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Cozad Asset Management’s Intuitive Surgical ISRG Stock Holding History

Cozad 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 		$625K Buy
1,572
+80
+5% +$35K 0.04% 282
2026
Q1 		$688K Sell
1,492
-60
-4% -$30.4K 0.05% 264
2025
Q4 		$879K Buy
1,552
+60
+4% +$31.9K 0.07% 234
2025
Q3 		$667K Buy
1,492
+6
+0.4% +$2.88K 0.05% 264
2025
Q2 		$808K Sell
1,486
-100
-6% -$52.3K 0.07% 224
2025
Q1 		$785K Buy
+1,586
New +$877K 0.08% 212

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

Cozad Asset Management's ISRG Position: Q2 2026 in Review

Cozad Asset Management increased its Intuitive Surgical (ISRG) stake by 5.4% in Q2 2026, buying an estimated $35K and bringing the position to 1,572 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #282.

Cozad Asset Management first reported a position in ISRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $879K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Cozad Asset Management held 1,572 shares of Intuitive Surgical worth $625K as of Q2 2026.
  • Cozad Asset Management bought 80 Intuitive Surgical shares in Q2 2026, an estimated $35K.
  • Intuitive Surgical made up 0.04% of Cozad Asset Management's portfolio in Q2 2026, its #282 holding.
  • Cozad Asset Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 6 quarters since.
  • Cozad Asset Management's Intuitive Surgical position peaked at $879K in Q4 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.