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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
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 $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 Investment Advisors's ISRG Position: Q1 2026 in Review

Capital Investment Advisors increased its Intuitive Surgical (ISRG) stake by 0.51% in Q1 2026, buying an estimated $7.59K and bringing the position to 2,928 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #299.

Capital Investment Advisors first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Capital Investment Advisors held 2,928 shares of Intuitive Surgical worth $1.35M as of Q1 2026.
  • Capital Investment Advisors bought 15 Intuitive Surgical shares in Q1 2026, an estimated $7.59K.
  • Intuitive Surgical made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #299 holding.
  • Capital Investment Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Capital Investment Advisors's Intuitive Surgical position peaked at $1.65M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.