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Aptus Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Aptus Capital 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 		$17.8M Sell
44,819
-15,347
-26% -$6.7M 0.12% 142
2026
Q1 		$27.7M Sell
60,166
-678
-1% -$343K 0.22% 92
2025
Q4 		$34.5M Buy
60,844
+2,816
+5% +$1.5M 0.25% 77
2025
Q3 		$26M Buy
58,028
+4,649
+9% +$2.23M 0.19% 111
2025
Q2 		$29M Buy
53,379
+5,771
+12% +$3.02M 0.24% 85
2025
Q1 		$23.6M Buy
47,608
+4,091
+9% +$2.26M 0.24% 91
2024
Q4 		$22.7M Buy
43,517
+13,367
+44% +$6.96M 0.24% 93
2024
Q3 		$14.8M Buy
30,150
+4,543
+18% +$2.12M 0.22% 110
2024
Q2 		$11.4M Buy
25,607
+19,950
+353% +$7.95M 0.2% 103
2024
Q1 		$2.26M Buy
5,657
+785
+16% +$297K 0.04% 285
2023
Q4 		$1.64M Sell
4,872
-6,430
-57% -$1.92M 0.04% 245
2023
Q3 		$3.3M Buy
11,302
+1,135
+11% +$354K 0.09% 171
2023
Q2 		$3.48M Buy
10,167
+142
+1% +$43K 0.08% 180
2023
Q1 		$2.56M Buy
10,025
+7,482
+294% +$1.84M 0.07% 191
2022
Q4 		$675K Sell
2,543
-11,404
-82% -$2.78M 0.02% 314
2022
Q3 		$2.61M Sell
13,947
-1,931
-12% -$415K 0.06% 177
2022
Q2 		$3.19M Sell
15,878
-706
-4% -$166K 0.08% 137
2022
Q1 		$5M Buy
16,584
+2,828
+21% +$826K 0.12% 103
2021
Q4 		$4.94M Sell
13,756
-470
-3% -$162K 0.15% 94
2021
Q3 		$4.71M Sell
14,226
-360
-2% -$121K 0.12% 93
2021
Q2 		$4.47M Hold
14,586
– – 0.13% 82
2021
Q1 		$3.59M Sell
14,586
-3,333
-19% -$839K 0.13% 88
2020
Q4 		$4.89M Buy
17,919
+1,284
+8% +$319K 0.22% 69
2020
Q3 		$3.93M Buy
16,635
+3,633
+28% +$816K 0.21% 74
2020
Q2 		$2.47M Buy
13,002
+11,529
+783% +$2.07M 0.16% 94
2020
Q1 		$243K Hold
1,473
– – 0.02% 243
2019
Q4 		$290K Hold
1,473
– – 0.02% 306
2019
Q3 		$265K Hold
1,473
– – 0.01% 329
2019
Q2 		$257K Hold
1,473
– – 0.04% 294
2019
Q1 		$280K Buy
+1,473
New +$262K 0.05% 264

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

Aptus Capital Advisors's ISRG Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 26% in Q2 2026, selling an estimated $6.7M and leaving 44,819 shares worth $17.8M. The position accounts for 0.12% of the portfolio, ranked #142.

Aptus Capital Advisors first reported a position in ISRG in Q1 2019 and has held it in 30 quarters since. The position peaked at $34.5M in Q4 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Aptus Capital Advisors held 44,819 shares of Intuitive Surgical worth $17.8M as of Q2 2026.
  • Aptus Capital Advisors sold 15,347 Intuitive Surgical shares in Q2 2026, an estimated $6.7M.
  • Intuitive Surgical made up 0.12% of Aptus Capital Advisors's portfolio in Q2 2026, its #142 holding.
  • Aptus Capital Advisors first reported a position in Intuitive Surgical in Q1 2019 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Intuitive Surgical position peaked at $34.5M in Q4 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.