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Nearwater Capital Markets’s Intuitive Surgical ISRG Stock Holding History

Nearwater Capital Markets’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 		$25.8M Buy
+65,000
New +$28.4M 0.45% 63
2025
Q4 		– Sell
-27,579
Closed -$12.3M – 138
2025
Q3 		$12.3M Sell
27,579
-20,000
-42% -$9.6M 0.16% 90
2025
Q2 		$25.9M Hold
47,579
– – 0.41% 44
2025
Q1 		$23.6M Sell
47,579
-57,326
-55% -$31.7M 0.67% 39
2024
Q4 		$54.8M Buy
+104,905
New +$54.6M 1.56% 14

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

Nearwater Capital Markets's ISRG Position: Q2 2026 in Review

Nearwater Capital Markets opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 65,000 shares worth $25.8M. The stake represents 0.45% of the portfolio and ranks #63 among its holdings. This is a return to the name: Nearwater Capital Markets previously reported a position in ISRG as recently as Q3 2025.

Nearwater Capital Markets first reported a position in ISRG in Q4 2024 and has held it in 5 quarters since. The position peaked at $54.8M in Q4 2024. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Nearwater Capital Markets held 65,000 shares of Intuitive Surgical worth $25.8M as of Q2 2026.
  • Intuitive Surgical was a new Nearwater Capital Markets position in Q2 2026.
  • Intuitive Surgical made up 0.45% of Nearwater Capital Markets's portfolio in Q2 2026, its #63 holding.
  • Nearwater Capital Markets first reported a position in Intuitive Surgical in Q4 2024 and has held it in 5 quarters since.
  • Nearwater Capital Markets's Intuitive Surgical position peaked at $54.8M in Q4 2024.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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