JC
ISRG icon

JM2 Capital’s Intuitive Surgical ISRG Stock Holding History

JM2 Capital’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 		$322K Sell
809
-12
-1% -$5.24K 0.22% 93
2026
Q1 		$378K Buy
821
+6
+0.7% +$3.04K 0.31% 78
2025
Q4 		$462K Buy
+815
New +$434K 0.37% 71

Other funds holding ISRG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's ISRG Position: Q2 2026 in Review

JM2 Capital reduced its Intuitive Surgical (ISRG) stake by 1.5% in Q2 2026, selling an estimated $5.24K and leaving 809 shares worth $322K. The position accounts for 0.22% of the portfolio, ranked #93.

JM2 Capital first reported a position in ISRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $462K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • JM2 Capital held 809 shares of Intuitive Surgical worth $322K as of Q2 2026.
  • JM2 Capital sold 12 Intuitive Surgical shares in Q2 2026, an estimated $5.24K.
  • Intuitive Surgical made up 0.22% of JM2 Capital's portfolio in Q2 2026, its #93 holding.
  • JM2 Capital first reported a position in Intuitive Surgical in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Intuitive Surgical position peaked at $462K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.