Independent Advisor Alliance’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 | $1.96M | Sell |
4,932
-211
| -4% | -$92.2K | 0.05% | 282 |
|
|
2026
Q1 | $2.37M | Sell |
5,143
-7,332
| -59% | -$3.71M | 0.03% | 507 |
|
|
2025
Q4 | $7.07M | Sell |
12,475
-282
| -2% | -$150K | 0.17% | 96 |
|
|
2025
Q3 | $5.71M | Sell |
12,757
-870
| -6% | -$417K | 0.15% | 109 |
|
|
2025
Q2 | $7.41M | Buy |
13,627
+1,537
| +13% | +$804K | 0.21% | 83 |
|
|
2025
Q1 | $5.99M | Buy |
12,090
+144
| +1% | +$79.6K | 0.2% | 84 |
|
|
2024
Q4 | $6.24M | Buy |
11,946
+2,226
| +23% | +$1.16M | 0.08% | 230 |
|
|
2024
Q3 | $4.78M | Sell |
9,720
-28
| -0.3% | -$13K | 0.17% | 101 |
|
|
2024
Q2 | $4.34M | Buy |
9,748
+87
| +0.9% | +$34.7K | 0.15% | 119 |
|
|
2024
Q1 | $3.86M | Buy |
9,661
+14
| +0.1% | +$5.29K | 0.14% | 129 |
|
|
2023
Q4 | $3.25M | Sell |
9,647
-86
| -0.9% | -$25.6K | 0.12% | 147 |
|
|
2023
Q3 | $2.84M | Buy |
9,733
+394
| +4% | +$123K | 0.13% | 154 |
|
|
2023
Q2 | $3.19M | Buy |
9,339
+406
| +5% | +$123K | 0.14% | 135 |
|
|
2023
Q1 | $2.28M | Buy |
+8,933
| New | +$2.2M | 0.11% | 173 |
|
|
2022
Q4 | – | Sell |
-7,710
| Closed | -$1.45M | – | 520 |
|
|
2022
Q3 | $1.45M | Sell |
7,710
-270
| -3% | -$58K | 0.08% | 213 |
|
|
2022
Q2 | $1.6M | Sell |
7,980
-533
| -6% | -$125K | 0.09% | 189 |
|
|
2022
Q1 | $2.57M | Buy |
8,513
+298
| +4% | +$87.1K | 0.12% | 148 |
|
|
2021
Q4 | $2.95M | Buy |
8,215
+1,090
| +15% | +$375K | 0.15% | 120 |
|
|
2021
Q3 | $2.36M | Sell |
7,125
-144
| -2% | -$48.4K | 0.13% | 139 |
|
|
2021
Q2 | $2.23M | Sell |
7,269
-180
| -2% | -$50.5K | 0.12% | 157 |
|
|
2021
Q1 | $1.83M | Sell |
7,449
-51
| -0.7% | -$12.8K | 0.11% | 162 |
|
|
2020
Q4 | $2.04M | Sell |
7,500
-15
| -0.2% | -$3.73K | 0.14% | 132 |
|
|
2020
Q3 | $1.78M | Sell |
7,515
-1,191
| -14% | -$267K | 0.13% | 125 |
|
|
2020
Q2 | $1.65M | Buy |
8,706
+2,286
| +36% | +$410K | 0.18% | 110 |
|
|
2020
Q1 | $1.06M | Buy |
6,420
+459
| +8% | +$84.1K | 0.15% | 116 |
|
|
2019
Q4 | $1.18M | Buy |
5,961
+24
| +0.4% | +$4.49K | 0.05% | 332 |
|
|
2019
Q3 | $1.07M | Buy |
5,937
+180
| +3% | +$31.1K | 0.13% | 148 |
|
|
2019
Q2 | $1.01M | Buy |
5,757
+2,262
| +65% | +$388K | 0.15% | 141 |
|
|
2019
Q1 | $665K | Sell |
3,495
-5,826
| -63% | -$1.04M | 0.09% | 191 |
|
|
2018
Q4 | $1.49M | Buy |
9,321
+2,964
| +47% | +$502K | 0.26% | 88 |
|
|
2018
Q3 | $1.19M | Buy |
6,357
+465
| +8% | +$82.6K | 0.21% | 109 |
|
|
2018
Q2 | $922K | Buy |
5,892
+516
| +10% | +$78.7K | 0.19% | 129 |
|
|
2018
Q1 | $719K | Buy |
5,376
+3,690
| +219% | +$515K | 0.16% | 148 |
|
|
2017
Q4 | $220K | Buy |
+1,686
| New | +$211K | 0.05% | 283 |
|
Other funds holding ISRG
Independent Advisor Alliance's ISRG Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Intuitive Surgical (ISRG) stake by 4.1% in Q2 2026, selling an estimated $92.2K and leaving 4,932 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #282.
Independent Advisor Alliance first reported a position in ISRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.41M in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Independent Advisor Alliance held 4,932 shares of Intuitive Surgical worth $1.96M as of Q2 2026.
- Independent Advisor Alliance sold 211 Intuitive Surgical shares in Q2 2026, an estimated $92.2K.
- Intuitive Surgical made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #282 holding.
- Independent Advisor Alliance first reported a position in Intuitive Surgical in Q4 2017 and has held it in 34 quarters since.
- Independent Advisor Alliance's Intuitive Surgical position peaked at $7.41M in Q2 2025.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.