VFA
ISRG icon

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
2021
Q4 		– Sell
-10,500
Closed -$3.48M – 611
2021
Q3 		$3.48M Buy
+10,500
New +$3.53M 0.2% 74

Other funds holding ISRG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

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. 1,014 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.
  • 1,014 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.