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Capital Wealth Planning’s Intuitive Surgical ISRG Stock Holding History

Capital Wealth Planning’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 		– Sell
-4,860
Closed -$2.75M – 162
2025
Q4 		$2.75M Buy
+4,860
New +$2.59M 0.02% 116
2025
Q3 		– Sell
-781
Closed -$424K – 164
2025
Q2 		$424K Buy
781
+88
+13% +$46K ﹤0.01% 127
2025
Q1 		$343K Buy
+693
New +$383K ﹤0.01% 122
2024
Q4 		– Sell
-628
Closed -$309K – 145
2024
Q3 		$309K Buy
+628
New +$292K ﹤0.01% 124
2021
Q4 		– Sell
-687
Closed -$228K – 118
2021
Q3 		$228K Sell
687
-159
-19% -$53.4K 0.01% 100
2021
Q2 		$260K Sell
846
-18
-2% -$5.05K 0.01% 108
2021
Q1 		$213K Sell
864
-213
-20% -$53.6K 0.01% 122
2020
Q4 		$267K Sell
1,077
-2,355
-69% -$585K 0.01% 90
2020
Q3 		$812K Sell
3,432
-441
-11% -$99K 0.04% 51
2020
Q2 		$736K Buy
3,873
+195
+5% +$35K 0.04% 58
2020
Q1 		$607K Buy
3,678
+1,152
+46% +$211K 0.04% 110
2019
Q4 		$498K Buy
2,526
+156
+7% +$29.2K 0.03% 123
2019
Q3 		$433K Buy
2,370
+351
+17% +$60.7K 0.03% 150
2019
Q2 		$353K Buy
+2,019
New +$346K 0.03% 163

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Wealth Planning's ISRG Position: Q1 2026 in Review

Capital Wealth Planning sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 4,860 shares — an estimated $2.75M sold.

Capital Wealth Planning first reported a position in ISRG in Q2 2019 and held it in 14 quarters. The position peaked at $2.75M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Capital Wealth Planning reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Capital Wealth Planning sold 4,860 Intuitive Surgical shares in Q1 2026, an estimated $2.75M.
  • Capital Wealth Planning first reported a position in Intuitive Surgical in Q2 2019 and held it in 14 quarters.
  • Capital Wealth Planning's Intuitive Surgical position peaked at $2.75M in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.