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 Q2	$1.93M	Buy	4,850 +30	+0.6%	+$13.1K	0.67%	27
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Codex Capital Asset Management's ISRG Position: Q2 2026 in Review

Codex Capital Asset Management increased its Intuitive Surgical (ISRG) stake by 0.62% in Q2 2026, buying an estimated $13.1K and bringing the position to 4,850 shares worth $1.93M. The position accounts for 0.67% of the portfolio, ranked #27.

Codex Capital Asset Management first reported a position in ISRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.68M in Q4 2025. 2,251 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Codex Capital Asset Management held 4,850 shares of Intuitive Surgical worth $1.93M as of Q2 2026.
Codex Capital Asset Management bought 30 Intuitive Surgical shares in Q2 2026, an estimated $13.1K.
Intuitive Surgical made up 0.67% of Codex Capital Asset Management's portfolio in Q2 2026, its #27 holding.
Codex Capital Asset Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 9 quarters since.
Codex Capital Asset Management's Intuitive Surgical position peaked at $2.68M in Q4 2025.
2,251 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Codex Capital Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.