Larson Financial Group’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 | $1.83M | Sell |
4,589
-918
| -17% | -$401K | 0.05% | 268 |
|
|
2026
Q1 | $2.54M | Buy |
5,507
+312
| +6% | +$158K | 0.08% | 199 |
|
|
2025
Q4 | $2.94M | Buy |
5,195
+438
| +9% | +$233K | 0.1% | 182 |
|
|
2025
Q3 | $2.13M | Buy |
4,757
+366
| +8% | +$176K | 0.07% | 217 |
|
|
2025
Q2 | $2.39M | Sell |
4,391
-65
| -1% | -$34K | 0.1% | 191 |
|
|
2025
Q1 | $2.21M | Buy |
4,456
+359
| +9% | +$199K | 0.1% | 174 |
|
|
2024
Q4 | $2.14M | Buy |
4,097
+3,243
| +380% | +$1.69M | 0.11% | 163 |
|
|
2024
Q3 | $420K | Buy |
854
+378
| +79% | +$176K | 0.02% | 377 |
|
|
2024
Q2 | $212K | Buy |
476
+243
| +104% | +$96.8K | 0.01% | 450 |
|
|
2024
Q1 | $93K | Buy |
233
+20
| +9% | +$7.56K | 0.01% | 558 |
|
|
2023
Q4 | $71.9K | Sell |
213
-18
| -8% | -$5.37K | 0.01% | 557 |
|
|
2023
Q3 | $67.5K | Sell |
231
-64
| -22% | -$20K | 0.01% | 538 |
|
|
2023
Q2 | $101K | Sell |
295
-187
| -39% | -$56.6K | 0.01% | 426 |
|
|
2023
Q1 | $123K | Buy |
482
+117
| +32% | +$28.8K | 0.01% | 399 |
|
|
2022
Q4 | $96.9K | Buy |
365
+124
| +51% | +$30.2K | 0.01% | 407 |
|
|
2022
Q3 | $45K | Buy |
241
+90
| +60% | +$19.3K | 0.01% | 484 |
|
|
2022
Q2 | $30K | Buy |
151
+100
| +196% | +$23.5K | 0.01% | 470 |
|
|
2022
Q1 | $15K | Buy |
51
+12
| +31% | +$3.51K | ﹤0.01% | 571 |
|
|
2021
Q4 | $14K | Buy |
39
+3
| +8% | +$1.03K | ﹤0.01% | 608 |
|
|
2021
Q3 | $12K | Hold |
36
| – | – | ﹤0.01% | 557 |
|
|
2021
Q2 | $11K | Hold |
36
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $9K | Sell |
36
-36
| -50% | -$9.06K | ﹤0.01% | 567 |
|
|
2020
Q4 | $20K | Hold |
72
| – | – | 0.01% | 371 |
|
|
2020
Q3 | $17K | Buy |
72
+39
| +118% | +$8.76K | 0.01% | 356 |
|
|
2020
Q2 | $6K | Buy |
+33
| New | +$5.92K | ﹤0.01% | 453 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | -$2K | – | 593 |
|
|
2019
Q4 | $2K | Buy |
+9
| New | +$1.69K | ﹤0.01% | 452 |
|
|
2019
Q3 | – | Sell |
-597
| Closed | -$104K | – | 582 |
|
|
2019
Q2 | $104K | Buy |
597
+6
| +1% | +$1.03K | 0.08% | 85 |
|
|
2019
Q1 | $112K | Buy |
591
+18
| +3% | +$3.2K | 0.09% | 78 |
|
|
2018
Q4 | $91K | Buy |
+573
| New | +$97.1K | 0.08% | 80 |
|
Other funds holding ISRG
Larson Financial Group's ISRG Position: Q2 2026 in Review
Larson Financial Group reduced its Intuitive Surgical (ISRG) stake by 17% in Q2 2026, selling an estimated $401K and leaving 4,589 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #268.
Larson Financial Group first reported a position in ISRG in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.94M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Larson Financial Group held 4,589 shares of Intuitive Surgical worth $1.83M as of Q2 2026.
- Larson Financial Group sold 918 Intuitive Surgical shares in Q2 2026, an estimated $401K.
- Intuitive Surgical made up 0.05% of Larson Financial Group's portfolio in Q2 2026, its #268 holding.
- Larson Financial Group first reported a position in Intuitive Surgical in Q4 2018 and has held it in 29 quarters since.
- Larson Financial Group's Intuitive Surgical position peaked at $2.94M in Q4 2025.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.