Sequoia Financial 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
Q2 | $4.46M | Sell |
11,226
-133
| -1% | -$58.1K | 0.02% | 372 |
|
|
2026
Q1 | $5.24M | Buy |
11,359
+178
| +2% | +$90.1K | 0.03% | 309 |
|
|
2025
Q4 | $6.33M | Buy |
11,181
+2,083
| +23% | +$1.11M | 0.04% | 276 |
|
|
2025
Q3 | $4.07M | Sell |
9,098
-586
| -6% | -$281K | 0.02% | 345 |
|
|
2025
Q2 | $5.26M | Buy |
9,684
+1,097
| +13% | +$574K | 0.04% | 273 |
|
|
2025
Q1 | $4.25M | Buy |
8,587
+27
| +0.3% | +$14.9K | 0.03% | 299 |
|
|
2024
Q4 | $4.47M | Buy |
8,560
+942
| +12% | +$491K | 0.04% | 267 |
|
|
2024
Q3 | $3.74M | Buy |
7,618
+308
| +4% | +$143K | 0.04% | 255 |
|
|
2024
Q2 | $3.25M | Buy |
7,310
+417
| +6% | +$166K | 0.04% | 245 |
|
|
2024
Q1 | $2.75M | Sell |
6,893
-1,422
| -17% | -$537K | 0.03% | 277 |
|
|
2023
Q4 | $2.81M | Buy |
8,315
+3,054
| +58% | +$910K | 0.03% | 289 |
|
|
2023
Q3 | $1.54M | Sell |
5,261
-968
| -16% | -$302K | 0.03% | 267 |
|
|
2023
Q2 | $2.13M | Buy |
6,229
+416
| +7% | +$126K | 0.04% | 231 |
|
|
2023
Q1 | $1.49M | Sell |
5,813
-280
| -5% | -$69K | 0.03% | 252 |
|
|
2022
Q4 | $1.62M | Buy |
6,093
+3,088
| +103% | +$753K | 0.04% | 222 |
|
|
2022
Q3 | $563K | Sell |
3,005
-234
| -7% | -$50.3K | 0.02% | 278 |
|
|
2022
Q2 | $650K | Sell |
3,239
-711
| -18% | -$167K | 0.02% | 285 |
|
|
2022
Q1 | $1.19M | Buy |
3,950
+345
| +10% | +$101K | 0.03% | 232 |
|
|
2021
Q4 | $1.29M | Buy |
3,605
+1,808
| +101% | +$622K | 0.04% | 217 |
|
|
2021
Q3 | $595K | Sell |
1,797
-1,827
| -50% | -$614K | 0.06% | 137 |
|
|
2021
Q2 | $1.11M | Buy |
3,624
+72
| +2% | +$20.2K | 0.04% | 192 |
|
|
2021
Q1 | $875K | Sell |
3,552
-180
| -5% | -$45.3K | 0.04% | 202 |
|
|
2020
Q4 | $1.02M | Buy |
3,732
+9
| +0.2% | +$2.23K | 0.05% | 186 |
|
|
2020
Q3 | $881K | Buy |
3,723
+594
| +19% | +$133K | 0.05% | 180 |
|
|
2020
Q2 | $594K | Buy |
3,129
+57
| +2% | +$10.2K | 0.04% | 199 |
|
|
2020
Q1 | $507K | Buy |
3,072
+195
| +7% | +$35.7K | 0.04% | 200 |
|
|
2019
Q4 | $567K | Buy |
2,877
+384
| +15% | +$71.9K | 0.04% | 204 |
|
|
2019
Q3 | $449K | Sell |
2,493
-636
| -20% | -$110K | 0.03% | 209 |
|
|
2019
Q2 | $547K | Buy |
3,129
+1,104
| +55% | +$189K | 0.04% | 180 |
|
|
2019
Q1 | $385K | Buy |
2,025
+450
| +29% | +$80K | 0.03% | 233 |
|
|
2018
Q4 | $251K | Buy |
1,575
+15
| +1% | +$2.54K | 0.03% | 244 |
|
|
2018
Q3 | $298K | Hold |
1,560
| – | – | 0.03% | 227 |
|
|
2018
Q2 | $249K | Hold |
1,560
| – | – | 0.03% | 259 |
|
|
2018
Q1 | $215K | Buy |
+1,560
| New | +$218K | 0.02% | 275 |
|
Other funds holding ISRG
Sequoia Financial Advisors's ISRG Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q2 2026, selling an estimated $58.1K and leaving 11,226 shares worth $4.46M. The position accounts for 0.02% of the portfolio, ranked #372.
Sequoia Financial Advisors first reported a position in ISRG in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.33M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Sequoia Financial Advisors held 11,226 shares of Intuitive Surgical worth $4.46M as of Q2 2026.
- Sequoia Financial Advisors sold 133 Intuitive Surgical shares in Q2 2026, an estimated $58.1K.
- Intuitive Surgical made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #372 holding.
- Sequoia Financial Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 34 quarters since.
- Sequoia Financial Advisors's Intuitive Surgical position peaked at $6.33M in Q4 2025.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.