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Valmark Advisers’s Intuitive Surgical ISRG Stock Holding History

Valmark 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 		$551K Buy
1,195
+98
+9% +$49.6K 0.01% 449
2025
Q4 		$621K Buy
1,097
+101
+10% +$53.8K 0.01% 409
2025
Q3 		$445K Buy
996
+7
+0.7% +$3.36K 0.01% 456
2025
Q2 		$537K Buy
989
+7
+0.7% +$3.66K 0.01% 433
2025
Q1 		$486K Buy
982
+80
+9% +$44.2K 0.01% 427
2024
Q4 		$471K Sell
902
-33
-4% -$17.2K 0.01% 430
2024
Q3 		$459K Buy
935
+26
+3% +$12.1K 0.01% 427
2024
Q2 		$404K Buy
909
+55
+6% +$21.9K 0.01% 425
2024
Q1 		$341K Buy
854
+26
+3% +$9.82K 0.01% 435
2023
Q4 		$279K Hold
828
– – 0.01% 434
2023
Q3 		$242K Hold
828
– – 0.01% 430
2023
Q2 		$283K Sell
828
-3
-0.4% -$908 0.01% 408
2023
Q1 		$212K Sell
831
-28
-3% -$6.9K ﹤0.01% 451
2022
Q4 		$228K Buy
+859
New +$209K 0.01% 407
2022
Q2 		– Sell
-844
Closed -$255K – 419
2022
Q1 		$255K Buy
844
+84
+11% +$24.5K ﹤0.01% 389
2021
Q4 		$273K Sell
760
-143
-16% -$49.2K ﹤0.01% 364
2021
Q3 		$299K Buy
903
+78
+9% +$26.2K 0.01% 326
2021
Q2 		$253K Hold
825
– – ﹤0.01% 351
2021
Q1 		$203K Sell
825
-24
-3% -$6.04K ﹤0.01% 366
2020
Q4 		$232K Sell
849
-81
-9% -$20.1K ﹤0.01% 323
2020
Q3 		$220K Buy
+930
New +$209K 0.01% 278
2018
Q4 		– Sell
-1,089
Closed -$208K – 208
2018
Q3 		$208K Buy
+1,089
New +$193K ﹤0.01% 192

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

Valmark Advisers's ISRG Position: Q1 2026 in Review

Valmark Advisers increased its Intuitive Surgical (ISRG) stake by 8.9% in Q1 2026, buying an estimated $49.6K and bringing the position to 1,195 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #449.

Valmark Advisers first reported a position in ISRG in Q3 2018 and has held it in 22 quarters since. The position peaked at $621K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Valmark Advisers held 1,195 shares of Intuitive Surgical worth $551K as of Q1 2026.
  • Valmark Advisers bought 98 Intuitive Surgical shares in Q1 2026, an estimated $49.6K.
  • Intuitive Surgical made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #449 holding.
  • Valmark Advisers first reported a position in Intuitive Surgical in Q3 2018 and has held it in 22 quarters since.
  • Valmark Advisers's Intuitive Surgical position peaked at $621K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.