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Dalton Investments’s Intuitive Surgical ISRG Stock Holding History

Dalton Investments’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 		$1.63M Hold
4,100
– – 1.47% 8
2026
Q1 		$1.89M Hold
4,100
– – 1.83% 8
2025
Q4 		$2.32M Hold
4,100
– – 1.72% 10
2025
Q3 		$1.83M Hold
4,100
– – 1.23% 11
2025
Q2 		$2.23M Buy
4,100
+1,700
+71% +$889K 1.18% 11
2025
Q1 		$1.19M Buy
2,400
+1,500
+167% +$830K 0.64% 17
2024
Q4 		$470K Buy
+900
New +$469K 0.24% 24

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

Dalton Investments's ISRG Position: Q2 2026 in Review

Dalton Investments held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 4,100 shares worth $1.63M. The position accounts for 1.47% of the portfolio, ranked #8.

Dalton Investments first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Dalton Investments held 4,100 shares of Intuitive Surgical worth $1.63M as of Q2 2026.
  • Dalton Investments left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 1.47% of Dalton Investments's portfolio in Q2 2026, its #8 holding.
  • Dalton Investments first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Dalton Investments's Intuitive Surgical position peaked at $2.32M in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Dalton Investments's 13F filing for Q2 2026, filed 11 Aug 2026.