Capital Fund Management (CFM)’s Intuitive Surgical ISRG Stock Holding History

Capital Fund Management (CFM)’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	$15.6M	Sell	33,900 -40,700	-55%	-$20.6M	0.07%	388
2025 Q4	$42.3M	Sell	74,600 -75,200	-50%	-$40M	0.12%	224
2025 Q3	$67M	Buy	+149,800	New	+$71.9M	0.18%	124
2025 Q2	–	Sell	-21,300	Closed	-$10.5M	–	2424
2025 Q1	$10.5M	Sell	21,300 -12,300	-37%	-$6.8M	0.03%	657
2024 Q4	$17.5M	Sell	33,600 -15,400	-31%	-$8.02M	0.04%	529
2024 Q3	$24.1M	Buy	49,000 +2,700	+6%	+$1.26M	0.07%	390
2024 Q2	$20.6M	Sell	46,300 -73,500	-61%	-$29.3M	0.06%	412
2024 Q1	$47.8M	Sell	119,800 -212,900	-64%	-$80.4M	0.14%	201
2023 Q4	$112M	Buy	332,700 +124,700	+60%	+$37.2M	0.3%	55
2023 Q3	$60.8M	Buy	208,000 +147,000	+241%	+$45.9M	0.21%	120
2023 Q2	$20.9M	Sell	61,000 -73,200	-55%	-$22.1M	0.08%	324
2023 Q1	$34.3M	Buy	134,200 +87,500	+187%	+$21.6M	0.16%	154
2022 Q4	$12.4M	Sell	46,700 -42,100	-47%	-$10.3M	0.08%	338
2022 Q3	$16.6M	Buy	88,800 +33,500	+61%	+$7.19M	0.13%	201
2022 Q2	$11.1M	Buy	55,300 +38,200	+223%	+$8.96M	0.1%	285
2022 Q1	$5.16M	Sell	17,100 -10,200	-37%	-$2.98M	0.04%	558
2021 Q4	$9.81M	Buy	+27,300	New	+$9.39M	0.07%	380
2020 Q2	–	Sell	-1,500	Closed	-$248K	–	1288
2020 Q1	$248K	Buy	+1,500	New	+$275K	﹤0.01%	1311
2019 Q4	–	Sell	-9,600	Closed	-$1.73M	–	1924
2019 Q3	$1.73M	Sell	9,600 -5,700	-37%	-$986K	0.02%	843
2019 Q2	$2.67M	Buy	15,300 +9,000	+143%	+$1.54M	0.02%	715
2019 Q1	$1.2M	Sell	6,300 -11,700	-65%	-$2.08M	0.01%	972
2018 Q4	$2.87M	Sell	18,000 -2,700	-13%	-$458K	0.03%	707
2018 Q3	$3.96M	Sell	20,700 -89,700	-81%	-$15.9M	0.02%	859
2018 Q2	$17.6M	Sell	110,400 -151,200	-58%	-$23.1M	0.09%	306
2018 Q1	$36M	Sell	261,600 -391,800	-60%	-$54.7M	0.22%	119
2017 Q4	$79.5M	Buy	653,400 +381,600	+140%	+$47.8M	0.44%	40
2017 Q3	$31.6M	Buy	271,800 +254,700	+1,489%	+$27.8M	0.23%	126
2017 Q2	$1.78M	Buy	17,100 +9,900	+138%	+$951K	0.01%	741
2017 Q1	$613K	Buy	+7,200	New	+$569K	0.01%	1075
2016 Q3	–	Sell	-4,500	Closed	-$331K	–	1676
2016 Q2	$331K	Buy	+4,500	New	+$317K	﹤0.01%	1299
2015 Q3	–	Sell	-8,100	Closed	-$436K	–	1521
2015 Q2	$436K	Buy	+8,100	New	+$453K	0.01%	1126
2015 Q1	–	Sell	-16,200	Closed	-$952K	–	1585
2014 Q4	$952K	Sell	16,200 -31,500	-66%	-$1.75M	0.01%	900
2014 Q3	$2.45M	Sell	47,700 -25,200	-35%	-$1.25M	0.03%	619
2014 Q2	$3.34M	Buy	72,900 +18,900	+35%	+$834K	0.04%	550
2014 Q1	$2.63M	Buy	54,000 +47,700	+757%	+$2.25M	0.03%	577
2013 Q4	$269K	Buy	+6,300	New	+$265K	﹤0.01%	1486
2013 Q3	–	Sell	-29,700	Closed	-$1.67M	–	1721
2013 Q2	$1.67M	Buy	+29,700	New	+$1.64M	0.03%	677

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 Fund Management (CFM)'s ISRG Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Intuitive Surgical (ISRG) stake by 95% in Q1 2026, buying an estimated $35.3M and bringing the position to 143,196 shares worth $66M. The position accounts for 0.3% of the portfolio, ranked #43.

Capital Fund Management (CFM) first reported a position in ISRG in Q2 2013 and has held it in 32 quarters since. The position peaked at $101M in Q3 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Capital Fund Management (CFM) held 143,196 shares of Intuitive Surgical worth $66M as of Q1 2026.
Capital Fund Management (CFM) bought 69,745 Intuitive Surgical shares in Q1 2026, an estimated $35.3M.
Intuitive Surgical made up 0.3% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #43 holding.
Capital Fund Management (CFM) first reported a position in Intuitive Surgical in Q2 2013 and has held it in 32 quarters since.
Capital Fund Management (CFM)'s Intuitive Surgical position peaked at $101M in Q3 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.