Valley National Advisers’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 | $15.1K | Sell |
38
-5
| -12% | -$2.18K | ﹤0.01% | 563 |
|
|
2026
Q1 | $19K | Sell |
43
-45
| -51% | -$22.8K | ﹤0.01% | 509 |
|
|
2025
Q4 | $49K | Buy |
88
+6
| +7% | +$3.19K | 0.01% | 403 |
|
|
2025
Q3 | $36K | Sell |
82
-106
| -56% | -$50.9K | 0.01% | 417 |
|
|
2025
Q2 | $101K | Sell |
188
-2
| -1% | -$1.05K | 0.02% | 302 |
|
|
2025
Q1 | $93K | Buy |
190
+130
| +217% | +$71.9K | 0.02% | 301 |
|
|
2024
Q4 | $31K | Buy |
60
+10
| +20% | +$5.21K | 0.01% | 403 |
|
|
2024
Q3 | $24K | Sell |
50
-572
| -92% | -$266K | ﹤0.01% | 427 |
|
|
2024
Q2 | $276K | Buy |
622
+141
| +29% | +$56.2K | 0.04% | 211 |
|
|
2024
Q1 | $191K | Buy |
481
+122
| +34% | +$46.1K | 0.03% | 244 |
|
|
2023
Q4 | $121K | Buy |
359
+23
| +7% | +$6.86K | 0.02% | 288 |
|
|
2023
Q3 | $98K | Buy |
336
+7
| +2% | +$2.19K | 0.02% | 301 |
|
|
2023
Q2 | $113K | Buy |
329
+49
| +18% | +$14.8K | 0.02% | 288 |
|
|
2023
Q1 | $84K | Buy |
280
+110
| +65% | +$27.1K | 0.01% | 322 |
|
|
2022
Q4 | $44K | Sell |
170
-4
| -2% | -$975 | 0.01% | 394 |
|
|
2022
Q3 | $34K | Sell |
174
-11
| -6% | -$2.36K | 0.01% | 427 |
|
|
2022
Q2 | $39K | Buy |
185
+59
| +47% | +$13.8K | 0.01% | 382 |
|
|
2022
Q1 | $38K | Buy |
126
+26
| +26% | +$7.6K | 0.01% | 421 |
|
|
2021
Q4 | $36K | Sell |
100
-2
| -2% | -$688 | 0.01% | 410 |
|
|
2021
Q3 | $34K | Buy |
102
+12
| +13% | +$4.03K | 0.01% | 392 |
|
|
2021
Q2 | $28K | Buy |
90
+24
| +36% | +$6.73K | 0.01% | 436 |
|
|
2021
Q1 | $16K | Buy |
66
+24
| +57% | +$6.04K | ﹤0.01% | 486 |
|
|
2020
Q4 | $11K | Hold |
42
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $10K | Hold |
42
| – | – | ﹤0.01% | 478 |
|
|
2020
Q2 | $8K | Hold |
42
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $7K | Hold |
42
| – | – | ﹤0.01% | 504 |
|
|
2019
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 550 |
|
|
2019
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 535 |
|
|
2019
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $8K | Buy |
+42
| New | +$7.46K | ﹤0.01% | 502 |
|
|
2016
Q4 | – | Sell |
-9
| Closed | -$1K | – | 687 |
|
|
2016
Q3 | $1K | Buy |
+9
| New | +$689 | ﹤0.01% | 578 |
|
Other funds holding ISRG
Valley National Advisers's ISRG Position: Q2 2026 in Review
Valley National Advisers reduced its Intuitive Surgical (ISRG) stake by 12% in Q2 2026, selling an estimated $2.18K and leaving 38 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #563.
Valley National Advisers first reported a position in ISRG in Q3 2016 and has held it in 31 quarters since. The position peaked at $276K in Q2 2024. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Valley National Advisers held 38 shares of Intuitive Surgical worth $15.1K as of Q2 2026.
- Valley National Advisers sold 5 Intuitive Surgical shares in Q2 2026, an estimated $2.18K.
- Intuitive Surgical made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #563 holding.
- Valley National Advisers first reported a position in Intuitive Surgical in Q3 2016 and has held it in 31 quarters since.
- Valley National Advisers's Intuitive Surgical position peaked at $276K in Q2 2024.
- 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.