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Martin Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Martin Capital Advisors’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 		$8.06M Buy
20,268
+232
+1% +$101K 4.22% 5
2026
Q1 		$9.24M Sell
20,036
-22
-0.1% -$11.1K 5.83% 3
2025
Q4 		$11.4M Buy
20,058
+60
+0.3% +$31.9K 6.66% 3
2025
Q3 		$8.94M Buy
19,998
+15
+0.1% +$7.2K 5.4% 3
2025
Q2 		$10.9M Buy
19,983
+31
+0.2% +$16.2K 7.06% 3
2025
Q1 		$9.88M Sell
19,952
-254
-1% -$140K 7.05% 2
2024
Q4 		$10.5M Buy
20,206
+825
+4% +$430K 6.8% 2
2024
Q3 		$9.52M Sell
19,381
-33
-0.2% -$15.4K 6.78% 2
2024
Q2 		$8.64M Sell
19,414
-112
-0.6% -$44.6K 6.48% 2
2024
Q1 		$7.79M Sell
19,526
-150
-0.8% -$56.7K 6.11% 2
2023
Q4 		$6.64M Sell
19,676
-2
-0% -$596 5.6% 2
2023
Q3 		$5.75M Buy
19,678
+233
+1% +$72.8K 5.6% 2
2023
Q2 		$6.65M Buy
19,445
+87
+0.4% +$26.3K 6.09% 2
2023
Q1 		$4.95M Sell
19,358
-681
-3% -$168K 5.11% 2
2022
Q4 		$5.32M Buy
20,039
+4,825
+32% +$1.18M 5.95% 2
2022
Q3 		$2.85M Sell
15,214
-12,257
-45% -$2.63M 4.19% 4
2022
Q2 		$5.51M Hold
27,471
– – 4.86% 2
2022
Q1 		$8.29M Buy
27,471
+115
+0.4% +$33.6K 5.68% 2
2021
Q4 		$9.83M Buy
+27,356
New +$9.41M 6.08% 2

Other funds holding ISRG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Martin Capital Advisors's ISRG Position: Q2 2026 in Review

Martin Capital Advisors increased its Intuitive Surgical (ISRG) stake by 1.2% in Q2 2026, buying an estimated $101K and bringing the position to 20,268 shares worth $8.06M. The position accounts for 4.22% of the portfolio, ranked #5.

Martin Capital Advisors first reported a position in ISRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.4M in Q4 2025. 899 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Martin Capital Advisors held 20,268 shares of Intuitive Surgical worth $8.06M as of Q2 2026.
  • Martin Capital Advisors bought 232 Intuitive Surgical shares in Q2 2026, an estimated $101K.
  • Intuitive Surgical made up 4.22% of Martin Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • Martin Capital Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 19 quarters since.
  • Martin Capital Advisors's Intuitive Surgical position peaked at $11.4M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.