CSC
ISRG icon

Cove Street Capital’s Intuitive Surgical ISRG Stock Holding History

Cove Street Capital’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
2025
Q3 		$121K Hold
270
– – 0.16% 59
2025
Q2 		$147K Hold
270
– – 0.22% 58
2025
Q1 		$134K Hold
270
– – 0.21% 59
2024
Q4 		$141K Hold
270
– – 0.16% 56
2024
Q3 		$133K Buy
+270
New +$126K 0.1% 65

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cove Street Capital's ISRG Position: Q3 2025 in Review

Cove Street Capital held its Intuitive Surgical (ISRG) position steady in Q3 2025 at 270 shares worth $121K. The position accounts for 0.16% of the portfolio, ranked #59.

Cove Street Capital first reported a position in ISRG in Q3 2024 and has held it in 5 quarters since. The position peaked at $147K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Cove Street Capital held 270 shares of Intuitive Surgical worth $121K as of Q3 2025.
  • Cove Street Capital left its Intuitive Surgical share count unchanged in Q3 2025.
  • Intuitive Surgical made up 0.16% of Cove Street Capital's portfolio in Q3 2025, its #59 holding.
  • Cove Street Capital first reported a position in Intuitive Surgical in Q3 2024 and has held it in 5 quarters since.
  • Cove Street Capital's Intuitive Surgical position peaked at $147K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Cove Street Capital's 13F filing for Q3 2025, filed 13 Nov 2025.