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 Q3	$838K	Buy	2,062 +706	+52%	+$269K	0.04%	357
2026 Q2	$539K	Buy	1,356 +783	+137%	+$342K	0.03%	437
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	Hold	225	–	–	0.01%	472
2017 Q3	$27K	Buy	+225	New	+$24.5K	0.01%	444

Other funds holding ISRG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jacobi Capital Management's ISRG Position: Q3 2026 in Review

Jacobi Capital Management increased its Intuitive Surgical (ISRG) stake by 52% in Q3 2026, buying an estimated $269K and bringing the position to 2,062 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #357.

Jacobi Capital Management first reported a position in ISRG in Q3 2017 and has held it in 23 quarters since. 1,678 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

Jacobi Capital Management held 2,062 shares of Intuitive Surgical worth $838K as of Q3 2026.
Jacobi Capital Management bought 706 Intuitive Surgical shares in Q3 2026, an estimated $269K.
Intuitive Surgical made up 0.04% of Jacobi Capital Management's portfolio in Q3 2026, its #357 holding.
Jacobi Capital Management first reported a position in Intuitive Surgical in Q3 2017 and has held it in 23 quarters since.
1,678 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.