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Codex Capital Asset Management’s Intuitive Surgical ISRG Stock Holding History

Codex Capital Asset 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
Q1 		$2.22M Hold
4,820
– – 0.86% 26
2025
Q4 		$2.68M Buy
4,820
+2,820
+141% +$1.5M 0.97% 25
2025
Q3 		$894K Hold
2,000
– – 0.34% 28
2025
Q2 		$1.09M Hold
2,000
– – 0.43% 31
2025
Q1 		$991K Hold
2,000
– – 0.47% 30
2024
Q4 		$1.04M Hold
2,000
– – 0.46% 31
2024
Q3 		$983K Hold
2,000
– – 0.44% 33
2024
Q2 		$890K Buy
+2,000
New +$797K 0.41% 32

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Codex Capital Asset Management's ISRG Position: Q1 2026 in Review

Codex Capital Asset Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 4,820 shares worth $2.22M. The position accounts for 0.86% of the portfolio, ranked #26.

Codex Capital Asset Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.68M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Codex Capital Asset Management held 4,820 shares of Intuitive Surgical worth $2.22M as of Q1 2026.
  • Codex Capital Asset Management left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.86% of Codex Capital Asset Management's portfolio in Q1 2026, its #26 holding.
  • Codex Capital Asset Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Codex Capital Asset Management's Intuitive Surgical position peaked at $2.68M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Codex Capital Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.