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Custom Index Systems’s Intuitive Surgical ISRG Stock Holding History

Custom Index Systems’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 		– Sell
-671
Closed -$309K – 533
2026
Q1 		$309K Buy
671
+48
+8% +$24.3K 0.13% 199
2025
Q4 		$353K Sell
623
-326
-34% -$174K 0.16% 180
2025
Q3 		$424K Buy
949
+359
+61% +$172K 0.13% 184
2025
Q2 		$321K Sell
590
-153
-21% -$80K 0.15% 182
2025
Q1 		$368K Sell
743
-42
-5% -$23.2K 0.19% 173
2024
Q4 		$410K Buy
785
+1
+0.1% +$521 0.22% 139
2024
Q3 		$385K Sell
784
-34
-4% -$15.8K 0.21% 161
2024
Q2 		$364K Buy
818
+141
+21% +$56.2K 0.21% 144
2024
Q1 		$270K Buy
+677
New +$256K 0.15% 196

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

Custom Index Systems's ISRG Position: Q2 2026 in Review

Custom Index Systems sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 671 shares — an estimated $309K sold.

Custom Index Systems first reported a position in ISRG in Q1 2024 and held it in 9 quarters. The position peaked at $424K in Q3 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Custom Index Systems reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Custom Index Systems sold 671 Intuitive Surgical shares in Q2 2026, an estimated $309K.
  • Custom Index Systems first reported a position in Intuitive Surgical in Q1 2024 and held it in 9 quarters.
  • Custom Index Systems's Intuitive Surgical position peaked at $424K in Q3 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.