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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
Q2 		$201K Sell
506
-317
-39% -$138K 0.01% 296
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 $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 Performance Advisors's ISRG Position: Q2 2026 in Review

Capital Performance Advisors reduced its Intuitive Surgical (ISRG) stake by 39% in Q2 2026, selling an estimated $138K and leaving 506 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #296.

Capital Performance Advisors first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $451K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Capital Performance Advisors held 506 shares of Intuitive Surgical worth $201K as of Q2 2026.
  • Capital Performance Advisors sold 317 Intuitive Surgical shares in Q2 2026, an estimated $138K.
  • Intuitive Surgical made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #296 holding.
  • Capital Performance Advisors first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Intuitive Surgical position peaked at $451K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.