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

Capital Investment 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
Q2 		$290K Sell
730
-32
-4% -$14K 0.02% 593
2026
Q1 		$351K Buy
762
+33
+5% +$16.7K 0.03% 474
2025
Q4 		$413K Buy
729
+37
+5% +$19.7K 0.03% 424
2025
Q3 		$309K Buy
692
+47
+7% +$22.6K 0.02% 477
2025
Q2 		$350K Buy
645
+18
+3% +$9.41K 0.03% 418
2025
Q1 		$311K Buy
627
+190
+43% +$105K 0.03% 427
2024
Q4 		$228K Sell
437
-30
-6% -$15.6K 0.02% 466
2024
Q3 		$229K Buy
+467
New +$217K 0.02% 470
2022
Q4 		– Sell
-1,242
Closed -$233K – 843
2022
Q3 		$233K Sell
1,242
-13
-1% -$2.79K 0.03% 400
2022
Q2 		$252K Buy
1,255
+14
+1% +$3.28K 0.03% 397
2022
Q1 		$374K Sell
1,241
-7
-0.6% -$2.04K 0.04% 345
2021
Q4 		$448K Buy
1,248
+78
+7% +$26.8K 0.05% 296
2021
Q3 		$388K Buy
1,170
+60
+5% +$20.1K 0.05% 309
2021
Q2 		$340K Hold
1,110
– – 0.04% 340
2021
Q1 		$273K Hold
1,110
– – 0.04% 354
2020
Q4 		$303K Buy
1,110
+150
+16% +$37.2K 0.05% 332
2020
Q3 		$227K Sell
960
-150
-14% -$33.7K 0.04% 328
2020
Q2 		$211K Buy
+1,110
New +$199K 0.04% 304
2019
Q4 		– Sell
-987
Closed -$178K – 911
2019
Q3 		$178K Buy
987
+60
+6% +$10.4K 0.05% 289
2019
Q2 		$165K Buy
927
+27
+3% +$4.63K 0.05% 307
2019
Q1 		$171K Hold
900
– – 0.06% 241
2018
Q4 		$144K Buy
+900
New +$153K 0.06% 239

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Capital Investment Advisory Services's ISRG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Intuitive Surgical (ISRG) stake by 4.2% in Q2 2026, selling an estimated $14K and leaving 730 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #593.

Capital Investment Advisory Services first reported a position in ISRG in Q4 2018 and has held it in 22 quarters since. The position peaked at $448K in Q4 2021. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Capital Investment Advisory Services held 730 shares of Intuitive Surgical worth $290K as of Q2 2026.
  • Capital Investment Advisory Services sold 32 Intuitive Surgical shares in Q2 2026, an estimated $14K.
  • Intuitive Surgical made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #593 holding.
  • Capital Investment Advisory Services first reported a position in Intuitive Surgical in Q4 2018 and has held it in 22 quarters since.
  • Capital Investment Advisory Services's Intuitive Surgical position peaked at $448K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.