MCM
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MidAtlantic Capital Management’s Intuitive Surgical ISRG Stock Holding History

MidAtlantic 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 		– Sell
-68
Closed -$38.5K – 141
2025
Q4 		$38.5K Buy
+68
New +$36.2K 0.02% 161
2025
Q1 		– Sell
-68
Closed -$35.5K – 142
2024
Q4 		$35.5K Hold
68
– – 0.03% 151
2024
Q3 		$33.4K Buy
68
+18
+36% +$8.38K 0.02% 148
2024
Q2 		$22.2K Hold
50
– – 0.02% 161
2024
Q1 		$20K Hold
50
– – 0.02% 177
2023
Q4 		$16.9K Buy
+50
New +$14.9K 0.02% 182

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MidAtlantic Capital Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 68 shares — an estimated $38.5K sold.

MidAtlantic Capital Management first reported a position in ISRG in Q4 2023 and held it in 6 quarters. The position peaked at $38.5K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 68 Intuitive Surgical shares in Q1 2026, an estimated $38.5K.
  • MidAtlantic Capital Management first reported a position in Intuitive Surgical in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's Intuitive Surgical position peaked at $38.5K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.