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 Q2	$475K	Sell	1,195 -1,169	-49%	-$511K	0.17%	65
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capstone Wealth Management Group (Pennsylvania)'s ISRG Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Intuitive Surgical (ISRG) stake by 49% in Q2 2026, selling an estimated $511K and leaving 1,195 shares worth $475K. The position accounts for 0.17% of the portfolio, ranked #65.

Capstone Wealth Management Group (Pennsylvania) first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q2 2024. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 1,195 shares of Intuitive Surgical worth $475K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) sold 1,169 Intuitive Surgical shares in Q2 2026, an estimated $511K.
Intuitive Surgical made up 0.17% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #65 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Intuitive Surgical position peaked at $2.29M in Q2 2024.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.