Caldwell Sutter Capital’s Intuitive Surgical ISRG Stock Holding History

Caldwell Sutter 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	$5.17K	Hold	13	–	–	﹤0.01%	682
2026 Q1	$5.99K	Hold	13	–	–	﹤0.01%	616
2025 Q4	$7.36K	Hold	13	–	–	﹤0.01%	589
2025 Q3	$5.81K	Hold	13	–	–	﹤0.01%	614
2025 Q2	$7.06K	Sell	13 -5	-28%	-$2.61K	﹤0.01%	580
2025 Q1	$8.91K	Hold	18	–	–	﹤0.01%	553
2024 Q4	$9.39K	Hold	18	–	–	﹤0.01%	557
2024 Q3	$8.84K	Sell	18 -8	-31%	-$3.72K	﹤0.01%	569
2024 Q2	$11.6K	Hold	26	–	–	0.01%	542
2024 Q1	$10.4K	Sell	26 -7	-21%	-$2.65K	0.01%	543
2023 Q4	$11.1K	Sell	33 -45	-58%	-$13.4K	0.01%	532
2023 Q3	$22.8K	Hold	78	–	–	0.01%	424
2023 Q2	$26.7K	Buy	78 +3	+4%	+$908	0.01%	404
2023 Q1	$19.2K	Buy	75 +45	+150%	+$11.1K	0.01%	340
2022 Q4	$7.96K	Buy	+30	New	+$7.32K	0.01%	260

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

Caldwell Sutter Capital's ISRG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 13 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Caldwell Sutter Capital first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7K in Q2 2023. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Caldwell Sutter Capital held 13 shares of Intuitive Surgical worth $5.17K as of Q2 2026.
Caldwell Sutter Capital left its Intuitive Surgical share count unchanged in Q2 2026.
Intuitive Surgical made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #682 holding.
Caldwell Sutter Capital first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Intuitive Surgical position peaked at $26.7K in Q2 2023.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.