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
$17.3M Sell
37,500
-2,400
-6% -$1.21M 0.03% 202
2025
Q4
$22.6M Sell
39,900
-19,100
-32% -$10.2M 0.04% 164
2025
Q3
$26.4M Buy
59,000
+37,100
+169% +$17.8M 0.05% 167
2025
Q2
$11.9M Sell
21,900
-14,600
-40% -$7.63M 0.03% 214
2025
Q1
$18.1M Sell
36,500
-71,100
-66% -$39.3M 0.05% 187
2024
Q4
$56.2M Buy
107,600
+14,100
+15% +$7.34M 0.14% 90
2024
Q3
$45.9M Buy
93,500
+17,000
+22% +$7.91M 0.14% 94
2024
Q2
$34M Buy
76,500
+33,500
+78% +$13.3M 0.11% 122
2024
Q1
$17.2M Sell
43,000
-19,800
-32% -$7.48M 0.06% 198
2023
Q4
$21.2M Buy
62,800
+22,100
+54% +$6.59M 0.06% 195
2023
Q3
$11.9M Buy
40,700
+15,500
+62% +$4.84M 0.05% 245
2023
Q2
$8.62M Buy
25,200
+7,400
+42% +$2.24M 0.04% 275
2023
Q1
$4.55M Sell
17,800
-18,200
-51% -$4.48M 0.02% 382
2022
Q4
$9.55M Buy
36,000
+3,700
+11% +$902K 0.07% 241
2022
Q3
$6.05M Sell
32,300
-50,500
-61% -$10.8M 0.04% 359
2022
Q2
$16.6M Sell
82,800
-140,900
-63% -$33.1M 0.08% 160
2022
Q1
$67.5M Sell
223,700
-40,300
-15% -$11.8M 0.19% 67
2021
Q4
$94.9M Buy
264,000
+74,400
+39% +$25.6M 0.16% 113
2021
Q3
$62.8M Buy
189,600
+41,100
+28% +$13.8M 0.12% 145
2021
Q2
$45.5M Buy
148,500
+33,600
+29% +$9.43M 0.1% 174
2021
Q1
$28.3M Sell
114,900
-17,700
-13% -$4.45M 0.08% 216
2020
Q4
$36.2M Buy
132,600
+42,300
+47% +$10.5M 0.12% 130
2020
Q3
$21.4M Sell
90,300
-48,000
-35% -$10.8M 0.11% 161
2020
Q2
$26.3M Buy
138,300
+121,800
+738% +$21.8M 0.17% 104
2020
Q1
$2.72M Sell
16,500
-202,200
-92% -$37M 0.04% 427
2019
Q4
$43.1M Buy
218,700
+59,400
+37% +$11.1M 0.23% 97
2019
Q3
$28.7M Buy
159,300
+15,600
+11% +$2.7M 0.2% 109
2019
Q2
$25.1M Buy
143,700
+53,400
+59% +$9.15M 0.18% 124
2019
Q1
$17.2M Buy
90,300
+36,300
+67% +$6.45M 0.16% 140
2018
Q4
$8.62M Buy
54,000
+18,600
+53% +$3.15M 0.11% 154
2018
Q3
$6.77M Buy
35,400
+30,000
+556% +$5.33M 0.08% 200
2018
Q2
$861K Buy
+5,400
New +$824K 0.01% 404
2013
Q3
Sell
-3,600
Closed -$202K 525
2013
Q2
$202K Buy
+3,600
New +$198K ﹤0.01% 415

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.