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Aspen Grove Capital’s Intuitive Surgical ISRG Stock Holding History

Aspen Grove Capital’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 		– Sell
-469
Closed -$217K – 218
2026
Q1 		$217K Buy
469
+28
+6% +$14.2K 0.04% 183
2025
Q4 		$250K Sell
441
-13
-3% -$6.92K 0.04% 161
2025
Q3 		$203K Sell
454
-17
-4% -$8.16K 0.03% 198
2025
Q2 		$256K Buy
+471
New +$246K 0.04% 190

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 $3.38T AUM 44.17% 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

Aspen Grove Capital's ISRG Position: Q2 2026 in Review

Aspen Grove Capital sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 469 shares — an estimated $217K sold.

Aspen Grove Capital first reported a position in ISRG in Q2 2025 and held it in 4 quarters. The position peaked at $256K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Aspen Grove Capital reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Aspen Grove Capital sold 469 Intuitive Surgical shares in Q2 2026, an estimated $217K.
  • Aspen Grove Capital first reported a position in Intuitive Surgical in Q2 2025 and held it in 4 quarters.
  • Aspen Grove Capital's Intuitive Surgical position peaked at $256K in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.