Capstone Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.93M | Buy |
8,529
+6,526
| +326% | +$3.3M | 0.01% | 470 |
|
|
2025
Q4 | $1.13M | Sell |
2,003
-17,312
| -90% | -$9.22M | ﹤0.01% | 823 |
|
|
2025
Q3 | $8.64M | Buy |
19,315
+15,895
| +465% | +$7.63M | 0.02% | 344 |
|
|
2025
Q2 | $1.86M | Sell |
3,420
-4,802
| -58% | -$2.51M | ﹤0.01% | 670 |
|
|
2025
Q1 | $4.07M | Buy |
8,222
+2,804
| +52% | +$1.55M | 0.01% | 510 |
|
|
2024
Q4 | $2.83M | Buy |
5,418
+5,319
| +5,373% | +$2.77M | 0.01% | 734 |
|
|
2024
Q3 | $48.6K | Buy |
+99
| New | +$46.1K | ﹤0.01% | 1807 |
|
|
2024
Q2 | – | Sell |
-244
| Closed | -$97.2K | – | 2269 |
|
|
2024
Q1 | $97.4K | Sell |
244
-120
| -33% | -$45.3K | ﹤0.01% | 2143 |
|
|
2023
Q4 | $123K | Sell |
364
-4,095
| -92% | -$1.22M | ﹤0.01% | 1909 |
|
|
2023
Q3 | $1.3M | Buy |
+4,459
| New | +$1.39M | 0.01% | 893 |
|
|
2023
Q2 | – | Sell |
-1,810
| Closed | -$548K | – | 1882 |
|
|
2023
Q1 | $462K | Sell |
1,810
-5,243
| -74% | -$1.29M | ﹤0.01% | 1037 |
|
|
2022
Q4 | $1.87M | Sell |
7,053
-11,977
| -63% | -$2.92M | 0.01% | 731 |
|
|
2022
Q3 | $3.57M | Sell |
19,030
-28,042
| -60% | -$6.02M | 0.02% | 513 |
|
|
2022
Q2 | $9.45M | Buy |
47,072
+26,013
| +124% | +$6.1M | 0.05% | 273 |
|
|
2022
Q1 | $6.35M | Buy |
21,059
+20,810
| +8,357% | +$6.08M | 0.02% | 624 |
|
|
2021
Q4 | $89K | Buy |
+249
| New | +$85.7K | ﹤0.01% | 1638 |
|
|
2021
Q2 | – | Sell |
-6,249
| Closed | -$1.75M | – | 1784 |
|
|
2021
Q1 | $1.54M | Buy |
+6,249
| New | +$1.57M | ﹤0.01% | 1008 |
|
|
2020
Q3 | – | Sell |
-11,604
| Closed | -$2.61M | – | 1424 |
|
|
2020
Q2 | $2.2M | Buy |
11,604
+8,001
| +222% | +$1.43M | 0.01% | 687 |
|
|
2020
Q1 | $595K | Sell |
3,603
-10,467
| -74% | -$1.92M | 0.01% | 853 |
|
|
2019
Q4 | $2.77M | Buy |
14,070
+8,943
| +174% | +$1.67M | 0.02% | 742 |
|
|
2019
Q3 | $923K | Sell |
5,127
-16,932
| -77% | -$2.93M | 0.01% | 961 |
|
|
2019
Q2 | $3.86M | Buy |
22,059
+19,725
| +845% | +$3.38M | 0.03% | 533 |
|
|
2019
Q1 | $444K | Sell |
2,334
-1,827
| -44% | -$325K | ﹤0.01% | 1018 |
|
|
2018
Q4 | $664K | Sell |
4,161
-1,035
| -20% | -$175K | 0.01% | 744 |
|
|
2018
Q3 | $994K | Buy |
5,196
+3,549
| +215% | +$630K | 0.01% | 597 |
|
|
2018
Q2 | $263K | Buy |
+1,647
| New | +$251K | ﹤0.01% | 550 |
|
|
2018
Q1 | – | Sell |
-2,709
| Closed | -$329K | – | 448 |
|
|
2017
Q4 | $329K | Buy |
+2,709
| New | +$339K | 0.01% | 348 |
|
|
2016
Q2 | – | Sell |
-4,500
| Closed | -$300K | – | 760 |
|
|
2016
Q1 | $300K | Buy |
+4,500
| New | +$279K | 0.01% | 518 |
|
Other funds holding ISRG
VCM
VPM
Capstone Investment Advisors's ISRG Position: Q1 2026 in Review
Capstone Investment Advisors increased its Intuitive Surgical (ISRG) stake by 326% in Q1 2026, buying an estimated $3.3M and bringing the position to 8,529 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #470.
Capstone Investment Advisors first reported a position in ISRG in Q1 2016 and has held it in 28 quarters since. The position peaked at $9.45M in Q2 2022. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Capstone Investment Advisors held 8,529 shares of Intuitive Surgical worth $3.93M as of Q1 2026.
- Capstone Investment Advisors bought 6,526 Intuitive Surgical shares in Q1 2026, an estimated $3.3M.
- Intuitive Surgical made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #470 holding.
- Capstone Investment Advisors first reported a position in Intuitive Surgical in Q1 2016 and has held it in 28 quarters since.
- Capstone Investment Advisors's Intuitive Surgical position peaked at $9.45M in Q2 2022.
- 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.