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Capital Analysts LLC’s Intuitive Surgical ISRG Stock Holding History

Capital Analysts LLC’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
Q1 		$255K Buy
554
+97
+21% +$49.1K 0.01% 595
2025
Q4 		$259K Buy
457
+7
+2% +$3.73K 0.01% 573
2025
Q3 		$202K Buy
450
+5
+1% +$2.4K 0.01% 597
2025
Q2 		$242K Buy
445
+18
+4% +$9.41K 0.01% 513
2025
Q1 		$212K Buy
427
+46
+12% +$25.4K 0.01% 526
2024
Q4 		$199K Buy
381
+31
+9% +$16.1K 0.01% 489
2024
Q3 		$172K Buy
350
+78
+29% +$36.3K 0.01% 495
2024
Q2 		$121K Buy
272
+10
+4% +$3.98K 0.01% 534
2024
Q1 		$105K Buy
262
+212
+424% +$80.1K ﹤0.01% 538
2023
Q4 		$17K Sell
50
-3
-6% -$894 ﹤0.01% 833
2023
Q3 		$16K Buy
+53
New +$16.6K ﹤0.01% 810
2021
Q2 		– Sell
-9
Closed -$2K – 1013
2021
Q1 		$2K Sell
9
-75
-89% -$18.9K ﹤0.01% 968
2020
Q4 		$23K Sell
84
-75
-47% -$18.6K ﹤0.01% 497
2020
Q3 		$38K Buy
159
+150
+1,667% +$33.7K ﹤0.01% 438
2020
Q2 		$2K Hold
9
– – ﹤0.01% 662
2020
Q1 		$1K Hold
9
– – ﹤0.01% 661
2019
Q4 		$2K Hold
9
– – ﹤0.01% 670
2019
Q3 		$1K Sell
9
-9
-50% -$1.56K ﹤0.01% 672
2019
Q2 		$3K Buy
+18
New +$3.08K ﹤0.01% 610
2018
Q3 		– Sell
-90
Closed -$14K – 587
2018
Q2 		$14K Hold
90
– – ﹤0.01% 436
2018
Q1 		$12K Buy
+90
New +$12.6K ﹤0.01% 435

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Analysts LLC's ISRG Position: Q1 2026 in Review

Capital Analysts LLC increased its Intuitive Surgical (ISRG) stake by 21% in Q1 2026, buying an estimated $49.1K and bringing the position to 554 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #595.

Capital Analysts LLC first reported a position in ISRG in Q1 2018 and has held it in 21 quarters since. The position peaked at $259K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Capital Analysts LLC held 554 shares of Intuitive Surgical worth $255K as of Q1 2026.
  • Capital Analysts LLC bought 97 Intuitive Surgical shares in Q1 2026, an estimated $49.1K.
  • Intuitive Surgical made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #595 holding.
  • Capital Analysts LLC first reported a position in Intuitive Surgical in Q1 2018 and has held it in 21 quarters since.
  • Capital Analysts LLC's Intuitive Surgical position peaked at $259K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.