Valicenti Advisory Services’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 | $11.9M | Buy |
29,800
+72
| +0.2% | +$31.5K | 2.24% | 14 |
|
|
2026
Q1 | $13.7M | Sell |
29,728
-98
| -0.3% | -$49.6K | 2.99% | 13 |
|
|
2025
Q4 | $16.9M | Sell |
29,826
-136
| -0.5% | -$72.4K | 3.53% | 7 |
|
|
2025
Q3 | $13.4M | Buy |
29,962
+2,335
| +8% | +$1.12M | 2.87% | 10 |
|
|
2025
Q2 | $15M | Sell |
27,627
-217
| -0.8% | -$113K | 3.51% | 6 |
|
|
2025
Q1 | $13.8M | Sell |
27,844
-2,435
| -8% | -$1.35M | 3.55% | 6 |
|
|
2024
Q4 | $15.8M | Sell |
30,279
-1,000
| -3% | -$521K | 3.94% | 6 |
|
|
2024
Q3 | $15.4M | Sell |
31,279
-1,176
| -4% | -$547K | 3.95% | 5 |
|
|
2024
Q2 | $14.4M | Sell |
32,455
-503
| -2% | -$200K | 3.88% | 7 |
|
|
2024
Q1 | $13.2M | Sell |
32,958
-454
| -1% | -$172K | 3.66% | 7 |
|
|
2023
Q4 | $11.3M | Sell |
33,412
-77
| -0.2% | -$23K | 3.43% | 7 |
|
|
2023
Q3 | $9.79M | Sell |
33,489
-247
| -0.7% | -$77.1K | 3.34% | 7 |
|
|
2023
Q2 | $11.5M | Sell |
33,736
-375
| -1% | -$113K | 3.66% | 6 |
|
|
2023
Q1 | $8.71M | Buy |
34,111
+698
| +2% | +$172K | 2.9% | 7 |
|
|
2022
Q4 | $8.87M | Sell |
33,413
-1,677
| -5% | -$409K | 3.23% | 6 |
|
|
2022
Q3 | $6.58M | Sell |
35,090
-3
| -0% | -$644 | 2.4% | 13 |
|
|
2022
Q2 | $7.04M | Buy |
35,093
+1,252
| +4% | +$294K | 2.3% | 13 |
|
|
2022
Q1 | $10.2M | Buy |
33,841
+726
| +2% | +$212K | 2.68% | 7 |
|
|
2021
Q4 | $11.9M | Buy |
33,115
+43
| +0.1% | +$14.8K | 2.96% | 7 |
|
|
2021
Q3 | $11M | Sell |
33,072
-3,390
| -9% | -$1.14M | 2.97% | 6 |
|
|
2021
Q2 | $11.2M | Sell |
36,462
-1,167
| -3% | -$327K | 3.09% | 5 |
|
|
2021
Q1 | $9.27M | Buy |
37,629
+687
| +2% | +$173K | 2.75% | 12 |
|
|
2020
Q4 | $10.1M | Sell |
36,942
-384
| -1% | -$95.3K | 3.26% | 5 |
|
|
2020
Q3 | $8.83M | Buy |
37,326
+90
| +0.2% | +$20.2K | 3.29% | 7 |
|
|
2020
Q2 | $7.07M | Buy |
37,236
+435
| +1% | +$78K | 2.88% | 9 |
|
|
2020
Q1 | $6.08M | Buy |
36,801
+1,446
| +4% | +$265K | 3.04% | 8 |
|
|
2019
Q4 | $6.97M | Sell |
35,355
-1,530
| -4% | -$286K | 2.92% | 8 |
|
|
2019
Q3 | $6.64M | Sell |
36,885
-225
| -0.6% | -$38.9K | 3.15% | 7 |
|
|
2019
Q2 | $6.49M | Buy |
37,110
+315
| +0.9% | +$54K | 3.16% | 7 |
|
|
2019
Q1 | $7M | Sell |
36,795
-1,158
| -3% | -$206K | 3.34% | 6 |
|
|
2018
Q4 | $6.06M | Buy |
37,953
+1,668
| +5% | +$283K | 3.03% | 7 |
|
|
2018
Q3 | $6.94M | Sell |
36,285
-10,002
| -22% | -$1.78M | 3.01% | 7 |
|
|
2018
Q2 | $7.38M | Sell |
46,287
-2,175
| -4% | -$332K | 3.4% | 6 |
|
|
2018
Q1 | $6.67M | Sell |
48,462
-1,875
| -4% | -$262K | 3.15% | 6 |
|
|
2017
Q4 | $6.12M | Sell |
50,337
-2,340
| -4% | -$293K | 3.05% | 7 |
|
|
2017
Q3 | $6.12M | Sell |
52,677
-2,520
| -5% | -$275K | 3.08% | 7 |
|
|
2017
Q2 | $5.74M | Sell |
55,197
-3,078
| -5% | -$296K | 3.07% | 7 |
|
|
2017
Q1 | $4.96M | Sell |
58,275
-1,080
| -2% | -$85.3K | 2.75% | 10 |
|
|
2016
Q4 | $4.18M | Buy |
59,355
+90
| +0.2% | +$6.62K | 2.61% | 15 |
|
|
2016
Q3 | $4.77M | Sell |
59,265
-630
| -1% | -$48.2K | 3.12% | 10 |
|
|
2016
Q2 | $4.4M | Sell |
59,895
-450
| -0.7% | -$31.7K | 2.79% | 15 |
|
|
2016
Q1 | $4.03M | Sell |
60,345
-4,086
| -6% | -$253K | 2.65% | 18 |
|
|
2015
Q4 | $3.91M | Sell |
64,431
-90
| -0.1% | -$5.05K | 2.64% | 19 |
|
|
2015
Q3 | $3.29M | Sell |
64,521
-27
| -0% | -$1.53K | 2.17% | 18 |
|
|
2015
Q2 | $3.48M | Buy |
64,548
+360
| +0.6% | +$20.1K | 2.22% | 18 |
|
|
2015
Q1 | $3.6M | Sell |
64,188
-387
| -0.6% | -$21.9K | 2.25% | 18 |
|
|
2014
Q4 | $3.79M | Sell |
64,575
-720
| -1% | -$40.1K | 2.27% | 20 |
|
|
2014
Q3 | $3.35M | Sell |
65,295
-225
| -0.3% | -$11.2K | 2.05% | 25 |
|
|
2014
Q2 | $3M | Sell |
65,520
-4,950
| -7% | -$218K | 1.95% | 27 |
|
|
2014
Q1 | $3.43M | Sell |
70,470
-1,845
| -3% | -$86.9K | 2.17% | 19 |
|
|
2013
Q4 | $3.09M | Buy |
72,315
+22,365
| +45% | +$941K | 1.93% | 22 |
|
|
2013
Q3 | $2.09M | Sell |
49,950
-765
| -2% | -$33.8K | 1.43% | 29 |
|
|
2013
Q2 | $2.85M | Buy |
+50,715
| New | +$2.79M | 2.05% | 22 |
|
Other funds holding ISRG
RG
HAM
CAM
ATO
SP
Valicenti Advisory Services's ISRG Position: Q2 2026 in Review
Valicenti Advisory Services increased its Intuitive Surgical (ISRG) stake by 0.24% in Q2 2026, buying an estimated $31.5K and bringing the position to 29,800 shares worth $11.9M. The position accounts for 2.24% of the portfolio, ranked #14.
Valicenti Advisory Services first reported a position in ISRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.9M in Q4 2025. 664 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Valicenti Advisory Services held 29,800 shares of Intuitive Surgical worth $11.9M as of Q2 2026.
- Valicenti Advisory Services bought 72 Intuitive Surgical shares in Q2 2026, an estimated $31.5K.
- Intuitive Surgical made up 2.24% of Valicenti Advisory Services's portfolio in Q2 2026, its #14 holding.
- Valicenti Advisory Services first reported a position in Intuitive Surgical in Q2 2013 and has held it in 53 quarters since.
- Valicenti Advisory Services's Intuitive Surgical position peaked at $16.9M in Q4 2025.
- 664 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.