CM
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Caption Management’s Intuitive Surgical ISRG Stock Holding History

Caption Management’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 		– Sell
-8,000
Closed -$3.69M – 1857
2026
Q1 		$3.69M Buy
+8,000
New +$4.05M 0.02% 619
2024
Q1 		– Sell
-25,210
Closed -$8.5M – 1433
2023
Q4 		$8.5M Buy
+25,210
New +$7.51M 0.11% 207
2022
Q2 		– Sell
-17,500
Closed -$5.28M – 1631
2022
Q1 		$5.28M Buy
17,500
+17,400
+17,400% +$5.08M 0.06% 406
2021
Q4 		$37K Buy
+100
New +$34.4K ﹤0.01% 1519

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caption Management's ISRG Position: Q2 2026 in Review

Caption Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 8,000 shares — an estimated $3.69M sold.

Caption Management first reported a position in ISRG in Q4 2021 and held it in 4 quarters. The position peaked at $8.5M in Q4 2023. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Caption Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 8,000 Intuitive Surgical shares in Q2 2026, an estimated $3.69M.
  • Caption Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 4 quarters.
  • Caption Management's Intuitive Surgical position peaked at $8.5M in Q4 2023.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.