Kovack 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
Q1 | $803K | Sell |
1,731
-5,023
| -74% | -$2.54M | 0.04% | 438 |
|
|
2025
Q4 | $3.83M | Buy |
6,754
+1,543
| +30% | +$821K | 0.18% | 105 |
|
|
2025
Q3 | $2.33M | Buy |
5,211
+4,130
| +382% | +$1.98M | 0.22% | 89 |
|
|
2025
Q2 | $587K | Buy |
1,081
+6
| +0.6% | +$3.14K | 0.06% | 291 |
|
|
2025
Q1 | $532K | Sell |
1,075
-611
| -36% | -$338K | 0.06% | 286 |
|
|
2024
Q4 | $880K | Buy |
1,686
+298
| +21% | +$155K | 0.09% | 191 |
|
|
2024
Q3 | $682K | Buy |
1,388
+135
| +11% | +$62.9K | 0.07% | 236 |
|
|
2024
Q2 | $557K | Sell |
1,253
-67
| -5% | -$26.7K | 0.06% | 283 |
|
|
2024
Q1 | $527K | Sell |
1,320
-30
| -2% | -$11.3K | 0.06% | 249 |
|
|
2023
Q4 | $455K | Buy |
1,350
+305
| +29% | +$90.9K | 0.05% | 320 |
|
|
2023
Q3 | $305K | Sell |
1,045
-50
| -5% | -$15.6K | 0.04% | 384 |
|
|
2023
Q2 | $374K | Buy |
1,095
+101
| +10% | +$30.6K | 0.05% | 356 |
|
|
2023
Q1 | $254K | Buy |
994
+27
| +3% | +$6.65K | 0.03% | 450 |
|
|
2022
Q4 | $257K | Sell |
967
-390
| -29% | -$95.1K | 0.04% | 445 |
|
|
2022
Q3 | $254K | Buy |
+1,357
| New | +$291K | 0.04% | 455 |
|
|
2022
Q2 | – | Sell |
-756
| Closed | -$228K | – | 680 |
|
|
2022
Q1 | $228K | Sell |
756
-3,015
| -80% | -$881K | 0.02% | 618 |
|
|
2021
Q4 | $1.35M | Buy |
3,771
+669
| +22% | +$230K | 0.13% | 172 |
|
|
2021
Q3 | $1.03M | Buy |
3,102
+1,323
| +74% | +$444K | 0.11% | 207 |
|
|
2021
Q2 | $545K | Buy |
1,779
+345
| +24% | +$96.8K | 0.06% | 334 |
|
|
2021
Q1 | $353K | Sell |
1,434
-129
| -8% | -$32.5K | 0.05% | 400 |
|
|
2020
Q4 | $426K | Buy |
+1,563
| New | +$388K | 0.06% | 317 |
|
|
2020
Q2 | – | Sell |
-1,812
| Closed | -$299K | – | 514 |
|
|
2020
Q1 | $299K | Sell |
1,812
-39
| -2% | -$7.14K | 0.07% | 289 |
|
|
2019
Q4 | $364K | Sell |
1,851
-1,644
| -47% | -$308K | 0.07% | 320 |
|
|
2019
Q3 | $629K | Buy |
3,495
+87
| +3% | +$15K | 0.13% | 186 |
|
|
2019
Q2 | $596K | Sell |
3,408
-1,599
| -32% | -$274K | 0.14% | 183 |
|
|
2019
Q1 | $952K | Buy |
5,007
+462
| +10% | +$82.1K | 0.24% | 110 |
|
|
2018
Q4 | $725K | Sell |
4,545
-459
| -9% | -$77.8K | 0.21% | 117 |
|
|
2018
Q3 | $957K | Sell |
5,004
-399
| -7% | -$70.9K | 0.25% | 104 |
|
|
2018
Q2 | $862K | Buy |
5,403
+498
| +10% | +$75.9K | 0.24% | 109 |
|
|
2018
Q1 | $675K | Buy |
4,905
+2,358
| +93% | +$329K | 0.17% | 146 |
|
|
2017
Q4 | $310K | Buy |
2,547
+567
| +29% | +$71K | 0.08% | 299 |
|
|
2017
Q3 | $230K | Buy |
+1,980
| New | +$216K | 0.08% | 288 |
|
Other funds holding ISRG
VCM
VPM
Kovack Advisors's ISRG Position: Q1 2026 in Review
Kovack Advisors reduced its Intuitive Surgical (ISRG) stake by 74% in Q1 2026, selling an estimated $2.54M and leaving 1,731 shares worth $803K. The position accounts for 0.04% of the portfolio, ranked #438.
Kovack Advisors first reported a position in ISRG in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.83M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Kovack Advisors held 1,731 shares of Intuitive Surgical worth $803K as of Q1 2026.
- Kovack Advisors sold 5,023 Intuitive Surgical shares in Q1 2026, an estimated $2.54M.
- Intuitive Surgical made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #438 holding.
- Kovack Advisors first reported a position in Intuitive Surgical in Q3 2017 and has held it in 32 quarters since.
- Kovack Advisors's Intuitive Surgical position peaked at $3.83M in Q4 2025.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.