Janney Montgomery Scott’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
$22.8M Buy
57,206
+2,679
+5% +$1.17M 0.04% 411
2026
Q1
$25.1M Sell
54,527
-2,638
-5% -$1.33M 0.06% 294
2025
Q4
$32.4M Buy
57,165
+4,458
+8% +$2.37M 0.07% 252
2025
Q3
$23.6M Buy
52,707
+3,036
+6% +$1.46M 0.06% 329
2025
Q2
$27M Sell
49,671
-2,243
-4% -$1.17M 0.07% 269
2025
Q1
$25.7M Sell
51,914
-118
-0.2% -$65.3K 0.07% 267
2024
Q4
$27.2M Sell
52,032
-7,444
-13% -$3.88M 0.08% 254
2024
Q3
$29.2M Sell
59,476
-1,556
-3% -$724K 0.08% 252
2024
Q2
$27.1M Buy
61,032
+5,426
+10% +$2.16M 0.08% 253
2024
Q1
$22.2M Buy
55,606
+4,305
+8% +$1.63M 0.07% 301
2023
Q4
$17.3M Buy
51,301
+2,504
+5% +$746K 0.06% 338
2023
Q3
$14.3M Buy
48,797
+4,145
+9% +$1.29M 0.05% 334
2023
Q2
$15.3M Buy
44,652
+1,538
+4% +$465K 0.05% 334
2023
Q1
$11M Buy
43,114
+2,020
+5% +$498K 0.05% 385
2022
Q4
$10.9M Buy
41,094
+179
+0.4% +$43.6K 0.04% 401
2022
Q3
$7.67M Buy
40,915
+1,518
+4% +$326K 0.03% 470
2022
Q2
$7.95M Sell
39,397
-2,371
-6% -$556K 0.04% 435
2022
Q1
$12.6M Sell
41,768
-46,578
-53% -$13.6M 0.05% 317
2021
Q4
$31.7M Buy
88,346
+10,547
+14% +$3.63M 0.12% 172
2021
Q3
$25.8M Buy
77,799
+22,764
+41% +$7.64M 0.11% 183
2021
Q2
$16.9M Buy
55,035
+40,239
+272% +$11.3M 0.07% 242
2021
Q1
$3.64M Buy
14,796
+6,330
+75% +$1.59M 0.02% 656
2020
Q4
$2.31M Sell
8,466
-453
-5% -$112K 0.01% 813
2020
Q3
$2.11M Sell
8,919
-26,562
-75% -$5.96M 0.01% 788
2020
Q2
$6.74M Buy
35,481
+3,765
+12% +$675K 0.04% 366
2020
Q1
$5.24M Buy
31,716
+8,202
+35% +$1.5M 0.04% 380
2019
Q4
$4.63M Buy
23,514
+6,660
+40% +$1.25M 0.03% 489
2019
Q3
$3.03M Sell
16,854
-6,150
-27% -$1.06M 0.02% 604
2019
Q2
$4.02M Buy
23,004
+3,141
+16% +$538K 0.03% 488
2019
Q1
$3.78M Buy
19,863
+4,521
+29% +$804K 0.03% 488
2018
Q4
$2.45M Sell
15,342
-6,318
-29% -$1.07M 0.02% 566
2018
Q3
$4.14M Buy
21,660
+4,197
+24% +$745K 0.04% 462
2018
Q2
$2.79M Buy
17,463
+5,214
+43% +$795K 0.03% 552
2018
Q1
$1.69M Buy
12,249
+1,026
+9% +$143K 0.02% 735
2017
Q4
$1.36M Buy
11,223
+7,074
+170% +$885K 0.01% 815
2017
Q3
$482K Buy
4,149
+1,269
+44% +$138K 0.01% 1275
2017
Q2
$299K Sell
2,880
-234
-8% -$22.5K ﹤0.01% 1445
2017
Q1
$265K Sell
3,114
-1,917
-38% -$151K ﹤0.01% 1470
2016
Q4
$355K Sell
5,031
-4,257
-46% -$313K 0.01% 1232
2016
Q3
$748K Buy
+9,288
New +$711K 0.01% 778
2016
Q2
Sell
-10,602
Closed -$708K 934
2016
Q1
$708K Buy
10,602
+4,671
+79% +$289K 0.02% 631
2015
Q4
$360K Sell
5,931
-13,266
-69% -$745K 0.01% 962
2015
Q3
$980K Buy
19,197
+720
+4% +$40.8K 0.03% 544
2015
Q2
$995K Sell
18,477
-4,284
-19% -$240K 0.02% 796
2015
Q1
$1.28M Buy
22,761
+3,177
+16% +$180K 0.02% 755
2014
Q4
$1.15M Buy
19,584
+1,143
+6% +$63.7K 0.02% 799
2014
Q3
$946K Buy
18,441
+1,683
+10% +$83.6K 0.02% 868
2014
Q2
$767K Buy
16,758
+1,476
+10% +$65.1K 0.02% 971
2014
Q1
$744K Sell
15,282
-945
-6% -$44.5K 0.02% 888
2013
Q4
$692K Buy
+16,227
New +$683K 0.02% 894

Other funds holding ISRG

Janney Montgomery Scott's ISRG Position: Q2 2026 in Review

Janney Montgomery Scott increased its Intuitive Surgical (ISRG) stake by 4.9% in Q2 2026, buying an estimated $1.17M and bringing the position to 57,206 shares worth $22.8M. The position accounts for 0.04% of the portfolio, ranked #411.

Janney Montgomery Scott first reported a position in ISRG in Q4 2013 and has held it in 50 quarters since. The position peaked at $32.4M in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Janney Montgomery Scott held 57,206 shares of Intuitive Surgical worth $22.8M as of Q2 2026.
  • Janney Montgomery Scott bought 2,679 Intuitive Surgical shares in Q2 2026, an estimated $1.17M.
  • Intuitive Surgical made up 0.04% of Janney Montgomery Scott's portfolio in Q2 2026, its #411 holding.
  • Janney Montgomery Scott first reported a position in Intuitive Surgical in Q4 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's Intuitive Surgical position peaked at $32.4M in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.