Donaldson Capital Management’s Intuitive Surgical ISRG Stock Holding History

Donaldson Capital 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	$230K	Buy	579 +30	+5%	+$13.1K	0.01%	288
2026 Q1	$253K	Buy	+549	New	+$278K	0.01%	223
2022 Q2	–	Sell	-689	Closed	-$208K	–	237
2022 Q1	$208K	Sell	689 -603	-47%	-$176K	0.01%	247
2021 Q4	$464K	Sell	1,292 -127	-9%	-$43.7K	0.02%	192
2021 Q3	$470K	Sell	1,419 -1,869	-57%	-$628K	0.02%	175
2021 Q2	$1.01M	Buy	3,288 +12	+0.4%	+$3.37K	0.05%	109
2021 Q1	$807K	Sell	3,276 -456	-12%	-$115K	0.04%	118
2020 Q4	$1.02M	Buy	3,732 +390	+12%	+$96.8K	0.06%	101
2020 Q3	$791K	Buy	+3,342	New	+$750K	0.05%	103

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Donaldson Capital Management's ISRG Position: Q2 2026 in Review

Donaldson Capital Management increased its Intuitive Surgical (ISRG) stake by 5.5% in Q2 2026, buying an estimated $13.1K and bringing the position to 579 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #288.

Donaldson Capital Management first reported a position in ISRG in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.02M in Q4 2020. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Donaldson Capital Management held 579 shares of Intuitive Surgical worth $230K as of Q2 2026.
Donaldson Capital Management bought 30 Intuitive Surgical shares in Q2 2026, an estimated $13.1K.
Intuitive Surgical made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #288 holding.
Donaldson Capital Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 9 quarters since.
Donaldson Capital Management's Intuitive Surgical position peaked at $1.02M in Q4 2020.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.