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 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	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 $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

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

Jacobi Capital Management increased its Intuitive Surgical (ISRG) stake by 137% in Q2 2026, buying an estimated $342K and bringing the position to 1,356 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #437.

Jacobi Capital Management first reported a position in ISRG in Q3 2017 and has held it in 22 quarters since. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Jacobi Capital Management held 1,356 shares of Intuitive Surgical worth $539K as of Q2 2026.
Jacobi Capital Management bought 783 Intuitive Surgical shares in Q2 2026, an estimated $342K.
Intuitive Surgical made up 0.03% of Jacobi Capital Management's portfolio in Q2 2026, its #437 holding.
Jacobi Capital Management first reported a position in Intuitive Surgical in Q3 2017 and has held it in 22 quarters since.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.