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Shelton Capital Management’s Intuitive Surgical ISRG Stock Holding History

Shelton 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
Q1 		$29.2M Sell
63,362
-1,319
-2% -$667K 0.64% 26
2025
Q4 		$36.6M Buy
64,681
+828
+1% +$441K 0.72% 26
2025
Q3 		$28.6M Sell
63,853
-968
-1% -$465K 0.61% 29
2025
Q2 		$35.2M Buy
64,821
+2,133
+3% +$1.12M 0.81% 15
2025
Q1 		$31M Sell
62,688
-10,940
-15% -$6.05M 0.74% 25
2024
Q4 		$38.4M Buy
73,628
+5,490
+8% +$2.86M 0.96% 12
2024
Q3 		$33.5M Buy
68,138
+12,684
+23% +$5.91M 0.86% 16
2024
Q2 		$24.7M Buy
55,454
+1,066
+2% +$425K 0.67% 25
2024
Q1 		$21.7M Buy
54,388
+10,785
+25% +$4.08M 0.62% 28
2023
Q4 		$14.7M Sell
43,603
-10,262
-19% -$3.06M 0.47% 48
2023
Q3 		$15.7M Buy
53,865
+9,339
+21% +$2.92M 0.58% 31
2023
Q2 		$15.2M Buy
44,526
+957
+2% +$290K 0.55% 33
2023
Q1 		$11.1M Buy
43,569
+15,694
+56% +$3.87M 0.46% 42
2022
Q4 		$7.4M Sell
27,875
-19,461
-41% -$4.75M 0.77% 21
2022
Q3 		$8.87M Buy
47,336
+493
+1% +$106K 0.42% 60
2022
Q2 		$9.4M Hold
46,843
– – 0.42% 61
2022
Q1 		$14.1M Buy
46,843
+391
+0.8% +$114K 0.52% 38
2021
Q4 		$16.7M Buy
46,452
+1,314
+3% +$452K 0.59% 31
2021
Q3 		$15M Buy
45,138
+744
+2% +$250K 0.58% 31
2021
Q2 		$13.6M Sell
44,394
-1,140
-3% -$320K 0.51% 39
2021
Q1 		$11.2M Buy
45,534
+2,829
+7% +$712K 0.39% 51
2020
Q4 		$11.6M Buy
42,705
+381
+0.9% +$94.6K 0.52% 36
2020
Q3 		$10M Hold
42,324
– – 0.41% 48
2020
Q2 		$8.04M Buy
+42,324
New +$7.59M 0.44% 42
2020
Q1 		– Sell
-41,685
Closed -$7.63M – 737
2019
Q4 		$8.21M Sell
41,685
-1,086
-3% -$203K 0.45% 48
2019
Q3 		$7.7M Sell
42,771
-4,245
-9% -$734K 0.45% 52
2019
Q2 		$8.22M Buy
47,016
+21,573
+85% +$3.7M 0.47% 48
2019
Q1 		$14.9K Sell
25,443
-19,149
-43% -$3.4M 0.06% 277
2018
Q4 		$7.12M Hold
44,592
– – 0.48% 44
2018
Q3 		$8.53M Sell
44,592
-3,600
-7% -$639K 0.49% 44
2018
Q2 		$7.69M Hold
48,192
– – 0.48% 44
2018
Q1 		$6.63M Sell
48,192
-849
-2% -$118K 0.44% 51
2017
Q4 		$5.97M Sell
49,041
-4,167
-8% -$521K 0.38% 57
2017
Q3 		$6.18M Hold
53,208
– – 0.42% 48
2017
Q2 		$5.53M Buy
53,208
+2,394
+5% +$230K 0.39% 52
2017
Q1 		$4.33M Buy
50,814
+3,159
+7% +$250K 0.3% 67
2016
Q4 		$3.36M Hold
47,655
– – 0.26% 78
2016
Q3 		$3.84M Hold
47,655
– – 0.32% 59
2016
Q2 		$3.5M Sell
47,655
-1,179
-2% -$83K 0.31% 67
2016
Q1 		$3.26M Buy
48,834
+297
+0.6% +$18.4K 0.3% 69
2015
Q4 		$2.94M Buy
48,537
+5,184
+12% +$291K 0.28% 73
2015
Q3 		$2.21M Buy
43,353
+1,125
+3% +$63.7K 0.24% 85
2015
Q2 		$2.27M Buy
42,228
+1,017
+2% +$56.9K 0.24% 86
2015
Q1 		$2.31M Hold
41,211
– – 0.25% 86
2014
Q4 		$2.42M Buy
41,211
+2,889
+8% +$161K 0.28% 79
2014
Q3 		$1.97M Buy
38,322
+3,546
+10% +$176K 0.26% 84
2014
Q2 		$1.59M Buy
34,776
+423
+1% +$18.7K 0.22% 90
2014
Q1 		$1.67M Buy
34,353
+675
+2% +$31.8K 0.25% 89
2013
Q4 		$1.44M Buy
33,678
+369
+1% +$15.5K 0.22% 96
2013
Q3 		$1.39M Buy
33,309
+288
+0.9% +$12.7K 0.23% 92
2013
Q2 		$1.86M Buy
+33,021
New +$1.82M 0.34% 69

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shelton Capital Management's ISRG Position: Q1 2026 in Review

Shelton Capital Management reduced its Intuitive Surgical (ISRG) stake by 2% in Q1 2026, selling an estimated $667K and leaving 63,362 shares worth $29.2M. The position accounts for 0.64% of the portfolio, ranked #26.

Shelton Capital Management first reported a position in ISRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $38.4M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Shelton Capital Management held 63,362 shares of Intuitive Surgical worth $29.2M as of Q1 2026.
  • Shelton Capital Management sold 1,319 Intuitive Surgical shares in Q1 2026, an estimated $667K.
  • Intuitive Surgical made up 0.64% of Shelton Capital Management's portfolio in Q1 2026, its #26 holding.
  • Shelton Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 51 quarters since.
  • Shelton Capital Management's Intuitive Surgical position peaked at $38.4M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.