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Caprock Group’s Intuitive Surgical ISRG Stock Holding History

Caprock Group’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 		$4.88M Sell
10,590
-765
-7% -$387K 0.12% 148
2025
Q4 		$6.43M Buy
11,355
+2,161
+24% +$1.15M 0.14% 123
2025
Q3 		$4.35M Buy
+9,194
New +$4.41M 0.11% 157
2025
Q1 		$3.97M Sell
8,016
-1,025
-11% -$567K 0.12% 141
2024
Q4 		$4.72M Buy
9,041
+788
+10% +$410K 0.15% 107
2024
Q3 		$4.05M Buy
8,253
+737
+10% +$343K 0.15% 112
2024
Q2 		$3.34M Buy
7,516
+2,061
+38% +$821K 0.14% 124
2024
Q1 		$2.18M Buy
5,455
+301
+6% +$114K 0.12% 117
2023
Q4 		$1.74M Buy
5,154
+263
+5% +$78.4K 0.11% 154
2023
Q3 		$1.43M Buy
4,891
+373
+8% +$116K 0.11% 147
2023
Q2 		$1.55M Buy
4,518
+447
+11% +$135K 0.11% 139
2023
Q1 		$1.04M Buy
4,071
+61
+2% +$15K 0.08% 190
2022
Q4 		$1.06M Buy
4,010
+608
+18% +$148K 0.1% 161
2022
Q3 		$638K Sell
3,402
-279
-8% -$59.9K 0.06% 229
2022
Q2 		$739K Buy
3,681
+169
+5% +$39.6K 0.07% 201
2022
Q1 		$1.06M Sell
3,512
-10
-0.3% -$2.92K 0.1% 159
2021
Q4 		$1.26M Buy
3,522
+669
+23% +$230K 0.1% 145
2021
Q3 		$945K Buy
2,853
+138
+5% +$46.3K 0.08% 164
2021
Q2 		$832K Buy
2,715
+378
+16% +$106K 0.08% 188
2021
Q1 		$576K Sell
2,337
-336
-13% -$84.5K 0.06% 220
2020
Q4 		$729K Sell
2,673
-138
-5% -$34.3K 0.08% 167
2020
Q3 		$665K Buy
2,811
+750
+36% +$168K 0.09% 167
2020
Q2 		$391K Buy
2,061
+555
+37% +$99.5K 0.06% 233
2020
Q1 		$249K Sell
1,506
-12
-0.8% -$2.2K 0.05% 271
2019
Q4 		$299K Buy
+1,518
New +$284K 0.05% 249
2019
Q2 		– Sell
-1,161
Closed -$221K – 378
2019
Q1 		$221K Buy
+1,161
New +$206K 0.04% 325
2016
Q4 		– Sell
-2,637
Closed -$212K – 365
2016
Q3 		$212K Buy
+2,637
New +$202K 0.05% 319

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

Caprock Group's ISRG Position: Q1 2026 in Review

Caprock Group reduced its Intuitive Surgical (ISRG) stake by 6.7% in Q1 2026, selling an estimated $387K and leaving 10,590 shares worth $4.88M. The position accounts for 0.12% of the portfolio, ranked #148.

Caprock Group first reported a position in ISRG in Q3 2016 and has held it in 27 quarters since. The position peaked at $6.43M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Caprock Group held 10,590 shares of Intuitive Surgical worth $4.88M as of Q1 2026.
  • Caprock Group sold 765 Intuitive Surgical shares in Q1 2026, an estimated $387K.
  • Intuitive Surgical made up 0.12% of Caprock Group's portfolio in Q1 2026, its #148 holding.
  • Caprock Group first reported a position in Intuitive Surgical in Q3 2016 and has held it in 27 quarters since.
  • Caprock Group's Intuitive Surgical position peaked at $6.43M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.