Pine Valley Investments’s Intuitive Surgical ISRG Stock Holding History

Pine Valley Investments’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$893K	Sell	2,245 -105	-4%	-$45.9K	0.04%	315
2026 Q1	$1.08M	Buy	2,350 +543	+30%	+$275K	0.05%	284
2025 Q4	$1.02M	Buy	1,807 +317	+21%	+$169K	0.05%	272
2025 Q3	$666K	Buy	1,490 +820	+122%	+$393K	0.03%	310
2025 Q2	$364K	Buy	670 +48	+8%	+$25.1K	0.02%	390
2025 Q1	$308K	Hold	622	–	–	0.02%	416
2024 Q4	$325K	Hold	622	–	–	0.02%	411
2024 Q3	$306K	Hold	622	–	–	0.02%	414
2024 Q2	$277K	Sell	622 -200	-24%	-$79.7K	0.02%	401
2024 Q1	$328K	Sell	822 -7	-0.8%	-$2.65K	0.02%	379
2023 Q4	$280K	Sell	829 -69	-8%	-$20.6K	0.02%	390
2023 Q3	$262K	Buy	898 +58	+7%	+$18.1K	0.02%	388
2023 Q2	$287K	Buy	840 +4	+0.5%	+$1.21K	0.03%	326
2023 Q1	$250K	Buy	+836	New	+$206K	0.04%	241

Other funds holding ISRG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pine Valley Investments's ISRG Position: Q2 2026 in Review

Pine Valley Investments reduced its Intuitive Surgical (ISRG) stake by 4.5% in Q2 2026, selling an estimated $45.9K and leaving 2,245 shares worth $893K. The position accounts for 0.04% of the portfolio, ranked #315.

Pine Valley Investments first reported a position in ISRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2026. 1,169 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Pine Valley Investments held 2,245 shares of Intuitive Surgical worth $893K as of Q2 2026.
Pine Valley Investments sold 105 Intuitive Surgical shares in Q2 2026, an estimated $45.9K.
Intuitive Surgical made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #315 holding.
Pine Valley Investments first reported a position in Intuitive Surgical in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's Intuitive Surgical position peaked at $1.08M in Q1 2026.
1,169 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.