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Capital Advisors Ltd’s Intuitive Surgical ISRG Stock Holding History

Capital Advisors Ltd’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 		$35K Sell
88
-15
-15% -$6.55K ﹤0.01% 573
2026
Q1 		$47K Hold
103
– – 0.01% 510
2025
Q4 		$58K Buy
103
+5
+5% +$2.66K 0.01% 465
2025
Q3 		$44K Sell
98
-29
-23% -$13.9K 0.01% 499
2025
Q2 		$69K Buy
127
+3
+2% +$1.57K 0.01% 414
2025
Q1 		$61K Hold
124
– – 0.01% 425
2024
Q4 		$65K Hold
124
– – 0.01% 415
2024
Q3 		$61K Buy
124
+30
+32% +$14K 0.01% 419
2024
Q2 		$42K Sell
94
-2
-2% -$797 0.01% 474
2024
Q1 		$38K Buy
96
+9
+10% +$3.4K 0.01% 481
2023
Q4 		$29K Hold
87
– – ﹤0.01% 506
2023
Q3 		$25K Hold
87
– – ﹤0.01% 514
2023
Q2 		$30K Buy
87
+58
+200% +$17.5K ﹤0.01% 501
2023
Q1 		$7K Sell
29
-66
-69% -$16.3K ﹤0.01% 617
2022
Q4 		$10K Buy
95
+68
+252% +$16.6K ﹤0.01% 561
2022
Q3 		$5K Buy
+27
New +$5.8K ﹤0.01% 639
2022
Q1 		– Sell
-3
Closed -$1K – 1060
2021
Q4 		$1K Buy
+3
New +$1.03K ﹤0.01% 690

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Advisors Ltd's ISRG Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Intuitive Surgical (ISRG) stake by 15% in Q2 2026, selling an estimated $6.55K and leaving 88 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Capital Advisors Ltd first reported a position in ISRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $69K in Q2 2025. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Capital Advisors Ltd held 88 shares of Intuitive Surgical worth $35K as of Q2 2026.
  • Capital Advisors Ltd sold 15 Intuitive Surgical shares in Q2 2026, an estimated $6.55K.
  • Intuitive Surgical made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #573 holding.
  • Capital Advisors Ltd first reported a position in Intuitive Surgical in Q4 2021 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Intuitive Surgical position peaked at $69K in Q2 2025.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.