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Values First Advisors’s Intuitive Surgical ISRG Stock Holding History

Values First 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 		$332K Buy
834
+152
+22% +$66.4K 0.15% 144
2026
Q1 		$314K Buy
682
+5
+0.7% +$2.53K 0.16% 131
2025
Q4 		$384K Sell
677
-100
-13% -$53.2K 0.2% 118
2025
Q3 		$348K Sell
777
-40
-5% -$19.2K 0.19% 125
2025
Q2 		$444K Sell
817
-13
-2% -$6.8K 0.24% 113
2025
Q1 		$410K Sell
830
-4
-0.5% -$2.21K 0.24% 115
2024
Q4 		$435K Buy
834
+16
+2% +$8.33K 0.24% 107
2024
Q3 		$402K Buy
818
+10
+1% +$4.66K 0.22% 107
2024
Q2 		$360K Buy
808
+197
+32% +$78.5K 0.22% 106
2024
Q1 		$244K Sell
611
-900
-60% -$340K 0.14% 141
2023
Q4 		$510K Buy
1,511
+371
+33% +$111K 0.31% 101
2023
Q3 		$333K Sell
1,140
-623
-35% -$195K 0.22% 115
2023
Q2 		$603K Sell
1,763
-70
-4% -$21.2K 0.36% 85
2023
Q1 		$468K Sell
1,833
-472
-20% -$116K 0.3% 95
2022
Q4 		$612K Buy
2,305
+268
+13% +$65.3K 0.43% 66
2022
Q3 		$382K Buy
2,037
+244
+14% +$52.4K 0.27% 99
2022
Q2 		$360K Buy
1,793
+574
+47% +$135K 0.26% 105
2022
Q1 		$368K Buy
1,219
+101
+9% +$29.5K 0.23% 113
2021
Q4 		$402K Buy
1,118
+62
+6% +$21.3K 0.24% 110
2021
Q3 		$350K Sell
1,056
-138
-12% -$46.3K 0.23% 117
2021
Q2 		$366K Sell
1,194
-81
-6% -$22.7K 0.25% 115
2021
Q1 		$314K Buy
1,275
+120
+10% +$30.2K 0.23% 122
2020
Q4 		$315K Sell
1,155
-3
-0.3% -$745 0.25% 115
2020
Q3 		$274K Sell
1,158
-21
-2% -$4.71K 0.25% 117
2020
Q2 		$224K Buy
+1,179
New +$211K 0.22% 124

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 $3.37T AUM 44.26% 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

Values First Advisors's ISRG Position: Q2 2026 in Review

Values First Advisors increased its Intuitive Surgical (ISRG) stake by 22% in Q2 2026, buying an estimated $66.4K and bringing the position to 834 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #144.

Values First Advisors first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $612K in Q4 2022. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Values First Advisors held 834 shares of Intuitive Surgical worth $332K as of Q2 2026.
  • Values First Advisors bought 152 Intuitive Surgical shares in Q2 2026, an estimated $66.4K.
  • Intuitive Surgical made up 0.15% of Values First Advisors's portfolio in Q2 2026, its #144 holding.
  • Values First Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • Values First Advisors's Intuitive Surgical position peaked at $612K in Q4 2022.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.