Kathmere Capital Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$242K Buy
608
+3
+0.5% +$1.31K 0.01% 582
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

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

Kathmere Capital Management increased its Intuitive Surgical (ISRG) stake by 0.5% in Q2 2026, buying an estimated $1.31K and bringing the position to 608 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #582.

Kathmere Capital Management first reported a position in ISRG in Q4 2020 and has held it in 5 quarters since. The position peaked at $319K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Kathmere Capital Management held 608 shares of Intuitive Surgical worth $242K as of Q2 2026.
  • Kathmere Capital Management bought 3 Intuitive Surgical shares in Q2 2026, an estimated $1.31K.
  • Intuitive Surgical made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #582 holding.
  • Kathmere Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 5 quarters since.
  • Kathmere Capital Management's Intuitive Surgical position peaked at $319K in Q4 2025.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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