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Ashford Capital Management’s Intuitive Surgical ISRG Stock Holding History

Ashford 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
Q2 		$3.07M Sell
7,727
-50
-0.6% -$21.8K 0.33% 56
2026
Q1 		$3.59M Buy
7,777
+634
+9% +$321K 0.44% 53
2025
Q4 		$4.05M Buy
7,143
+2,920
+69% +$1.55M 0.45% 50
2025
Q3 		$1.89M Buy
4,223
+442
+12% +$212K 0.21% 75
2025
Q2 		$2.05M Buy
3,781
+558
+17% +$292K 0.24% 57
2025
Q1 		$1.6M Buy
3,223
+2,773
+616% +$1.53M 0.21% 63
2024
Q4 		$235K Hold
450
– – 0.03% 99
2024
Q3 		$221K Hold
450
– – 0.03% 100
2024
Q2 		$200K Buy
+450
New +$179K 0.03% 96

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

Ashford Capital Management's ISRG Position: Q2 2026 in Review

Ashford Capital Management reduced its Intuitive Surgical (ISRG) stake by 0.64% in Q2 2026, selling an estimated $21.8K and leaving 7,727 shares worth $3.07M. The position accounts for 0.33% of the portfolio, ranked #56.

Ashford Capital Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.05M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ashford Capital Management held 7,727 shares of Intuitive Surgical worth $3.07M as of Q2 2026.
  • Ashford Capital Management sold 50 Intuitive Surgical shares in Q2 2026, an estimated $21.8K.
  • Intuitive Surgical made up 0.33% of Ashford Capital Management's portfolio in Q2 2026, its #56 holding.
  • Ashford Capital Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
  • Ashford Capital Management's Intuitive Surgical position peaked at $4.05M in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ashford Capital Management's 13F filing for Q2 2026, filed 21 Aug 2026.