MAI Capital Management’s Intuitive Surgical ISRG Stock Holding History

MAI 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	–	Hold	0	–	–	–	567
2025 Q4	–	Hold	0	–	–	–	575
2025 Q3	–	Hold	0	–	–	–	603
2025 Q2	–	Hold	0	–	–	–	513
2025 Q1	–	Hold	0	–	–	–	520
2024 Q4	–	Sell	-3,300	Closed	-$1.72M	–	504
2024 Q3	$1.62M	Sell	3,300 -200	-6%	-$93.1K	0.02%	439
2024 Q2	$1.56M	Sell	3,500 -500	-13%	-$199K	0.02%	469
2024 Q1	$1.6M	Hold	4,000	–	–	0.02%	450
2023 Q4	$1.35M	Buy	+4,000	New	+$1.19M	0.02%	400

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MAI Capital Management increased its Intuitive Surgical (ISRG) stake by 5.1% in Q1 2026, buying an estimated $1.02M and bringing the position to 41,869 shares worth $19.3M. The position accounts for 0.11% of the portfolio, ranked #173.

MAI Capital Management first reported a position in ISRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $22.6M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

MAI Capital Management held 41,869 shares of Intuitive Surgical worth $19.3M as of Q1 2026.
MAI Capital Management bought 2,025 Intuitive Surgical shares in Q1 2026, an estimated $1.02M.
Intuitive Surgical made up 0.11% of MAI Capital Management's portfolio in Q1 2026, its #173 holding.
MAI Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 51 quarters since.
MAI Capital Management's Intuitive Surgical position peaked at $22.6M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.