Optimas Capital’s Intuitive Surgical ISRG Stock Holding History

Optimas Capital’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	$1.23M	Buy	+3,102	New	+$1.36M	1.27%	13
2025 Q3	–	Sell	-5,300	Closed	-$2.88M	–	34
2025 Q2	$2.88M	Buy	+5,300	New	+$2.77M	3.04%	13
2023 Q4	–	Sell	-20,752	Closed	-$6.07M	–	46
2023 Q3	$6.07M	Buy	+20,752	New	+$6.48M	4.16%	7
2023 Q1	–	Sell	-8,197	Closed	-$2.18M	–	39
2022 Q4	$2.18M	Sell	8,197 -16,003	-66%	-$3.9M	2.13%	15
2022 Q3	$4.54M	Buy	+24,200	New	+$5.2M	3.82%	10
2022 Q2	–	Sell	-17,200	Closed	-$5.19M	–	28
2022 Q1	$5.19M	Buy	+17,200	New	+$5.02M	4.88%	9

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Optimas Capital's ISRG Position: Q2 2026 in Review

Optimas Capital opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 3,102 shares worth $1.23M. The stake represents 1.27% of the portfolio and ranks #13 among its holdings. This is a return to the name: Optimas Capital previously reported a position in ISRG as recently as Q2 2025.

Optimas Capital first reported a position in ISRG in Q1 2022 and has held it in 6 quarters since. The position peaked at $6.07M in Q3 2023. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Optimas Capital held 3,102 shares of Intuitive Surgical worth $1.23M as of Q2 2026.
Intuitive Surgical was a new Optimas Capital position in Q2 2026.
Intuitive Surgical made up 1.27% of Optimas Capital's portfolio in Q2 2026, its #13 holding.
Optimas Capital first reported a position in Intuitive Surgical in Q1 2022 and has held it in 6 quarters since.
Optimas Capital's Intuitive Surgical position peaked at $6.07M in Q3 2023.
2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Optimas Capital's 13F filing for Q2 2026, filed 3 Aug 2026.