Blume Capital Management’s Intuitive Surgical ISRG Stock Holding History

Blume 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	$149K	Hold	375	–	–	0.02%	137
2026 Q1	$173K	Hold	375	–	–	0.03%	120
2025 Q4	$212K	Sell	375 -40	-10%	-$21.3K	0.04%	112
2025 Q3	$186K	Hold	415	–	–	0.04%	117
2025 Q2	$226K	Sell	415 -2	-0.5%	-$1.05K	0.05%	108
2025 Q1	$207K	Buy	417 +2	+0.5%	+$1.11K	0.05%	109
2024 Q4	$217K	Sell	415 -8	-2%	-$4.17K	0.05%	105
2024 Q3	$208K	Buy	423 +8	+2%	+$3.72K	0.05%	109
2024 Q2	$185K	Sell	415 -25	-6%	-$9.96K	0.04%	107
2024 Q1	$176K	Sell	440 -19	-4%	-$7.18K	0.04%	106
2023 Q4	$155K	Hold	459	–	–	0.04%	111
2023 Q3	$134K	Hold	459	–	–	0.04%	119
2023 Q2	$157K	Hold	459	–	–	0.05%	99
2023 Q1	$117K	Hold	459	–	–	0.04%	118
2022 Q4	$122K	Hold	459	–	–	0.04%	117
2022 Q3	$86K	Hold	459	–	–	0.03%	125
2022 Q2	$92K	Hold	459	–	–	0.04%	128
2022 Q1	$138K	Hold	459	–	–	0.05%	101
2021 Q4	$165K	Hold	459	–	–	0.05%	101
2021 Q3	$152K	Hold	459	–	–	0.06%	102
2021 Q2	$141K	Hold	459	–	–	0.05%	101
2021 Q1	$113K	Buy	459 +369	+410%	+$92.8K	0.04%	110
2020 Q4	$25K	Hold	90	–	–	0.01%	149
2020 Q3	$21K	Hold	90	–	–	0.01%	151
2020 Q2	$17K	Hold	90	–	–	0.01%	154
2020 Q1	$14K	Hold	90	–	–	0.01%	162
2019 Q4	$17K	Hold	90	–	–	0.01%	167
2019 Q3	$16K	Hold	90	–	–	0.01%	168
2019 Q2	$16K	Hold	90	–	–	0.01%	161
2019 Q1	$17K	Hold	90	–	–	0.01%	166
2018 Q4	$14K	Hold	90	–	–	0.01%	178
2018 Q3	$17K	Hold	90	–	–	0.01%	152
2018 Q2	$14K	Hold	90	–	–	0.01%	157
2018 Q1	$12K	Hold	90	–	–	0.01%	170
2017 Q4	$11K	Hold	90	–	–	0.01%	184
2017 Q3	$10K	Buy	+90	New	+$9.81K	0.01%	194
2015 Q4	–	Sell	-90	Closed	-$5K	–	241
2015 Q3	$5K	Hold	90	–	–	﹤0.01%	207
2015 Q2	$5K	Hold	90	–	–	﹤0.01%	208
2015 Q1	$5K	Hold	90	–	–	﹤0.01%	251
2014 Q4	$5K	Hold	90	–	–	﹤0.01%	267
2014 Q3	$5K	Hold	90	–	–	﹤0.01%	171
2014 Q2	$4K	Hold	90	–	–	﹤0.01%	193
2014 Q1	$4K	Hold	90	–	–	﹤0.01%	216
2013 Q4	$4K	Buy	+90	New	+$3.79K	﹤0.01%	237

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Blume Capital Management held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 375 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #137.

Blume Capital Management first reported a position in ISRG in Q4 2013 and has held it in 44 quarters since. The position peaked at $226K in Q2 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Blume Capital Management held 375 shares of Intuitive Surgical worth $149K as of Q2 2026.
Blume Capital Management left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up 0.02% of Blume Capital Management's portfolio in Q2 2026, its #137 holding.
Blume Capital Management first reported a position in Intuitive Surgical in Q4 2013 and has held it in 44 quarters since.
Blume Capital Management's Intuitive Surgical position peaked at $226K in Q2 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.