Values First Advisors
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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
Q3 		– Sell
-834
Closed -$332K – 188
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% -$4.72K 0.25% 117
2020
Q2 		$224K Buy
+1,179
New +$211K 0.22% 124

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Values First Advisors's ISRG Position: Q3 2026 in Review

Values First Advisors sold out of Intuitive Surgical (ISRG) in Q3 2026, closing a stake of 834 shares — an estimated $332K sold.

Values First Advisors first reported a position in ISRG in Q2 2020 and held it in 25 quarters. The position peaked at $612K in Q4 2022. 770 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Values First Advisors reported no remaining Intuitive Surgical position as of Q3 2026 after selling out during the quarter.
  • Values First Advisors sold 834 Intuitive Surgical shares in Q3 2026, an estimated $332K.
  • Values First Advisors first reported a position in Intuitive Surgical in Q2 2020 and held it in 25 quarters.
  • Values First Advisors's Intuitive Surgical position peaked at $612K in Q4 2022.
  • 770 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.