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Kennedy Capital Management’s Intuitive Surgical ISRG Stock Holding History

Kennedy 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 		$3.05M Sell
6,608
-289
-4% -$146K 0.06% 369
2025
Q4 		$3.91M Buy
6,897
+206
+3% +$110K 0.08% 336
2025
Q3 		$2.99M Sell
6,691
-4,279
-39% -$2.05M 0.07% 382
2025
Q2 		$5.96M Sell
10,970
-1,166
-10% -$610K 0.14% 249
2025
Q1 		$6.01M Sell
12,136
-958
-7% -$530K 0.14% 245
2024
Q4 		$6.83M Buy
13,094
+1,681
+15% +$876K 0.15% 240
2024
Q3 		$5.61M Buy
11,413
+522
+5% +$243K 0.12% 282
2024
Q2 		$4.84M Buy
10,891
+4,513
+71% +$1.8M 0.1% 330
2024
Q1 		$2.55M Buy
+6,378
New +$2.41M 0.05% 477

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kennedy Capital Management reduced its Intuitive Surgical (ISRG) stake by 4.2% in Q1 2026, selling an estimated $146K and leaving 6,608 shares worth $3.05M. The position accounts for 0.06% of the portfolio, ranked #369.

Kennedy Capital Management first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.83M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Kennedy Capital Management held 6,608 shares of Intuitive Surgical worth $3.05M as of Q1 2026.
  • Kennedy Capital Management sold 289 Intuitive Surgical shares in Q1 2026, an estimated $146K.
  • Intuitive Surgical made up 0.06% of Kennedy Capital Management's portfolio in Q1 2026, its #369 holding.
  • Kennedy Capital Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Kennedy Capital Management's Intuitive Surgical position peaked at $6.83M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.