CAPTRUST Financial 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
Q2 | $69M | Buy |
173,479
+30,142
| +21% | +$13.2M | 0.11% | 167 |
|
|
2026
Q1 | $66.1M | Buy |
143,337
+108,782
| +315% | +$55M | 0.12% | 157 |
|
|
2025
Q4 | $19.6M | Buy |
34,555
+6,589
| +24% | +$3.51M | 0.04% | 341 |
|
|
2025
Q3 | $12.5M | Buy |
27,966
+105
| +0.4% | +$50.4K | 0.03% | 424 |
|
|
2025
Q2 | $15.1M | Buy |
27,861
+112
| +0.4% | +$58.6K | 0.03% | 369 |
|
|
2025
Q1 | $13.7M | Buy |
27,749
+1,250
| +5% | +$691K | 0.03% | 358 |
|
|
2024
Q4 | $13.8M | Buy |
26,499
+376
| +1% | +$196K | 0.04% | 307 |
|
|
2024
Q3 | $12.8M | Sell |
26,123
-14,215
| -35% | -$6.62M | 0.04% | 329 |
|
|
2024
Q2 | $17.9M | Buy |
40,338
+3,049
| +8% | +$1.21M | 0.06% | 241 |
|
|
2024
Q1 | $14.9M | Sell |
37,289
-4,432
| -11% | -$1.67M | 0.05% | 270 |
|
|
2023
Q4 | $14.1M | Buy |
41,721
+739
| +2% | +$220K | 0.05% | 306 |
|
|
2023
Q3 | $12M | Buy |
40,982
+11,543
| +39% | +$3.6M | 0.05% | 304 |
|
|
2023
Q2 | $10.1M | Buy |
29,439
+5,892
| +25% | +$1.78M | 0.04% | 329 |
|
|
2023
Q1 | $6.02M | Buy |
23,547
+1,682
| +8% | +$414K | 0.03% | 414 |
|
|
2022
Q4 | $5.8M | Buy |
21,865
+2,798
| +15% | +$682K | 0.03% | 400 |
|
|
2022
Q3 | $3.57M | Buy |
19,067
+140
| +0.7% | +$30.1K | 0.02% | 498 |
|
|
2022
Q2 | $3.8M | Buy |
18,927
+4,696
| +33% | +$1.1M | 0.02% | 437 |
|
|
2022
Q1 | $4.29M | Sell |
14,231
-4,585
| -24% | -$1.34M | 0.03% | 396 |
|
|
2021
Q4 | $6.76M | Buy |
18,816
+2,181
| +13% | +$750K | 0.05% | 301 |
|
|
2021
Q3 | $5.51M | Buy |
16,635
+942
| +6% | +$316K | 0.05% | 304 |
|
|
2021
Q2 | $4.81M | Sell |
15,693
-4,695
| -23% | -$1.32M | 0.04% | 306 |
|
|
2021
Q1 | $5.02M | Buy |
20,388
+1,440
| +8% | +$362K | 0.05% | 268 |
|
|
2020
Q4 | $5.17M | Sell |
18,948
-108,696
| -85% | -$27M | 0.07% | 241 |
|
|
2020
Q3 | $30.2M | Sell |
127,644
-23,766
| -16% | -$5.34M | 0.5% | 37 |
|
|
2020
Q2 | $29M | Buy |
151,410
+33,126
| +28% | +$5.94M | 0.48% | 50 |
|
|
2020
Q1 | $18.1M | Buy |
118,284
+115,962
| +4,994% | +$21.2M | 0.4% | 65 |
|
|
2019
Q4 | $462K | Buy |
2,322
+1,872
| +416% | +$351K | 0.01% | 706 |
|
|
2019
Q3 | $81K | Buy |
450
+96
| +27% | +$16.6K | ﹤0.01% | 837 |
|
|
2019
Q2 | $62K | Buy |
354
+96
| +37% | +$16.4K | ﹤0.01% | 910 |
|
|
2019
Q1 | $49K | Buy |
258
+6
| +2% | +$1.07K | ﹤0.01% | 915 |
|
|
2018
Q4 | $40K | Buy |
252
+234
| +1,300% | +$39.7K | ﹤0.01% | 837 |
|
|
2018
Q3 | $3K | Sell |
18
-9
| -33% | -$1.6K | ﹤0.01% | 1438 |
|
|
2018
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 1348 |
|
|
2018
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q4 | $3K | Buy |
+27
| New | +$3.38K | ﹤0.01% | 1162 |
|
Other funds holding ISRG
CAPTRUST Financial Advisors's ISRG Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Intuitive Surgical (ISRG) stake by 21% in Q2 2026, buying an estimated $13.2M and bringing the position to 173,479 shares worth $69M. The position accounts for 0.11% of the portfolio, ranked #167.
CAPTRUST Financial Advisors first reported a position in ISRG in Q4 2017 and has held it in 35 quarters since. 2,231 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.
- CAPTRUST Financial Advisors held 173,479 shares of Intuitive Surgical worth $69M as of Q2 2026.
- CAPTRUST Financial Advisors bought 30,142 Intuitive Surgical shares in Q2 2026, an estimated $13.2M.
- Intuitive Surgical made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #167 holding.
- CAPTRUST Financial Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 35 quarters since.
- 2,231 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.