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CoreCap Advisors’s Intuitive Surgical ISRG Stock Holding History

CoreCap Advisors’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 		$503K Sell
1,264
-161
-11% -$70.3K 0.01% 542
2026
Q1 		$657K Buy
1,425
+416
+41% +$210K 0.02% 459
2025
Q4 		$571K Sell
1,009
-2,153
-68% -$1.15M 0.02% 487
2025
Q3 		$1.41M Buy
3,162
+861
+37% +$413K 0.05% 302
2025
Q2 		$1.25M Buy
2,301
+426
+23% +$223K 0.05% 306
2025
Q1 		$929K Sell
1,875
-439
-19% -$243K 0.04% 342
2024
Q4 		$1.21M Sell
2,314
-7,804
-77% -$4.06M 0.06% 301
2024
Q3 		$4.97M Buy
10,118
+9,068
+864% +$4.22M 0.23% 78
2024
Q2 		$467K Sell
1,050
-426
-29% -$170K 0.05% 234
2024
Q1 		$589K Buy
1,476
+570
+63% +$215K 0.03% 368
2023
Q4 		$306K Sell
906
-3,197
-78% -$953K 0.02% 447
2023
Q3 		$1.2M Buy
+4,103
New +$1.28M 0.09% 213
2022
Q4 		$320K Buy
+1,206
New +$294K 0.02% 441
2022
Q3 		– Sell
-224
Closed -$45K – 1291
2022
Q2 		$45K Buy
+224
New +$52.6K ﹤0.01% 977
2022
Q1 		– Sell
-3,932
Closed -$1.41M – 1294
2021
Q4 		$1.41M Buy
+3,932
New +$1.35M 0.09% 173

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

CoreCap Advisors's ISRG Position: Q2 2026 in Review

CoreCap Advisors reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $70.3K and leaving 1,264 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #542.

CoreCap Advisors first reported a position in ISRG in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.97M in Q3 2024. 645 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CoreCap Advisors held 1,264 shares of Intuitive Surgical worth $503K as of Q2 2026.
  • CoreCap Advisors sold 161 Intuitive Surgical shares in Q2 2026, an estimated $70.3K.
  • Intuitive Surgical made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #542 holding.
  • CoreCap Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Intuitive Surgical position peaked at $4.97M in Q3 2024.
  • 645 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.