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CSM Advisors’s Intuitive Surgical ISRG Stock Holding History

CSM 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 		$5.55M Sell
13,958
-409
-3% -$179K 0.12% 210
2026
Q1 		$6.63M Buy
14,367
+10,273
+251% +$5.2M 0.16% 145
2025
Q4 		$2.32M Buy
4,094
+737
+22% +$392K 0.06% 262
2025
Q3 		$1.5M Buy
+3,357
New +$1.61M 0.04% 315

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

CSM Advisors's ISRG Position: Q2 2026 in Review

CSM Advisors reduced its Intuitive Surgical (ISRG) stake by 2.8% in Q2 2026, selling an estimated $179K and leaving 13,958 shares worth $5.55M. The position accounts for 0.12% of the portfolio, ranked #210.

CSM Advisors first reported a position in ISRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.63M in Q1 2026. 2,235 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CSM Advisors held 13,958 shares of Intuitive Surgical worth $5.55M as of Q2 2026.
  • CSM Advisors sold 409 Intuitive Surgical shares in Q2 2026, an estimated $179K.
  • Intuitive Surgical made up 0.12% of CSM Advisors's portfolio in Q2 2026, its #210 holding.
  • CSM Advisors first reported a position in Intuitive Surgical in Q3 2025 and has held it in 4 quarters since.
  • CSM Advisors's Intuitive Surgical position peaked at $6.63M in Q1 2026.
  • 2,235 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.