Valued Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Valued Wealth Advisors’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	$10.3K	Sell	26 -3	-10%	-$1.31K	﹤0.01%	303
2026 Q1	$13.4K	Buy	29 +4	+16%	+$2.02K	0.01%	243
2025 Q4	$14.2K	Buy	25 +2	+9%	+$1.06K	0.01%	190
2025 Q3	$10.3K	Sell	23 -2	-8%	-$960	﹤0.01%	209
2025 Q2	$13.6K	Sell	25 -1	-4%	-$523	0.01%	187
2025 Q1	$12.9K	Buy	26 +1	+4%	+$553	0.01%	199
2024 Q4	$13K	Sell	25 -5	-17%	-$2.6K	0.01%	198
2024 Q3	$14.7K	Buy	30 +5	+20%	+$2.33K	0.01%	179
2024 Q2	$11.1K	Buy	25 +8	+47%	+$3.19K	0.01%	185
2024 Q1	$6.79K	Buy	17 +2	+13%	+$756	﹤0.01%	227
2023 Q4	$4.38K	Buy	+15	New	+$4.47K	﹤0.01%	210

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Valued Wealth Advisors's ISRG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 10% in Q2 2026, selling an estimated $1.31K and leaving 26 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Valued Wealth Advisors first reported a position in ISRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7K in Q3 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Valued Wealth Advisors held 26 shares of Intuitive Surgical worth $10.3K as of Q2 2026.
Valued Wealth Advisors sold 3 Intuitive Surgical shares in Q2 2026, an estimated $1.31K.
Intuitive Surgical made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #303 holding.
Valued Wealth Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Intuitive Surgical position peaked at $14.7K in Q3 2024.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.