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Compass Capital Management’s Intuitive Surgical ISRG Stock Holding History

Compass Capital 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 		$7.76M Sell
19,521
-461
-2% -$201K 0.47% 43
2026
Q1 		$9.21M Buy
19,982
+35
+0.2% +$17.7K 0.56% 39
2025
Q4 		$11.3M Sell
19,947
-4,503
-18% -$2.4M 0.63% 34
2025
Q3 		$10.9M Sell
24,450
-2,791
-10% -$1.34M 0.58% 37
2025
Q2 		$14.8M Buy
+27,241
New +$14.2M 0.79% 33

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

Compass Capital Management's ISRG Position: Q2 2026 in Review

Compass Capital Management reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q2 2026, selling an estimated $201K and leaving 19,521 shares worth $7.76M. The position accounts for 0.47% of the portfolio, ranked #43.

Compass Capital Management first reported a position in ISRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.8M in Q2 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Compass Capital Management held 19,521 shares of Intuitive Surgical worth $7.76M as of Q2 2026.
  • Compass Capital Management sold 461 Intuitive Surgical shares in Q2 2026, an estimated $201K.
  • Intuitive Surgical made up 0.47% of Compass Capital Management's portfolio in Q2 2026, its #43 holding.
  • Compass Capital Management first reported a position in Intuitive Surgical in Q2 2025 and has held it in 5 quarters since.
  • Compass Capital Management's Intuitive Surgical position peaked at $14.8M in Q2 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Compass Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.