Valeo 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 | $1.02M | Sell |
2,574
-839
| -25% | -$367K | 0.02% | 305 |
|
|
2026
Q1 | $1.57M | Sell |
3,413
-1,528
| -31% | -$773K | 0.04% | 190 |
|
|
2025
Q4 | $2.8M | Buy |
4,941
+21
| +0.4% | +$11.2K | 0.06% | 141 |
|
|
2025
Q3 | $2.2M | Buy |
4,920
+368
| +8% | +$177K | 0.05% | 156 |
|
|
2025
Q2 | $2.47M | Buy |
4,552
+302
| +7% | +$158K | 0.06% | 149 |
|
|
2025
Q1 | $2.1M | Buy |
4,250
+57
| +1% | +$31.5K | 0.06% | 150 |
|
|
2024
Q4 | $2.19M | Buy |
4,193
+74
| +2% | +$38.5K | 0.06% | 144 |
|
|
2024
Q3 | $2.02M | Buy |
4,119
+480
| +13% | +$223K | 0.06% | 156 |
|
|
2024
Q2 | $1.62M | Buy |
3,639
+326
| +10% | +$130K | 0.05% | 169 |
|
|
2024
Q1 | $1.24M | Buy |
3,313
+364
| +12% | +$138K | 0.04% | 201 |
|
|
2023
Q4 | $995K | Sell |
2,949
-543
| -16% | -$162K | 0.04% | 221 |
|
|
2023
Q3 | $1.02M | Buy |
3,492
+567
| +19% | +$177K | 0.05% | 205 |
|
|
2023
Q2 | $1M | Sell |
2,925
-980
| -25% | -$297K | 0.05% | 205 |
|
|
2023
Q1 | $998K | Sell |
3,905
-1,490
| -28% | -$367K | 0.05% | 214 |
|
|
2022
Q4 | $1.43M | Buy |
5,395
+100
| +2% | +$24.4K | 0.08% | 147 |
|
|
2022
Q3 | $992K | Buy |
+5,295
| New | +$1.14M | 0.06% | 160 |
|
|
2022
Q2 | – | Sell |
-1,274
| Closed | -$396K | – | 576 |
|
|
2022
Q1 | $396K | Buy |
1,274
+243
| +24% | +$71K | 0.02% | 379 |
|
|
2021
Q4 | $370K | Buy |
1,031
+623
| +153% | +$214K | 0.02% | 369 |
|
|
2021
Q3 | $135K | Buy |
+408
| New | +$137K | 0.01% | 526 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$74K | – | 1156 |
|
|
2021
Q1 | $74K | Sell |
300
-48
| -14% | -$12.1K | ﹤0.01% | 718 |
|
|
2020
Q4 | $95K | Sell |
348
-237
| -41% | -$58.8K | ﹤0.01% | 592 |
|
|
2020
Q3 | $138K | Sell |
585
-339
| -37% | -$76.1K | 0.01% | 405 |
|
|
2020
Q2 | $176K | Buy |
924
+300
| +48% | +$53.8K | 0.02% | 348 |
|
|
2020
Q1 | $105K | Sell |
624
-15
| -2% | -$2.75K | 0.01% | 415 |
|
|
2019
Q4 | $126K | Hold |
639
| – | – | 0.01% | 413 |
|
|
2019
Q3 | $115K | Buy |
639
+48
| +8% | +$8.3K | 0.01% | 403 |
|
|
2019
Q2 | $103K | Sell |
591
-153
| -21% | -$26.2K | 0.01% | 427 |
|
|
2019
Q1 | $142K | Buy |
744
+165
| +28% | +$29.3K | 0.02% | 344 |
|
|
2018
Q4 | $92K | Sell |
579
-27
| -4% | -$4.58K | 0.01% | 393 |
|
|
2018
Q3 | $104K | Sell |
606
-1,059
| -64% | -$188K | 0.01% | 391 |
|
|
2018
Q2 | $289K | Buy |
1,665
+1,062
| +176% | +$162K | 0.04% | 233 |
|
|
2018
Q1 | $83K | Hold |
603
| – | – | 0.01% | 398 |
|
|
2017
Q4 | $73K | Buy |
603
+27
| +5% | +$3.38K | 0.01% | 403 |
|
|
2017
Q3 | $67K | Buy |
+576
| New | +$62.8K | 0.02% | 356 |
|
Other funds holding ISRG
Valeo Financial Advisors's ISRG Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 25% in Q2 2026, selling an estimated $367K and leaving 2,574 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #305.
Valeo Financial Advisors first reported a position in ISRG in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.8M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Valeo Financial Advisors held 2,574 shares of Intuitive Surgical worth $1.02M as of Q2 2026.
- Valeo Financial Advisors sold 839 Intuitive Surgical shares in Q2 2026, an estimated $367K.
- Intuitive Surgical made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #305 holding.
- Valeo Financial Advisors first reported a position in Intuitive Surgical in Q3 2017 and has held it in 34 quarters since.
- Valeo Financial Advisors's Intuitive Surgical position peaked at $2.8M in Q4 2025.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.