CAI
ISRG icon

Capital Advisors Inc’s Intuitive Surgical ISRG Stock Holding History

Capital Advisors Inc’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 		$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

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

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. 636 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.
  • 636 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.