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Valeo Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Valeo Financial Advisors’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
Q3 		$40.7K Buy
+100
New +$38.2K ﹤0.01% 831

Other funds holding ISRG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Valeo Financial Advisors's ISRG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 2.9% in Q3 2026, selling an estimated $28.6K and leaving 2,499 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #302.

Valeo Financial Advisors first reported a position in ISRG in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.8M in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Valeo Financial Advisors held 2,499 shares of Intuitive Surgical worth $1.02M as of Q3 2026.
  • Valeo Financial Advisors sold 75 Intuitive Surgical shares in Q3 2026, an estimated $28.6K.
  • Intuitive Surgical made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #302 holding.
  • Valeo Financial Advisors first reported a position in Intuitive Surgical in Q3 2017 and has held it in 35 quarters since.
  • Valeo Financial Advisors's Intuitive Surgical position peaked at $2.8M in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.