KLCM
ISRG icon

KG&L Capital Management’s Intuitive Surgical ISRG Stock Holding History

KG&L 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
2025
Q4 		– Sell
-2,981
Closed -$1.33M – 232
2025
Q3 		$1.33M Buy
2,981
+2,361
+381% +$1.13M 0.36% 63
2025
Q2 		$337K Sell
620
-26
-4% -$13.6K 0.1% 144
2025
Q1 		$320K Sell
646
-8
-1% -$4.42K 0.1% 154
2024
Q4 		$341K Sell
654
-27
-4% -$14.1K 0.11% 149
2024
Q3 		$335K Sell
681
-500
-42% -$233K 0.11% 152
2024
Q2 		$525K Buy
1,181
+441
+60% +$176K 0.18% 114
2024
Q1 		$295K Sell
740
-94
-11% -$35.5K 0.12% 146
2023
Q4 		$281K Sell
834
-45
-5% -$13.4K 0.12% 140
2023
Q3 		$257K Sell
879
-72
-8% -$22.5K 0.12% 132
2023
Q2 		$325K Sell
951
-342
-26% -$103K 0.16% 110
2023
Q1 		$330K Sell
1,293
-112
-8% -$27.6K 0.17% 99
2022
Q4 		$373K Sell
1,405
-1,273
-48% -$310K 0.22% 90
2022
Q3 		$502K Sell
2,678
-99
-4% -$21.3K 0.28% 71
2022
Q2 		$557K Buy
2,777
+400
+17% +$93.8K 0.3% 72
2022
Q1 		$717K Buy
2,377
+224
+10% +$65.4K 0.3% 73
2021
Q4 		$774K Buy
2,153
+146
+7% +$50.2K 0.31% 75
2021
Q3 		$665K Sell
2,007
-96
-5% -$32.2K 0.29% 72
2021
Q2 		$645K Sell
2,103
-393
-16% -$110K 0.29% 76
2021
Q1 		$615K Buy
+2,496
New +$628K 0.31% 72

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KG&L Capital Management's ISRG Position: Q4 2025 in Review

KG&L Capital Management sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 2,981 shares — an estimated $1.33M sold.

KG&L Capital Management first reported a position in ISRG in Q1 2021 and held it in 19 quarters. The position peaked at $1.33M in Q3 2025. 2,411 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • KG&L Capital Management reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • KG&L Capital Management sold 2,981 Intuitive Surgical shares in Q4 2025, an estimated $1.33M.
  • KG&L Capital Management first reported a position in Intuitive Surgical in Q1 2021 and held it in 19 quarters.
  • KG&L Capital Management's Intuitive Surgical position peaked at $1.33M in Q3 2025.
  • 2,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on KG&L Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.