JCM
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Jacobsen Capital Management’s Intuitive Surgical ISRG Stock Holding History

Jacobsen 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 		$281K Buy
610
+16
+3% +$8.1K 0.1% 85
2025
Q4 		$336K Buy
594
+10
+2% +$5.32K 0.11% 74
2025
Q3 		$261K Sell
584
-31
-5% -$14.9K 0.09% 93
2025
Q2 		$334K Buy
615
+37
+6% +$19.3K 0.12% 70
2025
Q1 		$286K Buy
578
+5
+0.9% +$2.77K 0.12% 72
2024
Q4 		$299K Hold
573
– – 0.13% 65
2024
Q3 		$281K Buy
573
+38
+7% +$17.7K 0.12% 72
2024
Q2 		$238K Buy
535
+32
+6% +$12.7K 0.11% 79
2024
Q1 		$201K Buy
+503
New +$190K 0.09% 91

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

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

Jacobsen Capital Management increased its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, buying an estimated $8.1K and bringing the position to 610 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #85.

Jacobsen Capital Management first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $336K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Jacobsen Capital Management held 610 shares of Intuitive Surgical worth $281K as of Q1 2026.
  • Jacobsen Capital Management bought 16 Intuitive Surgical shares in Q1 2026, an estimated $8.1K.
  • Intuitive Surgical made up 0.1% of Jacobsen Capital Management's portfolio in Q1 2026, its #85 holding.
  • Jacobsen Capital Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Jacobsen Capital Management's Intuitive Surgical position peaked at $336K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.