Capital Market Strategies’s Intuitive Surgical ISRG Stock Holding History

Capital Market Strategies’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
2025 Q2	$524K	Sell	965 -89	-8%	-$46.5K	0.36%	51
2025 Q1	$522K	Sell	1,054 -183	-15%	-$101K	0.35%	55
2024 Q4	$646K	Buy	1,237 +90	+8%	+$46.9K	0.37%	55
2024 Q3	$563K	Sell	1,147 -19	-2%	-$8.85K	0.34%	57
2024 Q2	$519K	Sell	1,166 -24	-2%	-$9.56K	0.33%	58
2024 Q1	$475K	Buy	1,190 +5	+0.4%	+$1.89K	0.36%	65
2023 Q4	$400K	Sell	1,185 -16	-1%	-$4.77K	0.35%	70
2023 Q3	$346K	Buy	1,201 +174	+17%	+$54.3K	0.35%	75
2023 Q2	$351K	Buy	+1,027	New	+$311K	0.33%	78
2023 Q1	–	Sell	-1,108	Closed	-$294K	–	84
2022 Q4	$294K	Sell	1,108 -90	-8%	-$21.9K	0.32%	89
2022 Q3	$225K	Sell	1,198 -429	-26%	-$92.1K	0.25%	107
2022 Q2	$327K	Hold	1,627	–	–	0.34%	85
2022 Q1	$491K	Buy	1,627 +973	+149%	+$284K	0.42%	57
2021 Q4	$235K	Buy	+654	New	+$225K	0.19%	129

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Market Strategies's ISRG Position: Q2 2025 in Review

Capital Market Strategies reduced its Intuitive Surgical (ISRG) stake by 8.4% in Q2 2025, selling an estimated $46.5K and leaving 965 shares worth $524K. The position accounts for 0.36% of the portfolio, ranked #51.

Capital Market Strategies first reported a position in ISRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $646K in Q4 2024. 2,270 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

Capital Market Strategies held 965 shares of Intuitive Surgical worth $524K as of Q2 2025.
Capital Market Strategies sold 89 Intuitive Surgical shares in Q2 2025, an estimated $46.5K.
Intuitive Surgical made up 0.36% of Capital Market Strategies's portfolio in Q2 2025, its #51 holding.
Capital Market Strategies first reported a position in Intuitive Surgical in Q4 2021 and has held it in 14 quarters since.
Capital Market Strategies's Intuitive Surgical position peaked at $646K in Q4 2024.
2,270 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.