CWM
ISRG icon

Calamos Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Calamos Wealth 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 		$9.93M Sell
24,975
-2,000
-7% -$874K 0.3% 72
2026
Q1 		$12.4M Buy
26,975
+26,239
+3,565% +$13.3M 0.43% 48
2025
Q4 		$417K Buy
+736
New +$392K 0.01% 295
2025
Q3 		– Sell
-16,646
Closed -$9.05M – 439
2025
Q2 		$9.05M Buy
+16,646
New +$8.7M 0.38% 61
2022
Q3 		– Sell
-1,165
Closed -$234K – 331
2022
Q2 		$234K Sell
1,165
-40
-3% -$9.38K 0.02% 287
2022
Q1 		$364K Sell
1,205
-134
-10% -$39.1K 0.03% 263
2021
Q4 		$481K Sell
1,339
-95
-7% -$32.7K 0.04% 239
2021
Q3 		$475K Sell
1,434
-24
-2% -$8.06K 0.04% 227
2021
Q2 		$447K Sell
1,458
-6
-0.4% -$1.68K 0.03% 238
2021
Q1 		$361K Sell
1,464
-18
-1% -$4.53K 0.03% 247
2020
Q4 		$404K Sell
1,482
-18
-1% -$4.47K 0.04% 229
2020
Q3 		$355K Sell
1,500
-105
-7% -$23.6K 0.04% 215
2020
Q2 		$305K Sell
1,605
-336
-17% -$60.2K 0.04% 224
2020
Q1 		$320K Sell
1,941
-711
-27% -$130K 0.05% 196
2019
Q4 		$523K Buy
2,652
+54
+2% +$10.1K 0.06% 169
2019
Q3 		$468K Sell
2,598
-66
-2% -$11.4K 0.06% 170
2019
Q2 		$466K Sell
2,664
-342
-11% -$58.6K 0.06% 167
2019
Q1 		$572K Buy
+3,006
New +$534K 0.08% 153
2016
Q4 		– Sell
-12,078
Closed -$973K – 228
2016
Q3 		$973K Sell
12,078
-1,512
-11% -$116K 0.17% 152
2016
Q2 		$999K Buy
+13,590
New +$956K 0.18% 156
2013
Q3 		– Sell
-13,113
Closed -$738K – 223
2013
Q2 		$738K Buy
+13,113
New +$722K 0.26% 117

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Calamos Wealth Management's ISRG Position: Q2 2026 in Review

Calamos Wealth Management reduced its Intuitive Surgical (ISRG) stake by 7.4% in Q2 2026, selling an estimated $874K and leaving 24,975 shares worth $9.93M. The position accounts for 0.3% of the portfolio, ranked #72.

Calamos Wealth Management first reported a position in ISRG in Q2 2013 and has held it in 21 quarters since. The position peaked at $12.4M in Q1 2026. 1,330 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Calamos Wealth Management held 24,975 shares of Intuitive Surgical worth $9.93M as of Q2 2026.
  • Calamos Wealth Management sold 2,000 Intuitive Surgical shares in Q2 2026, an estimated $874K.
  • Intuitive Surgical made up 0.3% of Calamos Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Calamos Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 21 quarters since.
  • Calamos Wealth Management's Intuitive Surgical position peaked at $12.4M in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.