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Hudson Valley Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Hudson Valley Investment Advisors’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 		$25.9M Sell
65,012
-800
-1% -$350K 3.14% 9
2026
Q1 		$30.3M Sell
65,812
-200
-0.3% -$101K 3.93% 6
2025
Q4 		$37.4M Sell
66,012
-300
-0.5% -$160K 4.14% 4
2025
Q3 		$29.7M Sell
66,312
-909
-1% -$436K 3.09% 7
2025
Q2 		$36.5M Sell
67,221
-1,245
-2% -$651K 4% 5
2025
Q1 		$33.9M Sell
68,466
-1,835
-3% -$1.01M 4.05% 3
2024
Q4 		$36.7M Hold
70,301
– – 4.16% 5
2024
Q3 		$34.5M Sell
70,301
-1,319
-2% -$614K 3.82% 6
2024
Q2 		$23.6M Sell
71,620
-31
-0% -$12.3K 3.06% 6
2024
Q1 		$28.6M Buy
71,651
+31
+0% +$11.7K 3.42% 5
2023
Q4 		$23.6M Sell
71,620
-33
-0% -$9.84K 3.23% 6
2023
Q3 		$20.9M Hold
71,653
– – 2.95% 6
2023
Q2 		$24.5M Sell
71,653
-2,250
-3% -$681K 3.32% 4
2023
Q1 		$18.9M Hold
73,903
– – 2.64% 6
2022
Q4 		$19.6M Sell
73,903
-1,260
-2% -$307K 2.96% 6
2022
Q3 		$14.1M Hold
75,163
– – 2.26% 9
2022
Q2 		$15.1M Sell
75,163
-4,657
-6% -$1.09M 2.35% 9
2022
Q1 		$24.1M Sell
79,820
-1,000
-1% -$292K 3.23% 5
2021
Q4 		$29M Hold
80,820
– – 4.54% 2
2021
Q3 		$26.8M Hold
80,820
– – 4.59% 2
2021
Q2 		$24.8M Sell
80,820
-5,025
-6% -$1.41M 4.31% 2
2021
Q1 		$21.1M Sell
85,845
-2,400
-3% -$604K 3.78% 2
2020
Q4 		$24.1M Hold
88,245
– – 4.59% 2
2020
Q3 		$20.9M Sell
88,245
-57
-0.1% -$12.8K 4.5% 2
2020
Q2 		$16.8M Sell
88,302
-9,693
-10% -$1.74M 3.9% 2
2020
Q1 		$16.2M Sell
97,995
-39,150
-29% -$7.17M 4.48% 2
2019
Q4 		$27M Hold
137,145
– – 5.77% 1
2019
Q3 		$24.7M Hold
137,145
– – 5.72% 1
2019
Q2 		$24M Hold
137,145
– – 5.56% 1
2019
Q1 		$26.1M Sell
137,145
-8,409
-6% -$1.49M 6.32% 1
2018
Q4 		$23.2M Hold
145,554
– – 5.36% 1
2018
Q3 		$27.8M Hold
145,554
– – 6.46% 1
2018
Q2 		$23.2M Sell
145,554
-900
-0.6% -$137K 5.71% 2
2018
Q1 		$20.2M Sell
146,454
-9,525
-6% -$1.33M 5.08% 2
2017
Q4 		$19M Buy
155,979
+9
+0% +$1.13K 4.69% 2
2017
Q3 		$18.1M Sell
155,970
-5,400
-3% -$588K 4.7% 2
2017
Q2 		$16.8M Hold
161,370
– – 4.62% 2
2017
Q1 		$13.7M Sell
161,370
-10,350
-6% -$818K 3.83% 2
2016
Q4 		$12.1M Hold
171,720
– – 3.57% 3
2016
Q3 		$13.8M Sell
171,720
-3,420
-2% -$262K 4.3% 3
2016
Q2 		$12.9M Sell
175,140
-34,200
-16% -$2.41M 4.13% 3
2016
Q1 		$14M Sell
209,340
-72,450
-26% -$4.49M 4.54% 2
2015
Q4 		$17.1M Sell
281,790
-18,000
-6% -$1.01M 5.33% 3
2015
Q3 		$15.3M Hold
299,790
– – 4.96% 3
2015
Q2 		$16.1M Buy
299,790
+134,820
+82% +$7.54M 5.04% 3
2015
Q1 		$9.26M Buy
+164,970
New +$9.34M 3.13% 3
2013
Q3 		– Sell
-113,400
Closed -$6.38M – 123
2013
Q2 		$6.38M Buy
+113,400
New +$6.25M 3.05% 5

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Hudson Valley Investment Advisors's ISRG Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q2 2026, selling an estimated $350K and leaving 65,012 shares worth $25.9M. The position accounts for 3.14% of the portfolio, ranked #9.

Hudson Valley Investment Advisors first reported a position in ISRG in Q2 2013 and has held it in 47 quarters since. The position peaked at $37.4M in Q4 2025. 949 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Hudson Valley Investment Advisors held 65,012 shares of Intuitive Surgical worth $25.9M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 800 Intuitive Surgical shares in Q2 2026, an estimated $350K.
  • Intuitive Surgical made up 3.14% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Hudson Valley Investment Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 47 quarters since.
  • Hudson Valley Investment Advisors's Intuitive Surgical position peaked at $37.4M in Q4 2025.
  • 949 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.