Capital Asset Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Capital Asset Advisory Services’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	$3.83M	Buy	8,222 +177	+2%	+$89.5K	0.15%	84
2025 Q4	$4.77M	Buy	8,045 +104	+1%	+$55.4K	0.19%	66
2025 Q3	$3.55M	Buy	7,941 +682	+9%	+$327K	0.15%	84
2025 Q2	$3.91M	Buy	7,259 +452	+7%	+$236K	0.18%	72
2025 Q1	$3.45M	Buy	6,807 +401	+6%	+$222K	0.18%	82
2024 Q4	$3.43M	Sell	6,406 -73	-1%	-$38K	0.17%	77
2024 Q3	$3.11M	Buy	6,479 +94	+1%	+$43.8K	0.16%	85
2024 Q2	$2.82M	Buy	6,385 +334	+6%	+$133K	0.15%	86
2024 Q1	$2.35M	Buy	6,051 +356	+6%	+$135K	0.13%	96
2023 Q4	$1.92M	Buy	5,695 +148	+3%	+$44.1K	0.12%	103
2023 Q3	$1.56M	Buy	5,547 +625	+13%	+$195K	0.11%	102
2023 Q2	$1.74M	Buy	4,922 +148	+3%	+$44.8K	0.12%	90
2023 Q1	$1.22M	Buy	4,774 +190	+4%	+$46.8K	0.09%	107
2022 Q4	$1.23M	Buy	4,584 +710	+18%	+$173K	0.1%	110
2022 Q3	$726K	Buy	3,874 +98	+3%	+$21K	0.09%	124
2022 Q2	$758K	Sell	3,776 -171	-4%	-$40.1K	0.08%	175
2022 Q1	$1.19M	Sell	3,947 -288	-7%	-$84.1K	0.13%	110
2021 Q4	$1.52M	Buy	4,235 +41	+1%	+$14.1K	0.16%	87
2021 Q3	$1.39M	Sell	4,194 -66	-2%	-$22.2K	0.15%	89
2021 Q2	$1.31M	Buy	4,260 +246	+6%	+$69K	0.14%	99
2021 Q1	$989K	Buy	4,014 +666	+20%	+$168K	0.15%	128
2020 Q4	$913K	Buy	3,348 +3	+0.1%	+$745	0.16%	106
2020 Q3	$791K	Hold	3,345	–	–	0.17%	111
2020 Q2	$753K	Hold	3,345	–	–	0.16%	118
2020 Q1	$567K	Sell	3,345 -270	-7%	-$49.5K	0.15%	119
2019 Q4	$708K	Hold	3,615	–	–	0.17%	117
2019 Q3	$651K	Buy	+3,615	New	+$625K	0.43%	40
2019 Q2	–	Sell	-4,185	Closed	-$796K	–	114
2019 Q1	$796K	Hold	4,185	–	–	1.03%	17
2018 Q4	$668K	Hold	4,185	–	–	0.64%	36
2018 Q3	$801K	Hold	4,185	–	–	0.68%	36
2018 Q2	$667K	Hold	4,185	–	–	0.6%	38
2018 Q1	$576K	Sell	4,185 -792	-16%	-$111K	0.53%	46
2017 Q4	$605K	Hold	4,977	–	–	0.55%	49
2017 Q3	$578K	Hold	4,977	–	–	0.52%	50
2017 Q2	$515K	Buy	+4,977	New	+$478K	0.33%	68

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's ISRG Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Intuitive Surgical (ISRG) stake by 2.2% in Q1 2026, buying an estimated $89.5K and bringing the position to 8,222 shares worth $3.83M. The position accounts for 0.15% of the portfolio, ranked #84.

Capital Asset Advisory Services first reported a position in ISRG in Q2 2017 and has held it in 35 quarters since. The position peaked at $4.77M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Capital Asset Advisory Services held 8,222 shares of Intuitive Surgical worth $3.83M as of Q1 2026.
Capital Asset Advisory Services bought 177 Intuitive Surgical shares in Q1 2026, an estimated $89.5K.
Intuitive Surgical made up 0.15% of Capital Asset Advisory Services's portfolio in Q1 2026, its #84 holding.
Capital Asset Advisory Services first reported a position in Intuitive Surgical in Q2 2017 and has held it in 35 quarters since.
Capital Asset Advisory Services's Intuitive Surgical position peaked at $4.77M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.