Nelson Capital Management’s Intuitive Surgical ISRG Stock Holding History

Nelson 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	$2.85M	Sell	7,167 -166	-2%	-$72.5K	0.31%	51
2026 Q1	$3.38M	Buy	7,333 +215	+3%	+$109K	0.41%	40
2025 Q4	$4.03M	Buy	7,118 +215	+3%	+$114K	0.47%	41
2025 Q3	$3.09M	Buy	+6,903	New	+$3.31M	0.37%	50
2019 Q3	–	Sell	-21	Closed	-$4K	–	334
2019 Q2	$4K	Hold	21	–	–	﹤0.01%	253
2019 Q1	$4K	Hold	21	–	–	﹤0.01%	235
2018 Q4	$4K	Hold	21	–	–	﹤0.01%	240
2018 Q3	$4K	Buy	+21	New	+$3.73K	﹤0.01%	235
2017 Q3	–	Sell	-36	Closed	-$2K	–	261
2017 Q2	$2K	Buy	+36	New	+$3.46K	﹤0.01%	271
2015 Q1	–	Sell	-126	Closed	-$7K	–	289
2014 Q4	$7K	Hold	126	–	–	﹤0.01%	251
2014 Q3	$6K	Hold	126	–	–	﹤0.01%	266
2014 Q2	$6K	Hold	126	–	–	﹤0.01%	264
2014 Q1	$6K	Hold	126	–	–	﹤0.01%	226
2013 Q4	$5K	Hold	126	–	–	﹤0.01%	214
2013 Q3	$5K	Sell	126 -68,931	-100%	-$3.04M	﹤0.01%	201
2013 Q2	$3.88M	Buy	+69,057	New	+$3.8M	1.99%	25

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Nelson Capital Management's ISRG Position: Q2 2026 in Review

Nelson Capital Management reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q2 2026, selling an estimated $72.5K and leaving 7,167 shares worth $2.85M. The position accounts for 0.31% of the portfolio, ranked #51.

Nelson Capital Management first reported a position in ISRG in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.03M in Q4 2025. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Nelson Capital Management held 7,167 shares of Intuitive Surgical worth $2.85M as of Q2 2026.
Nelson Capital Management sold 166 Intuitive Surgical shares in Q2 2026, an estimated $72.5K.
Intuitive Surgical made up 0.31% of Nelson Capital Management's portfolio in Q2 2026, its #51 holding.
Nelson Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 16 quarters since.
Nelson Capital Management's Intuitive Surgical position peaked at $4.03M in Q4 2025.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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