 98 |
|
|
2023
Q1 | $603K | Hold |
2,361
| – | – | 0.03% | 114 |
|
|
2022
Q4 | $626K | Sell |
2,361
-694
| -23% | -$169K | 0.04% | 112 |
|
|
2022
Q3 | $573K | Buy |
3,055
+1,299
| +74% | +$279K | 0.04% | 108 |
|
|
2022
Q2 | $352K | Buy |
1,756
+556
| +46% | +$130K | 0.02% | 146 |
|
|
2022
Q1 | $362K | Hold |
1,200
| – | – | 0.02% | 145 |
|
|
2021
Q4 | $431K | Buy |
1,200
+150
| +14% | +$51.6K | 0.02% | 147 |
|
|
2021
Q3 | $348K | Hold |
1,050
| – | – | 0.02% | 155 |
|
|
2021
Q2 | $322K | Hold |
1,050
| – | – | 0.02% | 164 |
|
|
2021
Q1 | $259K | Hold |
1,050
| – | – | 0.02% | 185 |
|
|
2020
Q4 | $286K | Hold |
1,050
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $248K | Hold |
1,050
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $199K | Hold |
1,050
| – | – | 0.03% | 140 |
|
|
2020
Q1 | $173K | Hold |
1,050
| – | – | 0.03% | 144 |
|
|
2019
Q4 | $207K | Hold |
1,050
| – | – | 0.03% | 165 |
|
|
2019
Q3 | $188K | Hold |
1,050
| – | – | 0.03% | 160 |
|
|
2019
Q2 | $184K | Buy |
1,050
+45
| +4% | +$7.71K | 0.03% | 147 |
|
|
2019
Q1 | $191K | Hold |
1,005
| – | – | 0.03% | 132 |
|
|
2018
Q4 | $160K | Sell |
1,005
-150
| -13% | -$25.4K | 0.03% | 134 |
|
|
2018
Q3 | $220K | Buy |
+1,155
| New | +$205K | 0.04% | 116 |
|
Other funds holding ISRG
Heritage Wealth Advisors's ISRG Position: Q2 2026 in Review
Heritage Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 5.8% in Q2 2026, selling an estimated $48.1K and leaving 1,780 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #113.
Heritage Wealth Advisors first reported a position in ISRG in Q3 2018 and has held it in 32 quarters since. The position peaked at $984K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Heritage Wealth Advisors held 1,780 shares of Intuitive Surgical worth $708K as of Q2 2026.
- Heritage Wealth Advisors sold 110 Intuitive Surgical shares in Q2 2026, an estimated $48.1K.
- Intuitive Surgical made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #113 holding.
- Heritage Wealth Advisors first reported a position in Intuitive Surgical in Q3 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's Intuitive Surgical position peaked at $984K in Q2 2025.
- 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.