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

M & 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
2026 Q2	–	Sell	-17,700	Closed	-$8.16M	–	22
2026 Q1	$8.16M	Hold	17,700	–	–	2.01%	10
2025 Q4	$10M	Hold	17,700	–	–	2.09%	11
2025 Q3	$7.92M	Sell	17,700 -50	-0.3%	-$24K	1.58%	11
2025 Q2	$9.65M	Buy	17,750 +50	+0.3%	+$26.1K	2.17%	11
2025 Q1	$8.77M	Hold	17,700	–	–	2.62%	10
2024 Q4	$9.24M	Buy	+17,700	New	+$9.22M	2.25%	10

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

M & L Capital Management's ISRG Position: Q2 2026 in Review

M & L Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 17,700 shares — an estimated $8.16M sold.

M & L Capital Management first reported a position in ISRG in Q4 2024 and held it in 6 quarters. The position peaked at $10M in Q4 2025. 331 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

M & L Capital Management reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
M & L Capital Management sold 17,700 Intuitive Surgical shares in Q2 2026, an estimated $8.16M.
M & L Capital Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 6 quarters.
M & L Capital Management's Intuitive Surgical position peaked at $10M in Q4 2025.
331 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.