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Chapman Investment Management’s Intuitive Surgical ISRG Stock Holding History

Chapman Investment 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 		– Sell
-3,741
Closed -$1.63M – 39
2026
Q1 		$1.72M Buy
3,741
+197
+6% +$99.7K 1.42% 18
2025
Q4 		$2.01M Buy
3,544
+608
+21% +$324K 1.47% 19
2025
Q3 		$1.31M Buy
2,936
+260
+10% +$125K 0.93% 20
2025
Q2 		$1.45M Buy
2,676
+164
+7% +$85.8K 1.01% 21
2025
Q1 		$1.24M Buy
2,512
+338
+16% +$187K 0.93% 22
2024
Q4 		$1.13M Buy
2,174
+117
+6% +$60.9K 0.84% 22
2024
Q3 		$1.01M Hold
2,057
– – 0.74% 26
2024
Q2 		$915K Buy
+2,057
New +$819K 0.7% 26
2022
Q3 		– Sell
-5,892
Closed -$1.18M – 42
2022
Q2 		$1.18M Sell
5,892
-114
-2% -$26.7K 0.82% 27
2022
Q1 		$1.81M Hold
6,006
– – 0.96% 27
2021
Q4 		$2.16M Sell
6,006
-54
-0.9% -$18.6K 0.99% 28
2021
Q3 		$2.01M Sell
6,060
-15
-0.2% -$5.04K 1.04% 25
2021
Q2 		$1.86M Hold
6,075
– – 1.03% 25
2021
Q1 		$1.5M Hold
6,075
– – 0.94% 26
2020
Q4 		$1.66M Hold
6,075
– – 1.08% 24
2020
Q3 		$1.44M Buy
6,075
+1,653
+37% +$371K 1.06% 25
2020
Q2 		$840K Buy
4,422
+18
+0.4% +$3.23K 0.69% 29
2020
Q1 		$727K Sell
4,404
-186
-4% -$34.1K 0.78% 29
2019
Q4 		$904K Buy
+4,590
New +$859K 0.83% 27

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Chapman Investment Management's ISRG Position: Q2 2026 in Review

Chapman Investment Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 3,741 shares — an estimated $1.63M sold.

Chapman Investment Management first reported a position in ISRG in Q4 2019 and held it in 19 quarters. The position peaked at $2.16M in Q4 2021. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Chapman Investment Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 3,741 Intuitive Surgical shares in Q2 2026, an estimated $1.63M.
  • Chapman Investment Management first reported a position in Intuitive Surgical in Q4 2019 and held it in 19 quarters.
  • Chapman Investment Management's Intuitive Surgical position peaked at $2.16M in Q4 2021.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.