Advisors Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $900K | Sell |
2,262
-4,324
| -66% | -$1.89M | 0.01% | 354 |
|
|
2026
Q1 | $3.04M | Sell |
6,586
-99
| -1% | -$50.1K | 0.04% | 247 |
|
|
2025
Q4 | $3.79M | Sell |
6,685
-145
| -2% | -$77.2K | 0.04% | 236 |
|
|
2025
Q3 | $3.05M | Buy |
6,830
+216
| +3% | +$104K | 0.04% | 246 |
|
|
2025
Q2 | $3.59M | Buy |
6,614
+24
| +0.4% | +$12.5K | 0.05% | 225 |
|
|
2025
Q1 | $3.26M | Buy |
6,590
+3,678
| +126% | +$2.03M | 0.05% | 226 |
|
|
2024
Q4 | $1.52M | Buy |
2,912
+165
| +6% | +$85.9K | 0.02% | 266 |
|
|
2024
Q3 | $1.35M | Buy |
2,747
+39
| +1% | +$18.2K | 0.02% | 268 |
|
|
2024
Q2 | $1.21M | Buy |
2,708
+1,377
| +103% | +$548K | 0.02% | 277 |
|
|
2024
Q1 | $531K | Buy |
1,331
+53
| +4% | +$20K | 0.01% | 355 |
|
|
2023
Q4 | $431K | Buy |
1,278
+79
| +7% | +$23.5K | 0.01% | 361 |
|
|
2023
Q3 | $351K | Buy |
1,199
+61
| +5% | +$19.1K | 0.01% | 340 |
|
|
2023
Q2 | $389K | Buy |
1,138
+78
| +7% | +$23.6K | 0.01% | 343 |
|
|
2023
Q1 | $271K | Buy |
1,060
+26
| +3% | +$6.41K | 0.01% | 383 |
|
|
2022
Q4 | $274K | Sell |
1,034
-7
| -0.7% | -$1.71K | 0.01% | 386 |
|
|
2022
Q3 | $270K | Buy |
1,041
+30
| +3% | +$6.44K | 0.01% | 402 |
|
|
2022
Q2 | $203K | Sell |
1,011
-196
| -16% | -$46K | 0.01% | 419 |
|
|
2022
Q1 | $364K | Sell |
1,207
-59
| -5% | -$17.2K | 0.01% | 339 |
|
|
2021
Q4 | $455K | Buy |
1,266
+99
| +8% | +$34.1K | 0.01% | 321 |
|
|
2021
Q3 | $387K | Buy |
1,167
+15
| +1% | +$5.04K | 0.01% | 323 |
|
|
2021
Q2 | $353K | Buy |
1,152
+30
| +3% | +$8.42K | 0.01% | 312 |
|
|
2021
Q1 | $276K | Buy |
1,122
+42
| +4% | +$10.6K | 0.01% | 325 |
|
|
2020
Q4 | $294K | Sell |
1,080
-582
| -35% | -$145K | 0.01% | 294 |
|
|
2020
Q3 | $394K | Sell |
1,662
-21
| -1% | -$4.71K | 0.02% | 250 |
|
|
2020
Q2 | $320K | Sell |
1,683
-9
| -0.5% | -$1.61K | 0.02% | 253 |
|
|
2020
Q1 | $279K | Sell |
1,692
-282
| -14% | -$51.6K | 0.02% | 245 |
|
|
2019
Q4 | $389K | Buy |
1,974
+204
| +12% | +$38.2K | 0.02% | 271 |
|
|
2019
Q3 | $319K | Buy |
1,770
+24
| +1% | +$4.15K | 0.02% | 255 |
|
|
2019
Q2 | $305K | Buy |
1,746
+126
| +8% | +$21.6K | 0.02% | 244 |
|
|
2019
Q1 | $311K | Sell |
1,620
-9
| -0.6% | -$1.6K | 0.02% | 234 |
|
|
2018
Q4 | $260K | Hold |
1,629
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $312K | Hold |
1,629
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $260K | Buy |
1,629
+9
| +0.6% | +$1.37K | 0.02% | 197 |
|
|
2018
Q1 | $223K | Sell |
1,620
-105
| -6% | -$14.7K | 0.02% | 185 |
|
|
2017
Q4 | $210K | Sell |
1,725
-75
| -4% | -$9.39K | 0.02% | 185 |
|
|
2017
Q3 | $209K | Buy |
+1,800
| New | +$196K | 0.02% | 177 |
|
Other funds holding ISRG
Advisors Capital Management's ISRG Position: Q2 2026 in Review
Advisors Capital Management reduced its Intuitive Surgical (ISRG) stake by 66% in Q2 2026, selling an estimated $1.89M and leaving 2,262 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #354.
Advisors Capital Management first reported a position in ISRG in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.79M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Advisors Capital Management held 2,262 shares of Intuitive Surgical worth $900K as of Q2 2026.
- Advisors Capital Management sold 4,324 Intuitive Surgical shares in Q2 2026, an estimated $1.89M.
- Intuitive Surgical made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #354 holding.
- Advisors Capital Management first reported a position in Intuitive Surgical in Q3 2017 and has held it in 36 quarters since.
- Advisors Capital Management's Intuitive Surgical position peaked at $3.79M in Q4 2025.
- 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.