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Capital Performance Advisors’s Intuitive Surgical ISRG Stock Holding History

Capital Performance 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 		$380K Buy
823
+27
+3% +$13.7K 0.03% 265
2025
Q4 		$451K Buy
796
+220
+38% +$117K 0.03% 233
2025
Q3 		$258K Buy
576
+34
+6% +$16.3K 0.04% 252
2025
Q2 		$295K Buy
542
+100
+23% +$52.3K 0.06% 161
2025
Q1 		$219K Buy
+442
New +$244K 0.05% 227
2024
Q4 		– Sell
-78
Closed -$38.3K – 1393
2024
Q3 		$38.3K Buy
+78
New +$36.3K 0.01% 424

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 Performance Advisors's ISRG Position: Q1 2026 in Review

Capital Performance Advisors increased its Intuitive Surgical (ISRG) stake by 3.4% in Q1 2026, buying an estimated $13.7K and bringing the position to 823 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #265.

Capital Performance Advisors first reported a position in ISRG in Q3 2024 and has held it in 6 quarters since. The position peaked at $451K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Capital Performance Advisors held 823 shares of Intuitive Surgical worth $380K as of Q1 2026.
  • Capital Performance Advisors bought 27 Intuitive Surgical shares in Q1 2026, an estimated $13.7K.
  • Intuitive Surgical made up 0.03% of Capital Performance Advisors's portfolio in Q1 2026, its #265 holding.
  • Capital Performance Advisors first reported a position in Intuitive Surgical in Q3 2024 and has held it in 6 quarters since.
  • Capital Performance Advisors's Intuitive Surgical position peaked at $451K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.