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Lavaca Capital’s Intuitive Surgical ISRG Stock Holding History

Lavaca Capital’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 		$1.76M Hold
4,423
– – 0.17% 35
2026
Q1 		$2.04M Hold
4,423
– – 0.36% 30
2025
Q4 		$2.51M Hold
4,423
– – 0.4% 26
2025
Q3 		$1.98M Hold
4,423
– – 0.34% 27
2025
Q2 		$2.4M Buy
4,423
+100
+2% +$52.3K 0.89% 24
2025
Q1 		$2.14M Buy
4,323
+1,200
+38% +$664K 0.88% 25
2024
Q4 		$1.63M Buy
3,123
+2,583
+478% +$1.35M 0.64% 31
2024
Q3 		$265K Hold
540
– – 0.11% 95
2024
Q2 		$240K Hold
540
– – 0.12% 77
2024
Q1 		$216K Buy
+540
New +$204K 0.13% 74
2022
Q1 		– Sell
-4,680
Closed -$1.68M – 191
2021
Q4 		$1.68M Sell
4,680
-270
-5% -$92.9K 0.22% 49
2021
Q3 		$1.64M Sell
4,950
-84
-2% -$28.2K 0.17% 40
2021
Q2 		$1.54M Sell
5,034
-207
-4% -$58.1K 0.15% 39
2021
Q1 		$1.29M Buy
5,241
+111
+2% +$27.9K 0.11% 43
2020
Q4 		$1.4M Buy
5,130
+180
+4% +$44.7K 0.18% 34
2020
Q3 		$1.17M Buy
+4,950
New +$1.11M 0.18% 38
2020
Q2 		– Sell
-1,266
Closed -$209K – 88
2020
Q1 		$209K Sell
1,266
-879
-41% -$161K 0.2% 70
2019
Q4 		$423K Buy
2,145
+735
+52% +$138K 0.33% 50
2019
Q3 		$254K Hold
1,410
– – 0.19% 74
2019
Q2 		$247K Buy
1,410
+600
+74% +$103K 0.19% 75
2019
Q1 		$154K Hold
810
– – 0.13% 80
2018
Q4 		$129K Buy
+810
New +$137K 0.13% 81

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lavaca Capital's ISRG Position: Q2 2026 in Review

Lavaca Capital held its Intuitive Surgical (ISRG) position steady in Q2 2026 at 4,423 shares worth $1.76M. The position accounts for 0.17% of the portfolio, ranked #35.

Lavaca Capital first reported a position in ISRG in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.51M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Lavaca Capital held 4,423 shares of Intuitive Surgical worth $1.76M as of Q2 2026.
  • Lavaca Capital left its Intuitive Surgical share count unchanged in Q2 2026.
  • Intuitive Surgical made up 0.17% of Lavaca Capital's portfolio in Q2 2026, its #35 holding.
  • Lavaca Capital first reported a position in Intuitive Surgical in Q4 2018 and has held it in 22 quarters since.
  • Lavaca Capital's Intuitive Surgical position peaked at $2.51M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.