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Fortis Capital Management’s Intuitive Surgical ISRG Stock Holding History

Fortis 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 		$216K Sell
544
-84
-13% -$36.7K 0.02% 223
2026
Q1 		$289K Buy
628
+255
+68% +$129K 0.03% 174
2025
Q4 		$211K Buy
+373
New +$199K 0.03% 197
2021
Q2 		– Sell
-8,133
Closed -$2M – 119
2021
Q1 		$2M Buy
+8,133
New +$2.05M 1.15% 42

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 $3.38T AUM 44.17% 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

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

Fortis Capital Management reduced its Intuitive Surgical (ISRG) stake by 13% in Q2 2026, selling an estimated $36.7K and leaving 544 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #223.

Fortis Capital Management first reported a position in ISRG in Q1 2021 and has held it in 4 quarters since. The position peaked at $2M in Q1 2021. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Fortis Capital Management held 544 shares of Intuitive Surgical worth $216K as of Q2 2026.
  • Fortis Capital Management sold 84 Intuitive Surgical shares in Q2 2026, an estimated $36.7K.
  • Intuitive Surgical made up 0.02% of Fortis Capital Management's portfolio in Q2 2026, its #223 holding.
  • Fortis Capital Management first reported a position in Intuitive Surgical in Q1 2021 and has held it in 4 quarters since.
  • Fortis Capital Management's Intuitive Surgical position peaked at $2M in Q1 2021.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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