Carderock Capital Management’s Intuitive Surgical ISRG Stock Holding History

Carderock Capital 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	$7.24M	Sell	18,207 -332	-2%	-$145K	1.59%	29
2026 Q1	$8.55M	Buy	18,539 +295	+2%	+$149K	2.11%	20
2025 Q4	$10.3M	Sell	18,244 -113	-0.6%	-$60.2K	2.5%	13
2025 Q3	$8.21M	Buy	18,357 +465	+3%	+$223K	2%	21
2025 Q2	$9.72M	Sell	17,892 -3,768	-17%	-$1.97M	2.49%	9
2025 Q1	$10.7M	Sell	21,660 -48	-0.2%	-$26.5K	2.84%	3
2024 Q4	$11.3M	Sell	21,708 -355	-2%	-$185K	2.84%	6
2024 Q3	$10.8M	Buy	22,063 +497	+2%	+$231K	2.56%	10
2024 Q2	$9.59M	Buy	21,566 +13,122	+155%	+$5.23M	2.51%	11
2024 Q1	$3.37M	Buy	+8,444	New	+$3.19M	0.94%	46
2013 Q3	–	Sell	-9,081	Closed	-$511K	–	91
2013 Q2	$511K	Buy	+9,081	New	+$500K	0.3%	74

Other funds holding ISRG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Carderock Capital Management's ISRG Position: Q2 2026 in Review

Carderock Capital Management reduced its Intuitive Surgical (ISRG) stake by 1.8% in Q2 2026, selling an estimated $145K and leaving 18,207 shares worth $7.24M. The position accounts for 1.59% of the portfolio, ranked #29.

Carderock Capital Management first reported a position in ISRG in Q2 2013 and has held it in 11 quarters since. The position peaked at $11.3M in Q4 2024. 955 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Carderock Capital Management held 18,207 shares of Intuitive Surgical worth $7.24M as of Q2 2026.
Carderock Capital Management sold 332 Intuitive Surgical shares in Q2 2026, an estimated $145K.
Intuitive Surgical made up 1.59% of Carderock Capital Management's portfolio in Q2 2026, its #29 holding.
Carderock Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 11 quarters since.
Carderock Capital Management's Intuitive Surgical position peaked at $11.3M in Q4 2024.
955 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.