Capital Advisors Inc’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.4M | Buy |
124,227
+1,079
| +0.9% | +$471K | 0.73% | 48 |
|
|
2026
Q1 | $56.8M | Buy |
123,148
+621
| +0.5% | +$314K | 0.91% | 34 |
|
|
2025
Q4 | $69.4M | Sell |
122,527
-269
| -0.2% | -$143K | 1.12% | 20 |
|
|
2025
Q3 | $54.9M | Buy |
122,796
+103
| +0.1% | +$49.4K | 0.92% | 39 |
|
|
2025
Q2 | $66.7M | Buy |
122,693
+607
| +0.5% | +$317K | 1.2% | 21 |
|
|
2025
Q1 | $60.5M | Sell |
122,086
-7,665
| -6% | -$4.24M | 1.2% | 20 |
|
|
2024
Q4 | $67.7M | Buy |
129,751
+1,858
| +1% | +$968K | 1.35% | 16 |
|
|
2024
Q3 | $62.8M | Buy |
127,893
+6,522
| +5% | +$3.04M | 1.26% | 20 |
|
|
2024
Q2 | $54M | Buy |
121,371
+9,440
| +8% | +$3.76M | 1.12% | 23 |
|
|
2024
Q1 | $44.7M | Buy |
111,931
+8,385
| +8% | +$3.17M | 0.96% | 36 |
|
|
2023
Q4 | $34.9M | Buy |
103,546
+1,707
| +2% | +$509K | 0.78% | 52 |
|
|
2023
Q3 | $29.8M | Buy |
101,839
+8,695
| +9% | +$2.72M | 0.78% | 56 |
|
|
2023
Q2 | $31.8M | Buy |
93,144
+3,037
| +3% | +$919K | 0.81% | 53 |
|
|
2023
Q1 | $23M | Buy |
90,107
+1,518
| +2% | +$374K | 0.62% | 67 |
|
|
2022
Q4 | $23.5M | Buy |
88,589
+1,633
| +2% | +$398K | 0.67% | 62 |
|
|
2022
Q3 | $15.9M | Buy |
86,956
+5,759
| +7% | +$1.24M | 0.49% | 75 |
|
|
2022
Q2 | $16.3M | Buy |
81,197
+17,074
| +27% | +$4.01M | 0.49% | 75 |
|
|
2022
Q1 | $19.3M | Buy |
64,123
+1,633
| +3% | +$477K | 0.53% | 71 |
|
|
2021
Q4 | $22.5M | Buy |
62,490
+1,815
| +3% | +$624K | 0.6% | 66 |
|
|
2021
Q3 | $20.1M | Buy |
60,675
+1,002
| +2% | +$336K | 0.6% | 65 |
|
|
2021
Q2 | $18.3M | Buy |
59,673
+2,919
| +5% | +$819K | 0.55% | 76 |
|
|
2021
Q1 | $14M | Buy |
56,754
+3,588
| +7% | +$903K | 0.46% | 82 |
|
|
2020
Q4 | $14.5M | Buy |
53,166
+3,582
| +7% | +$889K | 0.52% | 72 |
|
|
2020
Q3 | $11.7M | Buy |
49,584
+1,170
| +2% | +$263K | 0.47% | 76 |
|
|
2020
Q2 | $11.2M | Buy |
48,414
+5,574
| +13% | +$999K | 0.46% | 77 |
|
|
2020
Q1 | $7.07M | Buy |
42,840
+7,371
| +21% | +$1.35M | 0.38% | 70 |
|
|
2019
Q4 | $6.99M | Buy |
35,469
+9,552
| +37% | +$1.79M | 0.3% | 83 |
|
|
2019
Q3 | $4.53M | Hold |
25,917
| – | – | 0.22% | 87 |
|
|
2019
Q2 | $4.53M | Buy |
25,917
+15,492
| +149% | +$2.65M | 0.22% | 87 |
|
|
2019
Q1 | $1.98M | Sell |
10,425
-11,478
| -52% | -$2.04M | 0.21% | 80 |
|
|
2018
Q4 | $3.5M | Buy |
+21,903
| New | +$3.71M | 0.23% | 85 |
|
Other funds holding ISRG
Capital Advisors Inc's ISRG Position: Q2 2026 in Review
Capital Advisors Inc increased its Intuitive Surgical (ISRG) stake by 0.88% in Q2 2026, buying an estimated $471K and bringing the position to 124,227 shares worth $49.4M. The position accounts for 0.73% of the portfolio, ranked #48.
Capital Advisors Inc first reported a position in ISRG in Q4 2018 and has held it in 31 quarters since. The position peaked at $69.4M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- Capital Advisors Inc held 124,227 shares of Intuitive Surgical worth $49.4M as of Q2 2026.
- Capital Advisors Inc bought 1,079 Intuitive Surgical shares in Q2 2026, an estimated $471K.
- Intuitive Surgical made up 0.73% of Capital Advisors Inc's portfolio in Q2 2026, its #48 holding.
- Capital Advisors Inc first reported a position in Intuitive Surgical in Q4 2018 and has held it in 31 quarters since.
- Capital Advisors Inc's Intuitive Surgical position peaked at $69.4M in Q4 2025.
- 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.