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Carroll Investors’s Intuitive Surgical ISRG Stock Holding History

Carroll Investors’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 		$411K Hold
1,033
– – 0.18% 22
2026
Q1 		$476K Hold
1,033
– – 0.25% 21
2025
Q4 		$585K Hold
1,033
– – 0.28% 24
2025
Q3 		$462K Buy
1,033
+101
+11% +$48.5K 0.22% 23
2025
Q2 		$506K Buy
932
+293
+46% +$153K 0.27% 22
2025
Q1 		$316K Buy
+639
New +$353K 0.21% 23
2023
Q1 		– Sell
-1,056
Closed -$282K – 43
2022
Q4 		$282K Buy
+1,056
New +$257K 0.3% 34
2022
Q2 		– Sell
-369
Closed -$110K – 96
2022
Q1 		$110K Hold
369
– – 0.07% 46
2021
Q4 		$131K Buy
+369
New +$127K 0.07% 43

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

Carroll Investors's ISRG Position: Q2 2026 in Review

Carroll Investors held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 1,033 shares worth $411K. The position accounts for 0.18% of the portfolio, ranked #22.

Carroll Investors first reported a position in ISRG in Q4 2021 and has held it in 9 quarters since. The position peaked at $585K in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Carroll Investors held 1,033 shares of Intuitive Surgical worth $411K as of Q2 2026.
  • Carroll Investors left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.18% of Carroll Investors's portfolio in Q2 2026, its #22 holding.
  • Carroll Investors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 9 quarters since.
  • Carroll Investors's Intuitive Surgical position peaked at $585K in Q4 2025.
  • 2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Carroll Investors's 13F filing for Q2 2026, filed 3 Aug 2026.