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 Q1	$20.7M	Buy	45,000 +11,800	+36%	+$5.97M	0.12%	177
2025 Q4	$18.8M	Buy	+33,200	New	+$17.7M	0.13%	186
2024 Q1	–	Sell	-30,000	Closed	-$10.1M	–	1434
2023 Q4	$10.1M	Buy	+30,000	New	+$8.94M	0.14%	184
2022 Q2	–	Sell	-25,000	Closed	-$7.54M	–	1632
2022 Q1	$7.54M	Buy	25,000 +13,600	+119%	+$3.97M	0.09%	303
2021 Q4	$4.1M	Buy	+11,400	New	+$3.92M	0.05%	525
2019 Q1	–	Sell	-34,500	Closed	-$5.51M	–	651
2018 Q4	$5.51M	Buy	+34,500	New	+$5.85M	0.44%	68
2018 Q1	–	Sell	-45,000	Closed	-$5.47M	–	269
2017 Q4	$5.47M	Buy	+45,000	New	+$5.63M	0.57%	57

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

Caption Management's ISRG Position: Q1 2026 in Review

Caption Management opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 8,000 shares worth $3.69M. The stake represents 0.02% of the portfolio and ranks #619 among its holdings. This is a return to the name: Caption Management previously reported a position in ISRG as recently as Q4 2023.

Caption Management first reported a position in ISRG in Q4 2021 and has held it in 4 quarters since. The position peaked at $8.5M in Q4 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Caption Management held 8,000 shares of Intuitive Surgical worth $3.69M as of Q1 2026.
Intuitive Surgical was a new Caption Management position in Q1 2026.
Intuitive Surgical made up 0.02% of Caption Management's portfolio in Q1 2026, its #619 holding.
Caption Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 4 quarters since.
Caption Management's Intuitive Surgical position peaked at $8.5M in Q4 2023.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.