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Capital Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Capital Investment Advisors’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 		$1.06M Sell
2,660
-268
-9% -$117K 0.01% 353
2026
Q1 		$1.35M Buy
2,928
+15
+0.5% +$7.59K 0.02% 299
2025
Q4 		$1.65M Buy
2,913
+415
+17% +$221K 0.03% 261
2025
Q3 		$1.12M Sell
2,498
-16
-0.6% -$7.68K 0.02% 320
2025
Q2 		$1.37M Buy
2,514
+6
+0.2% +$3.14K 0.02% 285
2025
Q1 		$1.24M Buy
2,508
+1,609
+179% +$890K 0.02% 292
2024
Q4 		$469K Buy
899
+121
+16% +$63K 0.01% 430
2024
Q3 		$382K Buy
778
+53
+7% +$24.7K 0.01% 466
2024
Q2 		$323K Buy
725
+76
+12% +$30.3K 0.01% 476
2024
Q1 		$259K Buy
+649
New +$245K 0.01% 523

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 $3.38T AUM 44.17% 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 Investment Advisors's ISRG Position: Q2 2026 in Review

Capital Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 9.2% in Q2 2026, selling an estimated $117K and leaving 2,660 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #353.

Capital Investment Advisors first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.65M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Capital Investment Advisors held 2,660 shares of Intuitive Surgical worth $1.06M as of Q2 2026.
  • Capital Investment Advisors sold 268 Intuitive Surgical shares in Q2 2026, an estimated $117K.
  • Intuitive Surgical made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #353 holding.
  • Capital Investment Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Capital Investment Advisors's Intuitive Surgical position peaked at $1.65M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.