CI
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CX Institutional’s Intuitive Surgical ISRG Stock Holding History

CX Institutional’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 		$778K Sell
1,957
-46
-2% -$20.1K 0.02% 369
2026
Q1 		$923K Sell
2,003
-162
-7% -$82K 0.03% 350
2025
Q4 		$1.23M Buy
2,165
+5
+0.2% +$2.66K 0.04% 258
2025
Q3 		$966K Buy
2,160
+229
+12% +$110K 0.03% 305
2025
Q2 		$1.05M Buy
1,931
+58
+3% +$30.3K 0.04% 263
2025
Q1 		$928K Buy
1,873
+48
+3% +$26.5K 0.04% 275
2024
Q4 		$953K Sell
1,825
-48
-3% -$25K 0.04% 266
2024
Q3 		$920K Buy
1,873
+28
+2% +$13K 0.04% 298
2024
Q2 		$821K Sell
1,845
-15
-0.8% -$5.97K 0.04% 306
2024
Q1 		$742K Sell
1,860
-32
-2% -$12.1K 0.04% 316
2023
Q4 		$638K Sell
1,892
-176
-9% -$52.5K 0.03% 306
2023
Q3 		$604K Sell
2,068
-86
-4% -$26.9K 0.03% 310
2023
Q2 		$737K Buy
2,154
+571
+36% +$173K 0.04% 310
2023
Q1 		$402K Sell
1,583
-80
-5% -$19.7K 0.02% 366
2022
Q4 		$441K Buy
+1,663
New +$405K 0.03% 383
2022
Q3 		– Sell
-424
Closed -$85K – 802
2022
Q2 		$85K Buy
+424
New +$99.5K 0.01% 572
2021
Q4 		– Sell
-420
Closed -$139K – 626
2021
Q3 		$139K Buy
420
+6
+1% +$2.02K 0.01% 398
2021
Q2 		$127K Buy
414
+117
+39% +$32.8K 0.01% 400
2021
Q1 		$73K Sell
297
-87
-23% -$21.9K 0.01% 422
2020
Q4 		$105K Buy
384
+111
+41% +$27.6K 0.01% 353
2020
Q3 		$65K Buy
273
+45
+20% +$10.1K 0.01% 356
2020
Q2 		$43K Buy
228
+165
+262% +$29.6K 0.01% 353
2020
Q1 		$10K Sell
63
-18
-22% -$3.3K ﹤0.01% 452
2019
Q4 		$16K Hold
81
– – ﹤0.01% 374
2019
Q3 		$15K Buy
81
+9
+13% +$1.56K ﹤0.01% 409
2019
Q2 		$13K Hold
72
– – ﹤0.01% 449
2019
Q1 		$14K Buy
+72
New +$12.8K ﹤0.01% 427

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

CX Institutional's ISRG Position: Q2 2026 in Review

CX Institutional reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q2 2026, selling an estimated $20.1K and leaving 1,957 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #369.

CX Institutional first reported a position in ISRG in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.23M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CX Institutional held 1,957 shares of Intuitive Surgical worth $778K as of Q2 2026.
  • CX Institutional sold 46 Intuitive Surgical shares in Q2 2026, an estimated $20.1K.
  • Intuitive Surgical made up 0.02% of CX Institutional's portfolio in Q2 2026, its #369 holding.
  • CX Institutional first reported a position in Intuitive Surgical in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Intuitive Surgical position peaked at $1.23M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.