VNA
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Valley National Advisers’s Intuitive Surgical ISRG Stock Holding History

Valley National Advisers’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley National Advisers's ISRG Position: Q1 2026 in Review

Valley National Advisers reduced its Intuitive Surgical (ISRG) stake by 51% in Q1 2026, selling an estimated $22.8K and leaving 43 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Valley National Advisers first reported a position in ISRG in Q3 2016 and has held it in 30 quarters since. The position peaked at $276K in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Valley National Advisers held 43 shares of Intuitive Surgical worth $19K as of Q1 2026.
  • Valley National Advisers sold 45 Intuitive Surgical shares in Q1 2026, an estimated $22.8K.
  • Intuitive Surgical made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #509 holding.
  • Valley National Advisers first reported a position in Intuitive Surgical in Q3 2016 and has held it in 30 quarters since.
  • Valley National Advisers's Intuitive Surgical position peaked at $276K in Q2 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.