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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
Q2 		$455K Sell
1,144
-51
-4% -$22.3K ﹤0.01% 522
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valmark Advisers's ISRG Position: Q2 2026 in Review

Valmark Advisers reduced its Intuitive Surgical (ISRG) stake by 4.3% in Q2 2026, selling an estimated $22.3K and leaving 1,144 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Valmark Advisers first reported a position in ISRG in Q3 2018 and has held it in 23 quarters since. The position peaked at $621K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Valmark Advisers held 1,144 shares of Intuitive Surgical worth $455K as of Q2 2026.
  • Valmark Advisers sold 51 Intuitive Surgical shares in Q2 2026, an estimated $22.3K.
  • Intuitive Surgical made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #522 holding.
  • Valmark Advisers first reported a position in Intuitive Surgical in Q3 2018 and has held it in 23 quarters since.
  • Valmark Advisers's Intuitive Surgical position peaked at $621K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.