Adalta Capital Management’s Intuitive Surgical ISRG Stock Holding History

Adalta Capital Management’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	$423K	Buy	1,040 +665	+177%	+$254K	0.18%	69
2026 Q2	$149K	Hold	375	–	–	0.07%	100
2026 Q1	$173K	Hold	375	–	–	0.08%	91
2025 Q4	$212K	Hold	375	–	–	0.09%	80
2025 Q3	$168K	Hold	375	–	–	0.08%	87
2025 Q2	$204K	Hold	375	–	–	0.1%	70
2025 Q1	$186K	Hold	375	–	–	0.1%	74
2024 Q4	$196K	Hold	375	–	–	0.1%	71
2024 Q3	$184K	Hold	375	–	–	0.1%	75
2024 Q2	$167K	Hold	375	–	–	0.09%	78
2024 Q1	$150K	Hold	375	–	–	0.08%	80
2023 Q4	$127K	Hold	375	–	–	0.08%	80
2023 Q3	$110K	Hold	375	–	–	0.08%	77
2023 Q2	$128K	Hold	375	–	–	0.09%	73
2023 Q1	$96K	Hold	375	–	–	0.07%	75
2022 Q4	$100K	Hold	375	–	–	0.07%	80
2022 Q3	$70K	Hold	375	–	–	0.05%	83
2022 Q2	$75K	Buy	+375	New	+$88K	0.05%	90

Other funds holding ISRG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Adalta Capital Management's ISRG Position: Q3 2026 in Review

Adalta Capital Management increased its Intuitive Surgical (ISRG) stake by 177% in Q3 2026, buying an estimated $254K and bringing the position to 1,040 shares worth $423K. The position accounts for 0.18% of the portfolio, ranked #69.

Adalta Capital Management first reported a position in ISRG in Q2 2022 and has held it in 18 quarters since. 1,919 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Adalta Capital Management held 1,040 shares of Intuitive Surgical worth $423K as of Q3 2026.
Adalta Capital Management bought 665 Intuitive Surgical shares in Q3 2026, an estimated $254K.
Intuitive Surgical made up 0.18% of Adalta Capital Management's portfolio in Q3 2026, its #69 holding.
Adalta Capital Management first reported a position in Intuitive Surgical in Q2 2022 and has held it in 18 quarters since.
1,919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Adalta Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.