Sigma Planning Corp’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
$3.16M Sell
7,940
-104
-1% -$45.4K 0.08% 262
2026
Q1
$3.71M Sell
8,044
-661
-8% -$334K 0.1% 209
2025
Q4
$4.93M Buy
8,705
+820
+10% +$437K 0.14% 150
2025
Q3
$3.53M Sell
7,885
-516
-6% -$248K 0.1% 216
2025
Q2
$4.57M Buy
8,401
+177
+2% +$92.5K 0.14% 154
2025
Q1
$4.07M Sell
8,224
-163
-2% -$90.1K 0.13% 164
2024
Q4
$4.38M Sell
8,387
-161
-2% -$83.9K 0.14% 153
2024
Q3
$4.2M Sell
8,548
-259
-3% -$121K 0.13% 160
2024
Q2
$3.92M Sell
8,807
-133
-1% -$53K 0.12% 161
2024
Q1
$3.57M Buy
8,940
+4,357
+95% +$1.65M 0.11% 191
2023
Q4
$1.55M Sell
4,583
-6,198
-57% -$1.85M 0.12% 182
2023
Q3
$3.15M Sell
10,781
-1,017
-9% -$318K 0.12% 173
2023
Q2
$4.03M Sell
11,798
-492
-4% -$149K 0.14% 138
2023
Q1
$3.14M Sell
12,290
-72
-0.6% -$17.7K 0.1% 198
2022
Q4
$3.28M Sell
12,362
-25
-0.2% -$6.1K 0.12% 184
2022
Q3
$2.32M Sell
12,387
-2,120
-15% -$455K 0.09% 226
2022
Q2
$2.91M Sell
14,507
-2,091
-13% -$491K 0.1% 206
2022
Q1
$5.01M Buy
16,598
+1,742
+12% +$509K 0.15% 142
2021
Q4
$5.34M Buy
14,856
+525
+4% +$181K 0.15% 141
2021
Q3
$4.75M Sell
14,331
-753
-5% -$253K 0.14% 155
2021
Q2
$4.62M Buy
15,084
+243
+2% +$68.2K 0.14% 163
2021
Q1
$3.66M Buy
14,841
+1,023
+7% +$257K 0.12% 208
2020
Q4
$3.77M Buy
13,818
+1,557
+13% +$387K 0.13% 175
2020
Q3
$2.9M Sell
12,261
-54
-0.4% -$12.1K 0.11% 192
2020
Q2
$2.34M Buy
12,315
+2,421
+24% +$434K 0.1% 206
2020
Q1
$1.63M Buy
9,894
+645
+7% +$118K 0.1% 215
2019
Q4
$1.82M Sell
9,249
-285
-3% -$53.4K 0.08% 263
2019
Q3
$1.72M Sell
9,534
-543
-5% -$93.9K 0.08% 253
2019
Q2
$1.76M Sell
10,077
-873
-8% -$150K 0.09% 239
2019
Q1
$2.08M Buy
10,950
+1,140
+12% +$203K 0.12% 194
2018
Q4
$1.57M Buy
9,810
+447
+5% +$75.7K 0.11% 192
2018
Q3
$1.79M Buy
9,363
+312
+3% +$55.4K 0.11% 202
2018
Q2
$1.44M Buy
9,051
+1,482
+20% +$226K 0.1% 213
2018
Q1
$1.04M Buy
7,569
+1,239
+20% +$173K 0.08% 260
2017
Q4
$770K Buy
6,330
+732
+13% +$91.6K 0.06% 320
2017
Q3
$651K Buy
+5,598
New +$610K 0.05% 352

Other funds holding ISRG

Sigma Planning Corp's ISRG Position: Q2 2026 in Review

Sigma Planning Corp reduced its Intuitive Surgical (ISRG) stake by 1.3% in Q2 2026, selling an estimated $45.4K and leaving 7,940 shares worth $3.16M. The position accounts for 0.08% of the portfolio, ranked #262.

Sigma Planning Corp first reported a position in ISRG in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.34M in Q4 2021. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Sigma Planning Corp held 7,940 shares of Intuitive Surgical worth $3.16M as of Q2 2026.
  • Sigma Planning Corp sold 104 Intuitive Surgical shares in Q2 2026, an estimated $45.4K.
  • Intuitive Surgical made up 0.08% of Sigma Planning Corp's portfolio in Q2 2026, its #262 holding.
  • Sigma Planning Corp first reported a position in Intuitive Surgical in Q3 2017 and has held it in 36 quarters since.
  • Sigma Planning Corp's Intuitive Surgical position peaked at $5.34M in Q4 2021.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.