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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
Q2 		$240K Sell
603
-7
-1% -$3.06K 0.07% 111
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Jacobsen Capital Management reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2026, selling an estimated $3.06K and leaving 603 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #111.

Jacobsen Capital Management first reported a position in ISRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $336K in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Jacobsen Capital Management held 603 shares of Intuitive Surgical worth $240K as of Q2 2026.
  • Jacobsen Capital Management sold 7 Intuitive Surgical shares in Q2 2026, an estimated $3.06K.
  • Intuitive Surgical made up 0.07% of Jacobsen Capital Management's portfolio in Q2 2026, its #111 holding.
  • Jacobsen Capital Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 10 quarters since.
  • Jacobsen Capital Management's Intuitive Surgical position peaked at $336K in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.