Capstone Wealth Management Group (Pennsylvania)’s Intuitive Surgical ISRG Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$1.09M	Sell	2,364 -642	-21%	-$325K	0.46%	46
2025 Q4	$1.7M	Hold	3,006	–	–	0.71%	27
2025 Q3	$1.34M	Buy	3,006 +614	+26%	+$295K	0.57%	29
2025 Q2	$1.3M	Sell	2,392 -1,218	-34%	-$637K	1.25%	16
2025 Q1	$1.79M	Hold	3,610	–	–	1.02%	26
2024 Q4	$1.88M	Sell	3,610 -331	-8%	-$172K	1.01%	24
2024 Q3	$1.94M	Sell	3,941 -1,202	-23%	-$560K	1.15%	24
2024 Q2	$2.29M	Buy	5,143 +2,892	+128%	+$1.15M	1.5%	19
2024 Q1	$898K	Buy	+2,251	New	+$851K	0.64%	38

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s ISRG Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Intuitive Surgical (ISRG) stake by 21% in Q1 2026, selling an estimated $325K and leaving 2,364 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #46.

Capstone Wealth Management Group (Pennsylvania) first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.29M in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 2,364 shares of Intuitive Surgical worth $1.09M as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) sold 642 Intuitive Surgical shares in Q1 2026, an estimated $325K.
Intuitive Surgical made up 0.46% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #46 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Intuitive Surgical position peaked at $2.29M in Q2 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.