Kathmere Capital Management’s Intuitive Surgical ISRG Stock Holding History

Kathmere 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	$279K	Buy	605 +42	+7%	+$21.2K	0.02%	487
2025 Q4	$319K	Buy	+563	New	+$300K	0.02%	408
2025 Q3	–	Sell	-373	Closed	-$203K	–	538
2025 Q2	$203K	Buy	+373	New	+$195K	0.02%	457
2021 Q1	–	Sell	-9	Closed	-$2K	–	272
2020 Q4	$2K	Buy	+9	New	+$2.23K	﹤0.01%	386

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kathmere Capital Management increased its Intuitive Surgical (ISRG) stake by 7.5% in Q1 2026, buying an estimated $21.2K and bringing the position to 605 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #487.

Kathmere Capital Management first reported a position in ISRG in Q4 2020 and has held it in 4 quarters since. The position peaked at $319K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Kathmere Capital Management held 605 shares of Intuitive Surgical worth $279K as of Q1 2026.
Kathmere Capital Management bought 42 Intuitive Surgical shares in Q1 2026, an estimated $21.2K.
Intuitive Surgical made up 0.02% of Kathmere Capital Management's portfolio in Q1 2026, its #487 holding.
Kathmere Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 4 quarters since.
Kathmere Capital Management's Intuitive Surgical position peaked at $319K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.