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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Capital Management's ISRG Position: Q1 2026 in Review

Fortis Capital Management increased its Intuitive Surgical (ISRG) stake by 68% in Q1 2026, buying an estimated $129K and bringing the position to 628 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #174.

Fortis Capital Management first reported a position in ISRG in Q1 2021 and has held it in 3 quarters since. The position peaked at $2M in Q1 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Fortis Capital Management held 628 shares of Intuitive Surgical worth $289K as of Q1 2026.
  • Fortis Capital Management bought 255 Intuitive Surgical shares in Q1 2026, an estimated $129K.
  • Intuitive Surgical made up 0.03% of Fortis Capital Management's portfolio in Q1 2026, its #174 holding.
  • Fortis Capital Management first reported a position in Intuitive Surgical in Q1 2021 and has held it in 3 quarters since.
  • Fortis Capital Management's Intuitive Surgical position peaked at $2M in Q1 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.