Jacobi Capital Management’s Intuitive Surgical ISRG Stock Holding History

Jacobi 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	$264K	Buy	573 +53	+10%	+$26.8K	0.01%	559
2025 Q4	$295K	Hold	520	–	–	0.02%	531
2025 Q3	$233K	Buy	520 +8	+2%	+$3.84K	0.01%	564
2025 Q2	$278K	Buy	+512	New	+$268K	0.02%	518
2021 Q4	–	Sell	-234	Closed	-$78K	–	846
2021 Q3	$78K	Hold	234	–	–	0.01%	557
2021 Q2	$72K	Hold	234	–	–	0.01%	545
2021 Q1	$58K	Hold	234	–	–	0.01%	547
2020 Q4	$64K	Hold	234	–	–	0.01%	488
2020 Q3	$55K	Hold	234	–	–	0.01%	477
2020 Q2	$44K	Sell	234 -30	-11%	-$5.38K	0.01%	500
2020 Q1	$44K	Buy	264 +39	+17%	+$7.14K	0.01%	440
2019 Q4	$44K	Hold	225	–	–	0.01%	488
2019 Q3	$40K	Hold	225	–	–	0.01%	486
2019 Q2	$39K	Hold	225	–	–	0.01%	487
2019 Q1	$43K	Hold	225	–	–	0.01%	435
2018 Q4	$36K	Hold	225	–	–	0.01%	430
2018 Q3	$43K	Hold	225	–	–	0.01%	441
2018 Q2	$36K	Hold	225	–	–	0.01%	467
2018 Q1	$30K	Hold	225	–	–	0.01%	478
2017 Q4	$29K	Sell	225 -450	-67%	-$56.3K	0.01%	472
2017 Q3	$27K	Buy	+675	New	+$73.5K	0.01%	444

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jacobi Capital Management increased its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, buying an estimated $26.8K and bringing the position to 573 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #559.

Jacobi Capital Management first reported a position in ISRG in Q3 2017 and has held it in 21 quarters since. The position peaked at $295K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Jacobi Capital Management held 573 shares of Intuitive Surgical worth $264K as of Q1 2026.
Jacobi Capital Management bought 53 Intuitive Surgical shares in Q1 2026, an estimated $26.8K.
Intuitive Surgical made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #559 holding.
Jacobi Capital Management first reported a position in Intuitive Surgical in Q3 2017 and has held it in 21 quarters since.
Jacobi Capital Management's Intuitive Surgical position peaked at $295K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.