Polen Capital Management
ISRG icon

Polen Capital Management’s Intuitive Surgical ISRG Stock Holding History

Polen 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 		$178M Sell
447,944
-158,882
-26% -$69.4M 1.53% 22
2026
Q1 		$280M Sell
606,826
-235,792
-28% -$119M 1.94% 19
2025
Q4 		$477M Buy
+842,618
New +$449M 2.04% 19
2022
Q4 		– Sell
-3,897
Closed -$730K – 94
2022
Q3 		$730K Sell
3,897
-3,434,501
-100% -$738M ﹤0.01% 83
2022
Q2 		$690M Sell
3,438,398
-133,285
-4% -$31.3M 1.82% 20
2022
Q1 		$1.08B Buy
3,571,683
+164,765
+5% +$48.1M 2.1% 19
2021
Q4 		$1.22B Buy
3,406,918
+110,161
+3% +$37.9M 2.06% 22
2021
Q3 		$1.09B Buy
3,296,757
+26,619
+0.8% +$8.94M 2% 23
2021
Q2 		$1B Buy
3,270,138
+159,627
+5% +$44.8M 1.92% 22
2021
Q1 		$766M Buy
3,110,511
+81,765
+3% +$20.6M 1.72% 23
2020
Q4 		$826M Buy
3,028,746
+74,439
+3% +$18.5M 1.92% 22
2020
Q3 		$699M Buy
+2,954,307
New +$663M 1.87% 21
2013
Q3 		– Sell
-2,802,060
Closed -$158M – 25
2013
Q2 		$158M Buy
+2,802,060
New +$154M 3.75% 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

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

Polen Capital Management reduced its Intuitive Surgical (ISRG) stake by 26% in Q2 2026, selling an estimated $69.4M and leaving 447,944 shares worth $178M. The position accounts for 1.53% of the portfolio, ranked #22.

Polen Capital Management first reported a position in ISRG in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.22B in Q4 2021. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Polen Capital Management held 447,944 shares of Intuitive Surgical worth $178M as of Q2 2026.
  • Polen Capital Management sold 158,882 Intuitive Surgical shares in Q2 2026, an estimated $69.4M.
  • Intuitive Surgical made up 1.53% of Polen Capital Management's portfolio in Q2 2026, its #22 holding.
  • Polen Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 13 quarters since.
  • Polen Capital Management's Intuitive Surgical position peaked at $1.22B in Q4 2021.
  • 2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.