Private Capital Advisors
ISRG icon

Private Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Private Capital Advisors’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
Q3 		$495K Buy
+1,218
New +$465K 0.04% 53
2015
Q3 		– Sell
-18,000
Closed -$969K – 116
2015
Q2 		$969K Buy
+18,000
New +$1.01M 0.32% 77

Other funds holding ISRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Private Capital Advisors's ISRG Position: Q3 2026 in Review

Private Capital Advisors opened a new position in Intuitive Surgical (ISRG) in Q3 2026: 1,218 shares worth $495K. The stake represents 0.04% of the portfolio and ranks #53 among its holdings. This is a return to the name: Private Capital Advisors previously reported a position in ISRG as recently as Q2 2015.

Private Capital Advisors first reported a position in ISRG in Q2 2015 and has held it in 2 quarters since. The position peaked at $969K in Q2 2015. 1,564 funds tracked by Wall St. Rank hold ISRG as of Q3 2026.

  • Private Capital Advisors held 1,218 shares of Intuitive Surgical worth $495K as of Q3 2026.
  • Intuitive Surgical was a new Private Capital Advisors position in Q3 2026.
  • Intuitive Surgical made up 0.04% of Private Capital Advisors's portfolio in Q3 2026, its #53 holding.
  • Private Capital Advisors first reported a position in Intuitive Surgical in Q2 2015 and has held it in 2 quarters since.
  • Private Capital Advisors's Intuitive Surgical position peaked at $969K in Q2 2015.
  • 1,564 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2026.

Based on Private Capital Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.