IFP 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 | $5.07M | Buy |
12,751
+1,498
| +13% | +$654K | 0.09% | 248 |
|
|
2026
Q1 | $5.19M | Buy |
11,253
+8,168
| +265% | +$4.13M | 0.11% | 216 |
|
|
2025
Q4 | $1.75M | Sell |
3,085
-189
| -6% | -$101K | 0.04% | 452 |
|
|
2025
Q3 | $1.46M | Sell |
3,274
-65
| -2% | -$31.2K | 0.04% | 470 |
|
|
2025
Q2 | $1.85M | Sell |
3,339
-2,319
| -41% | -$1.21M | 0.05% | 370 |
|
|
2025
Q1 | $2.8M | Buy |
5,658
+3,484
| +160% | +$1.93M | 0.09% | 276 |
|
|
2024
Q4 | $1.13M | Buy |
2,174
+13
| +0.6% | +$6.77K | 0.04% | 496 |
|
|
2024
Q3 | $1.06M | Buy |
2,161
+192
| +10% | +$89.4K | 0.04% | 466 |
|
|
2024
Q2 | $876K | Buy |
1,969
+307
| +18% | +$122K | 0.03% | 481 |
|
|
2024
Q1 | $663K | Buy |
1,662
+109
| +7% | +$41.2K | 0.03% | 529 |
|
|
2023
Q4 | $524K | Buy |
1,553
+65
| +4% | +$19.4K | 0.02% | 572 |
|
|
2023
Q3 | $435K | Sell |
1,488
-32
| -2% | -$9.99K | 0.02% | 646 |
|
|
2023
Q2 | $520K | Sell |
1,520
-7,223
| -83% | -$2.19M | 0.02% | 635 |
|
|
2023
Q1 | $4.68M | Buy |
8,743
+2,214
| +34% | +$545K | 0.2% | 96 |
|
|
2022
Q4 | $3.52M | Sell |
6,529
-836
| -11% | -$204K | 0.09% | 213 |
|
|
2022
Q3 | $3.98M | Buy |
7,365
+449
| +6% | +$96.4K | 0.1% | 200 |
|
|
2022
Q2 | $3.74M | Hold |
6,916
| – | – | 0.12% | 190 |
|
|
2022
Q1 | $3.74M | Buy |
6,916
+832
| +14% | +$243K | 0.12% | 190 |
|
|
2021
Q4 | $2.2M | Buy |
6,084
+4,908
| +417% | +$1.69M | 0.04% | 242 |
|
|
2021
Q3 | $391K | Sell |
1,176
-324
| -22% | -$109K | 0.01% | 672 |
|
|
2021
Q2 | $463K | Sell |
1,500
-36
| -2% | -$10.1K | 0.01% | 568 |
|
|
2021
Q1 | $376K | Sell |
1,536
-225
| -13% | -$56.6K | 0.01% | 607 |
|
|
2020
Q4 | $481K | Buy |
1,761
+372
| +27% | +$92.4K | 0.02% | 522 |
|
|
2020
Q3 | $327K | Buy |
1,389
+54
| +4% | +$12.1K | 0.02% | 546 |
|
|
2020
Q2 | $246K | Buy |
1,335
+18
| +1% | +$3.23K | 0.02% | 591 |
|
|
2020
Q1 | $222K | Buy |
1,317
+57
| +5% | +$10.4K | 0.02% | 548 |
|
|
2019
Q4 | $250K | Sell |
1,260
-126
| -9% | -$23.6K | 0.02% | 599 |
|
|
2019
Q3 | $248K | Buy |
+1,386
| New | +$240K | 0.02% | 702 |
|
|
2019
Q1 | $39K | Sell |
204
-1,818
| -90% | -$323K | 0.01% | 1065 |
|
|
2018
Q4 | $318K | Sell |
2,022
-522
| -21% | -$88.5K | 0.02% | 693 |
|
|
2018
Q3 | $487K | Buy |
2,544
+870
| +52% | +$154K | 0.02% | 669 |
|
|
2018
Q2 | $267K | Buy |
1,674
+261
| +18% | +$39.8K | 0.01% | 922 |
|
|
2018
Q1 | $172K | Hold |
1,413
| – | – | 0.01% | 1057 |
|
|
2017
Q4 | $172K | Sell |
1,413
-630
| -31% | -$78.8K | 0.01% | 1063 |
|
|
2017
Q3 | $237K | Sell |
2,043
-72
| -3% | -$7.84K | 0.01% | 1043 |
|
|
2017
Q2 | $220K | Sell |
2,115
-387
| -15% | -$37.2K | 0.01% | 1076 |
|
|
2017
Q1 | $213K | Sell |
2,502
-108
| -4% | -$8.53K | 0.01% | 1083 |
|
|
2016
Q4 | $184K | Buy |
2,610
+81
| +3% | +$5.96K | 0.01% | 1098 |
|
|
2016
Q3 | $204K | Sell |
2,529
-135
| -5% | -$10.3K | 0.01% | 996 |
|
|
2016
Q2 | $196K | Buy |
2,664
+2,052
| +335% | +$144K | 0.01% | 978 |
|
|
2016
Q1 | $39K | Sell |
612
-1,863
| -75% | -$115K | 0.01% | 1065 |
|
|
2015
Q4 | $150K | Buy |
+2,475
| New | +$139K | 0.01% | 969 |
|
Other funds holding ISRG
IFP Advisors's ISRG Position: Q2 2026 in Review
IFP Advisors increased its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, buying an estimated $654K and bringing the position to 12,751 shares worth $5.07M. The position accounts for 0.09% of the portfolio, ranked #248.
IFP Advisors first reported a position in ISRG in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.19M in Q1 2026. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- IFP Advisors held 12,751 shares of Intuitive Surgical worth $5.07M as of Q2 2026.
- IFP Advisors bought 1,498 Intuitive Surgical shares in Q2 2026, an estimated $654K.
- Intuitive Surgical made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #248 holding.
- IFP Advisors first reported a position in Intuitive Surgical in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Intuitive Surgical position peaked at $5.19M in Q1 2026.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.