Carnegie Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Carnegie Investment Counsel’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	$554K	Sell	1,394 -1,859	-57%	-$812K	0.01%	379
2026 Q1	$1.5M	Buy	3,253 +1,565	+93%	+$792K	0.03%	284
2025 Q4	$956K	Buy	1,688 +971	+135%	+$517K	0.02%	330
2025 Q3	$321K	Sell	717 -33	-4%	-$15.8K	0.01%	465
2025 Q2	$408K	Buy	750 +88	+13%	+$46K	0.01%	425
2025 Q1	$307K	Buy	662 +9	+1%	+$4.98K	0.01%	428
2024 Q4	$341K	Buy	653 +163	+33%	+$84.9K	0.01%	386
2024 Q3	$241K	Buy	490 +9	+2%	+$4.19K	0.01%	429
2024 Q2	$214K	Sell	481 -57	-11%	-$22.7K	0.01%	446
2024 Q1	$215K	Buy	+538	New	+$203K	0.01%	471

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 $3.38T AUM 44.17% 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

Carnegie Investment Counsel's ISRG Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Intuitive Surgical (ISRG) stake by 57% in Q2 2026, selling an estimated $812K and leaving 1,394 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #379.

Carnegie Investment Counsel first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Carnegie Investment Counsel held 1,394 shares of Intuitive Surgical worth $554K as of Q2 2026.
Carnegie Investment Counsel sold 1,859 Intuitive Surgical shares in Q2 2026, an estimated $812K.
Intuitive Surgical made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #379 holding.
Carnegie Investment Counsel first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
Carnegie Investment Counsel's Intuitive Surgical position peaked at $1.5M in Q1 2026.
2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.