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
$2.4M Sell
5,200
-2,000
-28% -$1.01M ﹤0.01% 596
2025
Q4
$4.08M Sell
7,200
-3,400
-32% -$1.81M 0.01% 409
2025
Q3
$4.74M Buy
10,600
+5,800
+121% +$2.78M 0.01% 486
2025
Q2
$2.61M Sell
4,800
-5,600
-54% -$2.93M 0.01% 560
2025
Q1
$5.15M Sell
10,400
-17,900
-63% -$9.9M 0.01% 439
2024
Q4
$14.8M Buy
28,300
+5,100
+22% +$2.66M 0.04% 275
2024
Q3
$11.4M Buy
23,200
+1,800
+8% +$838K 0.03% 277
2024
Q2
$9.52M Buy
21,400
+8,400
+65% +$3.35M 0.03% 318
2024
Q1
$5.19M Sell
13,000
-5,800
-31% -$2.19M 0.02% 424
2023
Q4
$6.34M Buy
18,800
+8,800
+88% +$2.62M 0.02% 448
2023
Q3
$2.92M Buy
10,000
+3,500
+54% +$1.09M 0.01% 597
2023
Q2
$2.22M Buy
6,500
+2,100
+48% +$635K 0.01% 613
2023
Q1
$1.12M Sell
4,400
-6,900
-61% -$1.7M 0.01% 757
2022
Q4
$3M Buy
11,300
+800
+8% +$195K 0.02% 564
2022
Q3
$1.97M Sell
10,500
-300
-3% -$64.4K 0.01% 759
2022
Q2
$2.17M Sell
10,800
-16,700
-61% -$3.92M 0.01% 732
2022
Q1
$8.3M Buy
27,500
+3,500
+15% +$1.02M 0.02% 524
2021
Q4
$8.62M Buy
24,000
+1,800
+8% +$619K 0.01% 660
2021
Q3
$7.36M Buy
22,200
+12,900
+139% +$4.33M 0.01% 719
2021
Q2
$2.85M Sell
9,300
-3,000
-24% -$842K 0.01% 901
2021
Q1
$3.03M Sell
12,300
-2,700
-18% -$679K 0.01% 791
2020
Q4
$4.09M Sell
15,000
-5,400
-26% -$1.34M 0.01% 663
2020
Q3
$4.83M Buy
20,400
+7,800
+62% +$1.75M 0.02% 524
2020
Q2
$2.39M Buy
12,600
+6,900
+121% +$1.24M 0.02% 653
2020
Q1
$941K Sell
5,700
-27,000
-83% -$4.95M 0.02% 728
2019
Q4
$6.44M Sell
32,700
-6,000
-16% -$1.12M 0.03% 470
2019
Q3
$6.96M Sell
38,700
-4,200
-10% -$726K 0.05% 357
2019
Q2
$7.5M Buy
42,900
+1,500
+4% +$257K 0.05% 362
2019
Q1
$7.87M Buy
41,400
+36,600
+763% +$6.5M 0.07% 261
2018
Q4
$766K Buy
4,800
+3,600
+300% +$610K 0.01% 699
2018
Q3
$230K Buy
+1,200
New +$213K ﹤0.01% 981
2013
Q4
Sell
-226,800
Closed -$9.48M 522
2013
Q3
$9.48M Sell
226,800
-192,600
-46% -$8.51M 0.1% 117
2013
Q2
$23.6M Buy
+419,400
New +$23.1M 0.25% 54

Other funds holding ISRG

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.