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Cape Investment Advisory’s Intuitive Surgical ISRG Stock Holding History

Cape Investment Advisory’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 		$10.7K Buy
+27
New +$11.8K ﹤0.01% 847
2026
Q1 		– Sell
-26
Closed -$14.7K – 694
2025
Q4 		$14.7K Buy
26
+7
+37% +$3.73K ﹤0.01% 669
2025
Q3 		$8.5K Buy
19
+3
+19% +$1.44K 0.01% 437
2025
Q2 		$8.7K Sell
16
-5
-24% -$2.61K ﹤0.01% 656
2025
Q1 		$10.4K Sell
21
-3
-13% -$1.66K ﹤0.01% 595
2024
Q4 		$12.5K Buy
24
+5
+26% +$2.6K ﹤0.01% 543
2024
Q3 		$9.33K Hold
19
– – ﹤0.01% 581
2024
Q2 		$8.45K Buy
+19
New +$7.57K ﹤0.01% 552

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Cape Investment Advisory's ISRG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 27 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ISRG as recently as Q4 2025.

Cape Investment Advisory first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.7K in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cape Investment Advisory held 27 shares of Intuitive Surgical worth $10.7K as of Q2 2026.
  • Intuitive Surgical was a new Cape Investment Advisory position in Q2 2026.
  • Intuitive Surgical made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #847 holding.
  • Cape Investment Advisory first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's Intuitive Surgical position peaked at $14.7K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.