Kapstone Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Kapstone Financial Advisors’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	$489K	Sell	1,230 -18	-1%	-$7.86K	0.2%	80
2026 Q1	$575K	Hold	1,248	–	–	0.28%	62
2025 Q4	$707K	Hold	1,248	–	–	0.35%	48
2025 Q3	$558K	Buy	1,248 +126	+11%	+$60.5K	0.26%	53
2025 Q2	$610K	Hold	1,122	–	–	0.3%	51
2025 Q1	$556K	Hold	1,122	–	–	0.31%	51
2024 Q4	$643K	Hold	1,122	–	–	0.34%	49
2024 Q3	$538K	Hold	1,122	–	–	0.33%	57
2024 Q2	$499K	Hold	1,122	–	–	0.33%	55
2024 Q1	$448K	Hold	1,122	–	–	0.3%	60
2023 Q4	$421K	Hold	1,122	–	–	0.33%	60
2023 Q3	$328K	Hold	1,122	–	–	0.3%	65
2023 Q2	$363K	Sell	1,122 -45	-4%	-$13.6K	0.3%	64
2023 Q1	$311K	Hold	1,167	–	–	0.28%	71
2022 Q4	$304K	Buy	+1,167	New	+$285K	0.28%	72

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

Kapstone Financial Advisors's ISRG Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 1.4% in Q2 2026, selling an estimated $7.86K and leaving 1,230 shares worth $489K. The position accounts for 0.2% of the portfolio, ranked #80.

Kapstone Financial Advisors first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $707K in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Kapstone Financial Advisors held 1,230 shares of Intuitive Surgical worth $489K as of Q2 2026.
Kapstone Financial Advisors sold 18 Intuitive Surgical shares in Q2 2026, an estimated $7.86K.
Intuitive Surgical made up 0.2% of Kapstone Financial Advisors's portfolio in Q2 2026, its #80 holding.
Kapstone Financial Advisors first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Intuitive Surgical position peaked at $707K in Q4 2025.
2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.