Valley Wealth Managers’s Intuitive Surgical ISRG Stock Holding History

Valley Wealth Managers’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	$2.01M	Buy	4,954 +115	+2%	+$43.9K	0.11%	118
2026 Q2	$1.92M	Buy	4,839 +166	+4%	+$72.5K	0.11%	119
2026 Q1	$2.15M	Sell	4,673 -210	-4%	-$106K	0.14%	115
2025 Q4	$2.77M	Buy	4,883 +799	+20%	+$425K	0.18%	109
2025 Q3	$1.83M	Buy	4,084 +1,409	+53%	+$676K	0.12%	116
2025 Q2	$1.45M	Buy	+2,675	New	+$1.4M	0.1%	123

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

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

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

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Valley Wealth Managers's ISRG Position: Q3 2026 in Review

Valley Wealth Managers increased its Intuitive Surgical (ISRG) stake by 2.4% in Q3 2026, buying an estimated $43.9K and bringing the position to 4,954 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #118.

Valley Wealth Managers first reported a position in ISRG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2025. 94 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Valley Wealth Managers held 4,954 shares of Intuitive Surgical worth $2.01M as of Q3 2026.
Valley Wealth Managers bought 115 Intuitive Surgical shares in Q3 2026, an estimated $43.9K.
Intuitive Surgical made up 0.11% of Valley Wealth Managers's portfolio in Q3 2026, its #118 holding.
Valley Wealth Managers first reported a position in Intuitive Surgical in Q2 2025 and has held it in 6 quarters since.
Valley Wealth Managers's Intuitive Surgical position peaked at $2.77M in Q4 2025.
94 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.