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 Q3	$1.97M	Hold	4,850	–	–	0.67%	26
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Codex Capital Asset Management's ISRG Position: Q3 2026 in Review

Codex Capital Asset Management held its Intuitive Surgical (ISRG) position steady in Q3 2026 at 4,850 shares worth $1.97M. The position accounts for 0.67% of the portfolio, ranked #26.

Codex Capital Asset Management first reported a position in ISRG in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.68M in Q4 2025. 872 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Codex Capital Asset Management held 4,850 shares of Intuitive Surgical worth $1.97M as of Q3 2026.
Codex Capital Asset Management left its Intuitive Surgical share count unchanged in Q3 2026.
Intuitive Surgical made up 0.67% of Codex Capital Asset Management's portfolio in Q3 2026, its #26 holding.
Codex Capital Asset Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 10 quarters since.
Codex Capital Asset Management's Intuitive Surgical position peaked at $2.68M in Q4 2025.
872 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Codex Capital Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.